- WTW (Charlotte, NC)
- …general direction and focuses on financial statement preparation and review, regulatory compliance , and client relationship management. The position plays a key part ... service providers. **Specific Responsibilities:** **Insurance** + Liaison with insurance broker and reinsurance brokers as required. + Assist with underwriting… more
- Deloitte (Charlotte, NC)
- …solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity ... and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex… more
- Deloitte (Raleigh, NC)
- …understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance ? If this is music to your ears, and you love a ... team and draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex… more
- City National Bank (Raleigh, NC)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker /Dealer, Investment Banking activities for CNB's Capital Markets, Registered and ... Unregistered Fund Vehicles, Support Functions (Operations, Compliance , Risk)Thrives in a dynamic team-based environment, effectively manages ambiguity, works… more
- Deloitte (Charlotte, NC)
- …a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with ... Tax LLP and sector-specific trainings. + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax… more
- US Bank (Charlotte, NC)
- …Highlights_** + Partners with leaders in their assigned Line of Business, Risk/ Compliance /Audit (RCA) Consultants, and other RCA Managers to, depending on the ... effective risk management framework + Lead projects and/or activities that ensure compliance with applicable federal, state, and local laws and regulations +… more
- Lincoln Financial (Charlotte, NC)
- …participant communications - in partnership with external administration vendor. * Ensure compliance with applicable regulations such as IRC 409A and coordinate with ... administration of Bermuda-specific employee benefit programs in alignment with business and compliance needs. * Serve as the key liaison with benefits vendors and… more
- Deloitte (Raleigh, NC)
- …understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance .? If this is music to your ears, and you love a ... will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day… more
- Lincoln Financial (Raleigh, NC)
- …of business processes, risks, and control objectives. + Carry out duties in compliance with all state and federal regulations and guidelines. Comply with all company ... Knowledge of internal controls, business / information technology risk, regulatory and compliance frameworks (ITIL, NIST, COBIT, NY DFS, SEC, PCI DSS etc.), project… more
- Lincoln Financial (Charlotte, NC)
- …tied to current business requirements. + Leads the development of risk mitigation and compliance strategies to ensure that the IT portfolio adheres to compliance ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more