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As a Tax Senior Manager, you will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service: Advise family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building.

YEAR

Tax Senior Manager - Family Office

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Tax Senior Manager – Family Office

Drive sales of mortgage loans by leading, communicating, and executing on a strategic plan that includes superior relationship management of internal and external COIs and coordinating sales activities with internal Truist partners; Take an active role in business development efforts with MLO team. General 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.

Truist Financial Corporation

Retail Producing Sales Manager

Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Deloitte Touche Tohmatsu Ltd

Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth

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Prepare reports detailing client asset holdings including but not limited to IRA’s, insurances, real estate, annuities, and all other assets to Program Manager, Client Accounting staff and local program staff for use in client related activities, reports to court and auditors review. Perform periodic asset reviews, prepare statistics for audits, program staff, client accounting, and attorneys, and others as required; audit and compile client assets, income, and payables reports.

Organization Overview: Lutheran Services Florida (LSF) is an organization that is guided by big ideas and these guiding principles create an imperative to serve that compels LSF to build on organizational strengths, overcome weaknesses and create effective programs in response to human suffering and need. The mission, values, vision and ends polices guide the work of LSF. These guiding principles also shape the advocacy and promotion efforts of the organization, which focus on the needs of the vulnerable, overcoming barriers to service and positioning LSF to effectively respond to opportunities.
&nbsp;The LSF business model responds to a rapidly changing service landscape with an aggressive growth strategy. That growth is predicated on methodical pursuit of entrepreneurial opportunities and the maintenance of a new program "pipeline." Established more than 30 years ago, LSF provides value by developing and competently deploying efficient organizational structures; effective operating policies and procedures; accountable&nbsp;management&nbsp;systems and processes; and expertise in the form of personnel, strategic alliances or purchased services.&nbsp;
We have over 60 Programs throughout Florida, an operating budget of over&nbsp;$210 million&nbsp;dollars and&nbsp;1,400 employees. &nbsp;Head Start was established by the Federal government in 1966. &nbsp;LSF is a Head Start grantee. &nbsp;Our Head Start Programs are in multiple counties throughout Florida providing multiple program options including center base, family childcare, home base, pregnant mothers, infants and toddlers.
Vision
&ldquo;Ready for School, Prepared for Life&rdquo;
Mission
To educate, equip, and empower children, families and staff through partnership and efficient data driven systems to close the achievement gap.

Lutheran Services Florida

Accounting Specialist (7417)

FULL_TIME

OTHER

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Through a collaborative team of banking, investment, trust, lending, insurance and planning professionals, Wintrust Private Client delivers integrated wealth management solutions designed to help clients build, preserve and transfer wealth.

Wintrust Financial Corporation

Private Client Banker III

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Knowledge, Skills, and Abilities: Knowledge of Microsoft Office Suite, specifically Word and Outlook; Ability to use available technology to perform duties including computer software, hardware, and data systems; Ability to understand and apply laws, rules, regulations, policies, and procedures; Ability to maintain legal case files; Knowledge of office procedures and practice; Knowledge of methods of data collection; Ability to effectively communicate verbally and in writing; Ability to prepare correspondence and administrative reports; Ability to utilize problem solving techniques; Ability to establish and maintain effective working relationships; Ability to multi-task; Ability to work independently; Ability to plan, organize and coordinate work assignments; Ability to recognize and act on emerging issues and shifting priorities. Responsibilities range from ensuring the safety of food service, maintaining the integrity of real estate transactions, furthering the transparency of condominium governance, and overseeing the qualifications of licensure that ensure work requiring a skilled professional is performed safely and sufficiently.

Government of Florida

ADMINISTRATIVE ASSISTANT I - 79010879

As the industry evolves, Advocus is uniquely positioned to expand through a balanced strategy of underwriting growth, agency partnerships, direct title and escrow operations, and technology-enabled solutions designed to meet the changing needs of consumers, lenders, real estate professionals, and settlement providers. Advocus National Title Insurance Company, formerly Attorneys' Title Guaranty Fund, Inc. (ATG), is building on nearly 60 years of financial strength, industry leadership, and trusted partnerships to become a leading national title insurance underwriter and settlement services organization.

Guranteed Rate Inc

Senior Escrow Officer

Three years of experience in General Commercial Brokerage Development Finance or Corporate Real Estate Management with emphasis in CommercialRetailFuelFast FoodC-Store industries.or more preferred including minimum of one years of management responsibility. Essential FunctionsProvides data and guidance for Financial Analyst to run financial models in coordination with operations management fuels management and construction management etc. to qualify new sites for lease or purchase.

Circle K Stores Inc

RE Development Manager

As a Tax Senior Manager, you will be responsible for the following job duties, which focus on your technical expertise and ability to lead a collaborative team dedicated to excellent client service: Manage tax consulting and compliance of multiple engagements across different jurisdictions. Our Family Office Global Family Enterprise (GFE) practice focuses on providing compliance and consulting services to wealthy families and their private business or investment entities, including personal, charitable and trust taxation and estate/gift taxation.

Tax Senior Manager – Global Family Enterprise

As a Tax Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service: Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance. Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance.

Tax Manager - Ultra High Net Worth

Tax Senior Manager - Global Family Enterprise

The ideal candidate will have a minimum of 4 years of IT support experience, strong technical troubleshooting and analytical skills, and demonstrated expertise in Active Directory, Group Policy, hardware and software troubleshooting, printer management, IP phone systems, computer imaging and deployment, and network diagnostics. The Tier III Helpdesk Technician serves as a senior technical resource for the organization, handling complex escalations, resolving advanced technical issues, and supporting the reliability, security, and performance of the firm's IT environment.

Robertson, Anschutz, Schneid, Crane & Partners

Help Desk Technician III

Truist Financial Corp

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. You'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors.

Northern Trust Corp

Senior Wealth Strategist

Wealth Strategist

Other credentials a plus 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field Very strong knowledge of finance and capital markets required Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career Strong abilities to multi-task, manage various client requests and effectively prioritize Unquestioned commitment to integrity in personal and professional activities Demonstrated ability to work effectively in a team environment Confidence to work directly with senior leaders and high-net worth clients.

BakerAvenue

Wealth Advisor, Managing Director

Since 1902, Day Pitney has been working collaboratively and effectively with clients in a wide range of industries, including Energy and Utilities; Financial Services; Healthcare and Life Sciences; Insurance and Reinsurance; Intellectual Property and Technology; Family Office Practice; Real Estate and Environmental; and Tax-Exempt Organizations and Charitable Giving. Day Pitney, an East Coast-based law firm with national and international reach, has approximately 330 attorneys in 13 offices in Connecticut, Florida, Massachusetts, New Jersey, New York, Rhode Island, and Washington, DC.

Our mission is to work collaboratively and effectively with our clients to resolve complex legal challenges. We add value by combining innovation with knowledge and experience. 

Since 1902, Day Pitney has been helping clients in a wide range of industries thrive and prosper. We build long-lasting partnerships by listening to our clients and understanding their objectives. 

We have a thorough, in-depth understanding of the legal issues that confront our clients because we speak their language and know their business.

Day Pitney is an East Coast law firm with approximately 300 attorneys in eleven offices in Boston, Connecticut, Florida, New Jersey, New York and Washington, D.C. Day Pitney provides unlimited access to partners and has cultivated a deep bench of knowledgeable and experienced attorneys in all practice areas. Our lawyers work seamlessly across disciplines to guide our clients through the evolving legal landscape. 

Day Pitney’s Corporate, Litigation, and Trusts and Estates attorneys represent a variety of clients from individuals to Fortune 100 companies. The breadth and scope of our services to individual clients and families are among the most comprehensive in the country.

Day Pitney LLP

Patent Litigation Associate

In this position, you will play a central part in driving transaction workflows, performing critical title reviews , drafting and examining proformas , preparing accurate title bills , issuing final title policies , and coordinating multi-property commercial closings alongside national underwriters, attorneys, and lenders. Commercial Paralegals Welcome: If you are an experienced Commercial Real Estate Paralegal , your background in title review, survey analysis, and multi-state deal mechanics makes you an ideal fit for this role!

Godot Consulting Group

Title Insurance | National Commercial Coordinator | Remote

This is an excellent opportunity for an attorney who wants to learn this area of law or who enjoys advisory work, public service impact, and building long-term relationships with local governments within a collaborative firm environment. Provide guidance and ensure compliance with local, state, and federal law, and administrative rules, including public record and sunshine law, procurement and public contracts, ethics laws, state preemption, and local government legislative processes.

Founded in 1925, Shumaker, Loop &amp; Kendrick, LLP is a full-service business law firm with more than 260 lawyers and five offices in Toledo and Columbus, Ohio; Tampa and Sarasota, Florida; and Charlotte, North Carolina.&nbsp; Shumaker is a premier provider of quality legal services.&nbsp; Whether it's commitment to clients or work in the community, involvement lies at the core of all of Shumaker&rsquo;s initiatives.

Estate Planning Attorney Jobs in Florida

Tax Senior Manager - Family Office RSM

Tax Senior Manager – Family Office RSM

Retail Producing Sales Manager Truist Financial Corporation

Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Deloitte Touche Tohmatsu Ltd

Accounting Specialist (7417) Lutheran Services Florida

Private Client Banker III Wintrust Financial Corporation

ADMINISTRATIVE ASSISTANT I - 79010879 Government of Florida

Senior Escrow Officer Guranteed Rate Inc

RE Development Manager Circle K Stores Inc

Tax Senior Manager – Global Family Enterprise RSM

Tax Manager - Ultra High Net Worth RSM

Tax Senior Manager - Global Family Enterprise RSM

Help Desk Technician III Robertson, Anschutz, Schneid, Crane & Partners

Retail Producing Sales Manager Truist Financial Corp

Senior Wealth Strategist Northern Trust Corp

Wealth Strategist Northern Trust Corp

Wealth Advisor, Managing Director BakerAvenue

Patent Litigation Associate Day Pitney LLP

Title Insurance | National Commercial Coordinator | Remote Godot Consulting Group

Government Law & Policy Associate Shumaker, Loop & Kendrick, LLP

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