NewOffice Manager - Contract Leeds Professional ResourcesOffice Manager - ContractNaples, FLJob Description A well-established private investment management firm is seeking an experienced Office Manager to oversee the daily operations of its Naples office while providing executive support to senior leadership and ensuring a first-class experience for clients and visitors. This position combines executive administration, office management, team coordination, facilities oversight, and event planning within a professional financial services environment.
Store Manager SafeliteStore ManagerPanama City, FLOversee the daily operations of the store, including: open and closing procedures, work order management, performing the CICO (Check-In, Check-Out) procedures, providing high levels of customer service, staffing and scheduling and/or making necessary modifications, inventory management and proper cash handling. Drive team performance to ensure key performance indicators (KPI's) and company goals are met or exceeded, including but not limited to: Net Promoter Score, Time to Serve, job completion, customer conversion and quality metrics, as well as compliance with federal, state and local regulations.
NewAudit & Assurance Manager- Top Rated CPA + Business Advisory Firm Caliber Recruiting GroupAudit & Assurance Manager- Top Rated CPA + Business Advisory FirmWest Palm Beach, FL$110,000–$140,000 / yearWe don't work for the "Big 4" but we do work with growing and top-rated firms that do complex business tax and assurance work and also provide high levels of personal service for their clients. Ability to learn and grow in a fast paced environment working on complex cases with a lot of nuance in a lot of different industries, with promotion ability and learning from partners.
NewAccount Manager - Sales USHA - South Florida (WHT-FL)Account Manager - SalesPlantation, FL$75,000–$125,000 / yearYou'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable business services, consumer savings programs, and wellness benefits with access to health coverage plans. Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater!
NewAccount Manager Sales Advisors North Tampa (TRJ-TP)Account Manager SalesLutz, FL$75,000–$125,000 / yearYou'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable business services, consumer savings programs, and wellness benefits with access to health coverage plans. Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater!
NewAccount Manager - Sales Space Coast Division (LTR-MB)Account Manager - SalesSatellite Beach, FL$75,000–$125,000 / yearYou'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable business services, consumer savings programs, and wellness benefits with access to health coverage plans. Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater!
NewSenior Tax Associate Caliber Recruiting GroupSenior Tax AssociateFort Myers, FLB.A., / Bachelors or Masters degree in accounting or equivalent (econ, business with focus in accounting, finance, stats) potentially on track to fulfilling the additional CPA credit hour requirement (additional education) OR on track to working towards the CPA in the future would be a plus. -Providing tax prep, review, and advisory services to a wide range of businesses, high net worth individuals, C-Corps, S-Corps, Partnerships, and Trusts.
NewTax Senior Associate Caliber Recruiting GroupTax Senior AssociateTampa, FLB.A., / Bachelors or Masters degree in accounting or equivalent (econ, business with focus in accounting, finance, stats) potentially on track to fulfilling the additional CPA credit hour requirement (additional education) OR on track to working towards the CPA in the future would be a plus. The firm performs a variety of client services including wealth management (estate), business advisory services, tax management, and building partnerships with high level leaders in the local business community.
NewTax Senior Associate- Local Sarasota Area CPA Firm Caliber Recruiting GroupTax Senior Associate- Local Sarasota Area CPA FirmSarasota, FL$80,000–$120,000 / yearOur locally owned partner CPA and advisory services firm performs a variety of client services including wealth management (estate), business advisory services, tax management, and building partnerships with high level leaders in the local business community. B.S. / B.A., in accounting or equivalent (econ, business with focus in accounting, finance, stats) potentially on track to fulfilling the additional CPA credit hour requirement (additional education) OR on track to working towards the CPA in the future would be a plus.
NewSr. Commercial Banker Seacoast BankSr. Commercial BankerWest Palm Beach, FL2+ year’s financial services experience in related business-lines that developed/served business client relationships; including: Treasury Management, Wealth Management, and Consumer Banking. Assumes total responsibility for on-going monitoring of all assigned accounts relative to customary portfolio management which includes, but not limited to: On-going understanding of changes in the loan risk profile.
NewCommercial Banker - Miami Seacoast BankCommercial Banker - MiamiMiami, FL2+ year’s financial services experience in related business-lines that developed/served business client relationships; including: Treasury Management, Wealth Management, and Consumer Banking. Assumes total responsibility for on-going monitoring of all assigned accounts relative to customary portfolio management which includes, but not limited to: On-going understanding of changes in the loan risk profile.
Senior Training & Relationship Manager - Wealth Management & Broking Netwealth Group LimitedSenior Training & Relationship Manager - Wealth Management & BrokingMelbourne, FLAt Netwealth, we're investing in a dedicated Broking & Wealth Management channel, bringing together the strength of our established platform with a focused team committed to growing our presence in the market. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you'll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.
Sr Account Manager, Wealth Management Advisory Northern TrustSr Account Manager, Wealth Management AdvisoryMiami, FLAssists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.
Asset & Wealth Management - Tax Senior Manager PwCAsset & Wealth Management - Tax Senior ManagerTampa, FL$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Asset & Wealth Management Tax Manager PwCAsset & Wealth Management Tax ManagerTampa, FL$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Asset & Wealth Management - Renewable Energy Tax Senior Manager PwCAsset & Wealth Management - Renewable Energy Tax Senior ManagerMiami, FL$124,000–$335,000 / yearAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit sharing for partners. Within our Tax practice, you will navigate the complexities of the frequently changing national and international tax environment, addressing operational tax risks and structuring tax strategies for our Financial Services clients.
Asset & Wealth Management - Renewable Energy Tax Manager PwCAsset & Wealth Management - Renewable Energy Tax ManagerMiami, FL$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements; and, Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.
Legal Wealth Relationship Manager I Truist Financial CorporationLegal Wealth Relationship Manager IOrlando, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: A Legal Relationship Manger 1 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from mid-sized law firms through the development and retention of long term, profitable client relationships.
Manager of Tax Services- Private Wealth Berkowitz Pollack BrantManager of Tax Services- Private WealthMiami, FloridaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.
Software Engineering Manager, VP - Private Wealth Technology The Blackstone GroupSoftware Engineering Manager, VP - Private Wealth TechnologyMiami, FL$200,000–$225,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. This role combines hands-on technical leadership with strategic vision, requiring deep expertise in modern cloud technologies and experience insipiring high-performing engineering teams in a fast-paced financial services environment.