Top 21 Tax associate Jobs in Naples, Fl

Associate Client Advisor
Bessemer Trust Company of FL —Naples, FL
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Trust & Estates Senior Associate Attorney (248/o)
Denovo Review —Naples, FL
- Full-time
- Analysis skills
- In-person
- Senior level
Quick Apply
Trusts & Estates Associate - Naples, Florida
Cummings & Lockwood LLC —Naples, FL
- From $180,000 a year
- Full-time
- Background check
- Research
- Mid-level
Quick Apply
Trust & Estates Associate
Leoforce —Naples, FL
- $150,000 - $200,000 a year
- Mid-level
- Business development
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
Accounts Payable Specialist
CID Design Group —Bonita Springs, FL
- Full-time
- Mid-level
- Office
- Microsoft Office
- Profit sharing
- Paid holidays
Quick Apply
Tax Senior Associate - Private Client Services (PCS)
Hill, Barth & King LLC —Naples, FL
- Full-time
- Management
- CPA
- Writing skills
- Profit sharing
- Paid holidays
Quick Apply
14d
Trust & Estate Attorney (Naples, FL)
Bond, Schoeneck & King —Naples, FL
- Full-time
- 5 years
- Team management
- Senior level
Tax Manager (Florida)
Mercer Advisors —Naples, FL
- $106,000 - $145,000 a year
- Weekends as needed
- CPA
- 5 years
- Research
- Paid parental leave
- Health savings account
Quick Apply
Financial Advisor
Moors & Cabot Inc —Naples, FL
- Full-time
- 7 years
- Sales
- Research
- Disability insurance
- Health insurance
Quick Apply
Tax Senior Manager - Healthcare & Professional Services
HBK CPAs & Consultants —Naples, FL
- Full-time
- CPA
- 8 years
- Senior level
- Profit sharing
- Paid holidays
Quick Apply
Tax Manager - Briers Accountants & Advisors
Archer Lewis Services LLC —Bonita Springs, FL
- $90,000 - $100,000 a year
- CPA
- Research
- Office
- Commuter assistance
- Paid parental leave
Quick Apply
6d
Private Wealth Advisor - FineMark
Commerce Bank —Estero, FL
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Lead Accountant
I Heart EBITDA —United States
- $60,000 - $65,280 a year
- Full-time
- Remote
- 5 years
- Finance
- Project management
- Paid training
- Health savings account
Quick Apply

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Fiduciary Tax Accountant
Cummings & Lockwood LLC —Naples, FL
Prepare U.S. federal and state fiduciary income tax returns for estates, testamentary and inter vivos trusts (Form 1041 and state equivalent as needed).
$80,000 - $100,000 a year
Quick Apply
Accounts Receivable Specialist
Confidential —Fort Myers, FL
Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred. Research and resolve unapplied cash, short payments, deductions, and…
$50,000 - $65,500 a year
Quick Apply

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Tax Administrator I
Ultimus Fund Solutions —Columbus, OH
Bachelor’s degree in business administration, tax, accounting, finance, or related field. Researches and analyzes federal and state tax laws and regulations,…
$50,000 - $55,000 a year
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Tax Associate
Embark Recruiting Solutions —Columbus, OH
Assist in the preparation of federal, state, and local tax returns for individuals, businesses, and organizations.
Quick Apply

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tax associate jobs near naples, fl

Associate Client Advisor

Bessemer Trust Company of FL -
Naples, FL

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Job Details

Benefits

Profit sharing
Paid parental leave
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Customer communication
Bachelor's degree

Full Job Description

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations.

The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Investments, Philanthropic Advisory Services, and Custody. The specific duties include:

CLIENT SERVICE

Handle routine communication with clients and their advisors via telephone, email and fax.
Document written and verbal communication with clients and their advisors in Salesforce.
Prepare charts and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
Construct customized spreadsheets for clients.
Complete financial paperwork from other institutions for clients.
File correspondence and other documents in internal databases.
Create documentation of client correspondence for tracking purposes.
Attend and contribute to client meetings and presentations.
Interface with clients when questions arise about investment strategy or capital markets outlook.

INVESTMENT MANAGEMENT

Propose and implement investment programs as directed by Client Advisors and Senior Client Advisors using Bessemer applications.
Prepare investment guidelines for client accounts in line with clients' goals and risk tolerance.
Collaborate with Client Advisors and Senior Client Advisors to proactively monitor asset allocation.
Build implication models taking into account spending, taxation, and potential market behavior among other factors.
Proactively monitor and take action to correct fixed income maturities and client overdrafts based on knowledge and history of the client account.
Initiate orders for rebalancing of accounts.

ACCOUNT ADMINISTRATION

Work with Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer. Assist in preparation of account opening documentation and account profiles, obtain required approvals, and gather legal documents and tax cost information.
Prepare Officers Committee account reports.
Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
Process client remittances in conjunction with Client Tax Department.
Monitor and assist in covering overdrafts.
Supervise and pay client bill payments.
Prepare client presentation packages and reporting on client accounts.
Coordinate trust reviews with Fiduciary Officers.

CONTINUING PROFESSIONAL EDUCATION AND DEVELOPMENT

In addition to attending all internal training sessions including Basic Trust Administration, the Associate Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications.
Attend continuing education courses on trust administration.

COMPLIANCE RESPONSIBILITIES

Comply with all regulatory requirements including but not limited to:

Assist in the preparation of Annual Relationship Reviews and Trust Administrative Reviews.

QUALIFICATIONS

Bachelor's degree required.
Proven interest in financial markets preferred.
One or more years of related business experience preferred (specifically within Wealth Management a plus).
Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred.
Analytical & independent problem solving skills.
Written and verbal communication skills.
Demonstrated leadership and teamwork qualities.
Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter.
Organizational skills and ability to manage multiple tasks.
Proficiency with Microsoft Office.
Basic knowledge of trust administration and fiduciary services.

Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.

About Bessemer Trust

Bessemer Trust is a family office, overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.

Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.

Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:

For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
To watch a video about Bessemer Trust's history, click here.
To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:

We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:

Competitive base salary plus discretionary annual bonus for select positions
A 401(k) plan with a generous annual profit-sharing contribution
Personalized development and career opportunities, including tuition reimbursement support
Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
Employee assistance (EAP) and wellness programs
Hybrid work environment: 60% in office, 40% remote for most positions
Paid time off and paid parental leave
Employer-paid life insurance and short- and long-term disability coverage
Legal services and financial wellness plans at no cost to employees

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.

Apply Now

Refine Your Search

tax associate jobs in naples, fl

Associate Client Advisor

Trust & Estates Senior Associate Attorney (248/o)

Trusts & Estates Associate - Naples, Florida

Trust & Estates Associate

Accounts Payable Specialist

Tax Senior Associate - Private Client Services (PCS)

Trust & Estate Attorney (Naples, FL)

Tax Manager (Florida)

Financial Advisor

Tax Senior Manager - Healthcare & Professional Services

Tax Manager - Briers Accountants & Advisors

Private Wealth Advisor - FineMark

Lead Accountant

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