- Charles Schwab (Maitland, FL)
- …Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized ... financial services experience to share with their team of CFP(R) or CFA(R) investment professionals. Managing change- The Senior Regional Manager will establish… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …supervision, uses knowledge and skills obtained through education and experience to ensure compliance of investment advisory business practices with Advisers ... * Provides compliance support in the development and enhancement of compliance oversight programs for investment advisory activities, products and… more
- Charles Schwab (Orlando, FL)
- …Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized ... financial services experience to share with their team of CFP(R) or CFA(R) investment professionals. **Managing change** - The Senior Regional Manager will… more
- Robert Half (Orlando, FL)
- JOB REQUISITION Orlando Technology Audit & Advisory Senior Consultant LOCATION ORLANDO ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here T he Protiviti ... You: Protiviti is looking for a Technology Audit & Advisory Senior Consultant to join our grow...etc. + Sarbanes-Oxley Act provisions and methodologies for achieving compliance , in particular the technology implications and requirements. +… more
- Deloitte (Miami, FL)
- …environment? Have a passion for current trends in accounting and finance? As an Advisory Senior Consultant - Securitization CLO at Deloitte, you'll be part of ... transactions throughout the lifecycle of the transaction. Work you'll do :As a Senior Consultant in our Deloitte Advisory Securitization practice, you will… more
- Deloitte (Tampa, FL)
- …As a Tax Senior , you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist ... Tax LLP and sector-specific trainings. + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the… more
- Deloitte (Tampa, FL)
- …equity and investment management industries? Do phrases like "cross border investment advisory " and "fund formation, hold, and exit reporting and consulting" ... Investment Management practice. What You'll Do As a Senior Manager, you will work within an engagement team...tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax… more
- Deloitte (Miami, FL)
- …equity and investment management industries? Do phrases like "cross border investment advisory " and "fund formation, hold, and exit reporting and consulting" ... your interest? Do you enjoy providing tax consulting and compliance services to US and foreign clients while identifying...consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Tax… more
- Citigroup (Tampa, FL)
- …activities as a subject matter expert in area of responsibility and provide advisory services to business partners + Monitors management of complex legal issues and ... and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to...+ Work under the supervision of one or more senior attorney in support of the Restricted and Control… more
- Deloitte (Tallahassee, FL)
- …solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting ... players. Does this describe your background? If you're a senior leader who wants to play in the big...you will utilize your prior experience to provide tax compliance and consulting services to investment management… more
