ZipRecruiter

Log In

2

Remote Tax Exempt Jobs in Florida (NOW HIRING)

Novoco

Tax Senior

Plantation, FL · On-site +1

Some positions at Novogradac may be open to remote or hybrid work arrangements depending on ... Tax-exempt bond and HOME programs. Why work with us? Novogradac is committed to fostering a ...

Novoco

Tax Senior

Naples, FL · On-site +1

Some positions at Novogradac may be open to remote or hybrid work arrangements depending on ... Tax-exempt bond and HOME programs. Why work with us? Novogradac is committed to fostering a ...

Novoco

Tax Manager

Naples, FL · On-site +1

$104K - $137K/yr

Some positions at Novogradac may be open to remote or hybrid work arrangements depending on ... Tax-exempt bond and HOME programs. Why work with us? Novogradac is committed to fostering a ...

Novoco

Tax Manager

Plantation, FL · On-site +1

$110K - $144K/yr

Some positions at Novogradac may be open to remote or hybrid work arrangements depending on ... Tax-exempt bond and HOME programs. Why work with us? Novogradac is committed to fostering a ...

Papco

Senior Tax Analyst, Indirect Tax

Miami, FL · On-site +1

$110K - $111K/yr

Maintain databases and documentation for tax exemptions, rates, and rules. * Conduct tax research ... Adaptability to a growing and changing business environment. #WFS #LI-TB3 #LI-Remote World Fuel is ...

Novoco

Audit/Tax Manager

Plantation, FL · On-site +1

$103K - $135K/yr

Some positions at Novogradac may be open to remote or hybrid work arrangements depending on ... Tax-exempt bond and HOME programs. Why work with us? Novogradac is committed to fostering a ...

Novoco

Audit/Tax Manager

Naples, FL · On-site +1

$97K - $128K/yr

Some positions at Novogradac may be open to remote or hybrid work arrangements depending on ... Tax-exempt bond and HOME programs. Why work with us? Novogradac is committed to fostering a ...

Moss

Tax Accountant

Fort Lauderdale, FL · On-site +1

The Tax Accountant will assist with maintaining compliance with ever-changing construction-related ... FORT LAUDERDALE, FL (HYBRID OR REMOTE AVAILABLE) CLASSIFICATION: FULL TIME - EXEMPT - SALARIED ...

Novoco

Audit Senior

Plantation, FL · On-site +1

... Tax-exempt bond and HOME programs. Why work with us? Novogradac is committed to fostering a ... Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and ...

Novoco

Audit Senior

Plantation, FL · On-site +1

... Tax-exempt bond and HOME programs. Why work with us? Novogradac is committed to fostering a ... Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and ...

MyFlorida

TAX LAW SPECIALIST - 73000515

Tallahassee, FL · On-site +1

$72K/yr

The position is eligible for working from a remote location within a local Department of Revenue ... Registration Exemption from the SSS. For more information, please visit the SSS website at ...

MyFlorida

TAX LAW SPECIALIST - 73000515

Tallahassee, FL · On-site +1

$72K/yr

The position is eligible for working from a remote location within a local Department of Revenue ... Registration Exemption from the SSS. For more information, please visit the SSS website at ...

MyFlorida

TAX LAW SPECIALIST - 73000515

Tallahassee, FL · On-site +1

$72K/yr

The position is eligible for working from a remote location within a local Department of Revenue ... Registration Exemption from the SSS. For more information, please visit the SSS website at ...

MyFlorida

TAX LAW SPECIALIST - 73000515

Tallahassee, FL · On-site +1

$72K/yr

The position is eligible for working from a remote location within a local Department of Revenue ... Registration Exemption from the SSS. For more information, please visit the SSS website at ...

next page

Showing results 1-20

All JobsTax Exempt JobsRemote Tax Exempt JobsRemote Tax Exempt Jobs in Florida

Remote Tax Exempt information

What is the difference between Remote Tax Exempt vs Remote Tax Preparer?

AspectRemote Tax Exempt
CredentialsTypically requires tax exemption certification or specific industry training
Work EnvironmentRemote, often independent or with tax organizations
Industry UsageUsed in nonprofit, government, or specific tax-exempt organizations
Job FocusHandling tax exemption statuses, compliance, and documentation

Remote Tax Exempt professionals focus on managing tax exemption statuses and compliance for organizations, often requiring specialized certifications. In contrast, Remote Tax Preparer roles involve preparing and filing individual or business tax returns, usually requiring CPA or EA credentials. While both roles work remotely and involve tax knowledge, their core responsibilities and certifications differ significantly.

What are the most commonly searched types of Remote Tax jobs in Florida?

The most popular types of Remote Tax jobs in Florida are:

What are popular job titles related to Remote Tax Exempt jobs in Florida?

For Remote Tax Exempt jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Remote Tax Exempt jobs in Florida look for?

The top searched job categories for Remote Tax Exempt jobs in Florida are:

What cities in Florida are hiring for Remote Tax Exempt jobs?

Cities in Florida with the most Remote Tax Exempt job openings:

Remote Tax Exempt jobs near you
Infographic showing various Remote Tax Exempt job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Retirement Planner - Orlando, FL

Fidelity Investments

Orlando, FL • On-site, Remote

$50K - $69K/yr

Full-time

Life, Retirement

Posted 10 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 152 rated financial services

Job description


This role is a REMOTE job but does require you to currently live within 90 miles of the Orlando, FL area.
Put your expertise in retirement planning to work every day
The Expertise We're Looking For
  • Series 7 & Series 63 licenses required
  • 2+ years of experience in a customer service or sales role preferred
  • Knowledge of tax exempt retirement products and services highly desirable
  • Previous phone center experience preferred
  • Demonstrated ability to deliver exceptional customer results

The Purpose of Your Role
Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.
The Skills You Bring
  • Your comprehensive understanding of the current market, economy, & economic trends
  • Your robust consultative, influencing and communication skills
  • Proven capability to be proactive and demonstrate initiative
  • Strong time management and prioritization skills
  • Your receptiveness to feedback and willingness to adapt to change

The Value You Deliver
  • Onboarding new participants into their workplace plans by providing education on their company's match and savings as well as fundamental guidance to help with choosing their investment strategy
  • Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers' needs
  • Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan
  • Leverage guidance offering and appropriate tools to assist customers with their retirement readiness
  • Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets
  • Understanding and articulating Fidelity Viewpoints to provide general education to clients
  • Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate

How Your Work Impacts the Organization
The Regional Center Retirement Planner provides education and support for our workplace participants. You're tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You're providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply