Investment Management TN Sponsorship Jobs in Florida
Florida's investment management sector spans Miami's international finance hub, Tampa's growing wealth management corridor, and Orlando's expanding financial services market. Canadian and Mexican professionals pursuing TN visa sponsorship will find active employers including Raymond James, Voya Financial, and Fidelity, alongside numerous registered investment advisers and private equity firms across the state.
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Get Access To All JobsAbout Corient
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Responsibilities
- Contributing to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.
- Preparing and self-reviewing work products for completeness and accuracy and preparing them for client delivery. Work product focus will include a concentration on high-net-worth individuals, fiduciary tax, not for profit compliance and entity tax filings.
- Preparing work papers based on professional standards. Processing data and converting it to a reviewable product.
- Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services. Working within a small team environment to deliver integrated family office services to clients.
- Aiding in the preparation of various time-sensitive client requests and planning opportunities.
- Facilitating communications and providing ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education.
- Contributing to a flexible, stable, and team-oriented working culture that fosters professional development.
Qualifications & Requirements
- Bachelor’s degree in accounting
- 2-6 years of related work experience in a tax or family office practice; an emphasis on individual and fiduciary experience is critical; and other competencies including pass through, gift tax or not for profit
- A commitment to learning and developing in an exacting tax environment within a growth business
- Excellent interpersonal, analytical, and problem-solving abilities.
- Strong written and verbal communication skills.
- Proficiency in compliance technology applications including Pro Systems, BNA Income Tax planner and Microsoft products.
- MBA or MS in Taxation a plus
- CPA or CPA exam parts passed preferred
- Knowledge of CCH Engagement a plus
- CCH Axcess Tax and BNA Income Tax Planner
About Corient
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Responsibilities
- Contributing to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.
- Preparing and self-reviewing work products for completeness and accuracy and preparing them for client delivery. Work product focus will include a concentration on high-net-worth individuals, fiduciary tax, not for profit compliance and entity tax filings.
- Preparing work papers based on professional standards. Processing data and converting it to a reviewable product.
- Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services. Working within a small team environment to deliver integrated family office services to clients.
- Aiding in the preparation of various time-sensitive client requests and planning opportunities.
- Facilitating communications and providing ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education.
- Contributing to a flexible, stable, and team-oriented working culture that fosters professional development.
Qualifications & Requirements
- Bachelor’s degree in accounting
- 2-6 years of related work experience in a tax or family office practice; an emphasis on individual and fiduciary experience is critical; and other competencies including pass through, gift tax or not for profit
- A commitment to learning and developing in an exacting tax environment within a growth business
- Excellent interpersonal, analytical, and problem-solving abilities.
- Strong written and verbal communication skills.
- Proficiency in compliance technology applications including Pro Systems, BNA Income Tax planner and Microsoft products.
- MBA or MS in Taxation a plus
- CPA or CPA exam parts passed preferred
- Knowledge of CCH Engagement a plus
- CCH Axcess Tax and BNA Income Tax Planner
TN Investment Management Job Roles in Florida
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Search Investment Management Jobs in FloridaInvestment Management TN Sponsorship Jobs in Florida: Frequently Asked Questions
Which investment management companies sponsor TN visas in Florida?
Several established firms in Florida have a track record of hiring TN visa holders for qualifying roles. Raymond James, headquartered in St. Petersburg, is one of the largest employers in the state's investment management sector. Voya Financial, Fidelity Investments, and various registered investment advisers and private equity firms in Miami and Tampa also regularly hire professionals in roles that align with TN visa categories.
Which cities in Florida have the most investment management TN sponsorship jobs?
Miami is Florida's primary hub for investment management, particularly for international asset managers and wealth management firms serving Latin American clients. St. Petersburg and Tampa host major firms including Raymond James and several insurance-linked asset managers. Orlando has a smaller but growing financial services presence. Jacksonville also has notable activity given its concentration of banking and asset management back-office operations.
What types of investment management roles typically qualify for TN sponsorship?
TN visa eligibility in investment management generally applies to roles that fall under the Accountant or Financial Analyst categories in the TN occupation list. Qualifying positions commonly include portfolio analyst, financial analyst, investment research analyst, and certain accounting roles tied to fund operations. Roles that are primarily sales-focused or do not require a directly related bachelor's degree typically do not qualify. An immigration attorney can assess whether a specific job description meets TN standards.
How do I find investment management TN sponsorship jobs in Florida?
Migrate Mate is the most focused resource for this search, as it filters specifically for TN-eligible roles and employer sponsorship patterns. Searching within Migrate Mate for investment management positions in Florida surfaces employers who have historically supported TN visa hires, saving significant time compared to manually screening general job listings. Filtering by city within Florida also helps narrow results to Miami, Tampa, or St. Petersburg depending on your target market.
Are there any Florida-specific considerations for TN sponsorship in investment management?
Florida has no state income tax, which affects compensation structuring conversations but does not change TN visa eligibility. Miami's prominence as a gateway for Latin American capital means some firms look specifically for bilingual professionals with regional expertise, which can be advantageous for Canadian candidates with relevant backgrounds. Florida also has a large concentration of registered investment advisers regulated at the state level, and some smaller RIA firms may be less familiar with TN sponsorship processes than larger institutional employers.