117 finance associate jobs at 30 companies in Cape Coral, FL
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Tax Associate
Venice, Florida, United States
OnsiteFull Time, Seasonal
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
H&R Block tax course completion, customer service experience, strong communication and problem-solving skills, digital tool proficiency, and high school diploma or equivalent; accounting or finance degree preferred.
Commerce BankNASDAQ: CBSH: Provides personal and commercial banking and wealth management services.
2+ YOEAssociate's degree or equivalent experience, 2+ years of transactional banking or trust administration support, strong operational and communication skills, and proficiency with Microsoft Office tools. Trust Desk experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook, Trust Desk
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, networking, organizational, and problem-solving skills; U.S. work authorization required.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOEBachelor’s degree in accounting, business administration, finance, or related field and 3 years of financial services experience emphasizing market research and analysis; equivalent experience may qualify.
H&R Block: A tax preparation and financial services helping clients manage tax obligations and build confidence.
High school diploma or equivalent, H&R Block tax course or assessment, customer service experience, strong communication and problem-solving skills, and comfort using digital and AI tools.
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yrOnsiteFull Time
BakerAvenue: Provides wealth management and investment advisory services to high-net-worth clients.
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
US LBM: Distributes specialty building materials for residential and commercial construction.
1+ YOEPerform credit collections and applications, process payments, prepare AR reports, handle collection calls, assist lien processes, and maintain confidentiality. High School/GED and 1+ year collections experience required.
US LBM: Distributes specialty building materials for residential and commercial construction.
1+ YOEHigh school/GED required; 1–2 years credit collections or similar; Microsoft Office experience; knowledge of collections and lien laws preferred; ability to handle sensitive information confidentially.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
2+ YOEBachelor’s degree preferred; FINRA licenses SIE, Series 7 or 7TO, and Series 63/65 or 66; minimum 2 years client-facing experience in brokerage or financial services; strong knowledge of investment products; excellent communication and organizational skills; proficient in Microsoft Office; familiarity with Wealthscape, Morningstar Analytics, and Th...
Microsoft Office, Wealthscape, Morningstar Analytics, Thomson ONE
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Bachelor's degree required; strong communication, analytical, problem-solving, collaboration, leadership, interpersonal, and time-management skills. SIE exam required before joining; Series 7, Series 66, and insurance licenses required after joining.
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
2+ MgmtCollege degree or 2+ years leadership in sales, NMLS S.A.F.E. registration required, ability to analyze credit/financial information, consultative selling and coaching skills, strong verbal and written communication.
M&A Tax Senior Associate - National Tax Office (JD Required)
New York or Denver or Melville or Elgin or Baton Rouge or New Orleans or Pasadena or La Jolla or San Mateo or West Palm Beach or Dallas or Owings Mills or Houston or Fort Myers or Charlotte or Shreveport or Columbus or Austin or Johns Creek or Atlanta or Chicago or Birmingham or Philadelphia or Minneapolis or Iselin
$100k-$150k/yrHybridFull Time
EisnerAmper: Provides global accounting, tax, and business advisory services.
3+ YOEJ.D. required,3+ years federal income tax consulting experience,ACLS preferred,LL.M preferred,experience with partnerships/S corps/C corps,M&A tax structuring and due diligence,strong analytical and writing skills,proficiency with tax research databases.
Trinity Commercial Group: Full-service commercial real estate firm providing brokerage and property management.
1+ YOEAssociate's or Bachelor's in Accounting/Finance, 1–2 years accounting experience (commercial real estate preferred), proficiency in Microsoft Excel and AppFolio, strong attention to detail and communication.
North Naples Church: Provides religious worship services and PreK-12 education in Florida.
2+ YOERequires an associate's or bachelor's degree in accounting or finance, 2-5 years of accounting experience, computer and accounting system skills, Microsoft Excel proficiency, and strong communication and organizational skills.
Microsoft Excel, MS Office, ACS RealmPay, Realm, FSA
David Lawrence Centers for Behavioral Health: Provides comprehensive mental health and substance abuse treatment services.
5+ YOEAssociate degree in accounting, finance, business, or related field, or 5+ years of payroll experience; payroll compliance knowledge, Microsoft Office 365 skills, EMR experience, and required screenings.
Microsoft Office 365, Microsoft Teams, Electronic Medical Records (EMR)
Sales Associate / Jewelry Specialist - Jared Jewelers - Bell Tower Shops - Fort Meyers, FL
Fort Myers, Florida, United States
OnsiteMultiple Commitments Available
Signet JewelersNYSE: SIG: Largest retailer of diamond jewelry and watches.
Retail/sales or jewelry experience preferred; strong customer service and communication skills; flexible availability for nights, weekends and holidays; ability to meet sales goals and present product features and financing options.
City of Fort Myers: Providing municipal services and public safety for Fort Myers residents.
3+ YOEAssociate's degree in accounting/finance/business administration or equivalent payroll experience; 3 years payroll experience; payroll processing, reconciliation, regulatory knowledge, computer and spreadsheet proficiency, strong communication and judgment.
New York or Iselin or Melville or Naples or Melville South or Fort Myers or West Palm Beach or Fort Lauderdale or Dallas
$85k-$150k/yrHybridFull Time
EisnerAmper: Provider of accounting, tax, and business advisory services.
3+ YOE3+ years public accounting experience with real estate/partnership taxation; bachelor\u0002s in accounting required; CPA or IRS Enrolled Agent preferred; strong tax research, technical writing, and transactional experience.
Keiser University: Provides career-focused higher education and degree programs.
Associate degree required; detail oriented; excellent computer and communication skills; responsible for managing student payments, plans, and collections.
Collier County Clerk of the Circuit Court and Comptroller: Manages court records and financial auditing for Collier County.
1+ YOEAssociate degree in accounting/business plus one year accounting experience (or equivalent). Performs revenue processing, reconciliations, grant and capital asset support, financial reporting, and audit preparation.
Windows, Microsoft Excel, Microsoft Word, Microsoft Outlook