- Cardinal Health (Fort Lauderdale, FL)
- …schedule coming into the local office 1-2 days a week! **Position Overview** The Accounting Advisor will be responsible for managing various accounting ... understanding of accounting principles and excellent analytical skills. The Accounting Advisor will play a crucial role in ensuring the company's financial… more
- Deloitte (Boca Raton, FL)
- Engagement Financial Advisor Intern - Summer 2026 Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte ... You'll Do As a Summer 2026 Intern, Engagement Financial Advisor (EFA), you will team and collaborate with other...full-time academic program in one of these related majors: Accounting , Finance, Economics, Business Management * Ability to travel… more
- Truist (West Palm Beach, FL)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... essential functions. 1. Bachelor's degree with a concentration in business, accounting , finance, banking or equivalent financial services experience and related… more
- H&R Block (Boca Raton, FL)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... virtual tax interviews + Sales and/or marketing experience + Bachelor's degree in accounting or related field What you'll bring to the team + Build year-round… more
- H&R Block (Boca Raton, FL)
- …+ Experience completing complex tax returns + 5+ years of experience in accounting , finance, bookkeeping or tax + Experience conducting virtual tax interviews that ... create confidence in clients + Tax planning and audit support experience + Sales and/or marketing experience What you'll bring to the team + Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (ie, video… more
- Deloitte (Boca Raton, FL)
- …Each intern is assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of the internship. The ... senior manager, offers career guidance and feedback. The onboarding advisor is a peer level "buddy" to help answer...with definitive plans to pursue a bachelor's degree in accounting or related field + Definitive plans to meet… more
- Truist (Palm Beach, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Deloitte (Boca Raton, FL)
- …will work within an engagement team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management ... client work papers and income tax returns + Bachelors degree in accounting , finance or other business-related field + Limited immigration sponsorship may be… more
- Deloitte (Boca Raton, FL)
- …years of experience in federal partnership tax + Bachelor's degree in accounting or business-related field + Numerical-problem-solving focus + Aptitude in MS ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- Deloitte (Boca Raton, FL)
- …to co-locate in person 2-3 days per week + Bachelor's degree in accounting , finance, law, business administration, economics, or related field + Limited immigration ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- Deloitte (Boca Raton, FL)
- …co-locate in person 2 - 3 days per week + Bachelor's degree in accounting , finance, law, business administration, economics, or related field + 5+ years of ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- Bank of America (West Palm Beach, FL)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... follow up of client meetings. * Strong corporate finance, capital markets and accounting acumen. * Financial modeling experience and the completion of a formal… more