- Revel CPA (NC)
- …way? As a Principal, you are an experienced accountant capable of managing the client relationship in its entirety. You ensure we deliver what we promise and review ... help clients navigate complex tax landscapes, ensuring compliance while maximizing financial opportunities. You're deeply connected to their goals and passionate… more
- Regions Bank (Charlotte, NC)
- …At Regions, the Credit Products Specialized Industries Product Specialist is a client -facing role, partnering directly with coverage on the extension of credit ... work directly with teammates in Credit Products, Credit Risk, Client Coverage, Capital Markets, and other areas of the...member of the relationship team + Legal document and financial analysis experience + Understanding of loan structuring needs,… more
- Cherry Bekaert (Charlotte, NC)
- …trends and opportunities for creating new services, and ensure seamless client delivery across disciplines. In addition, the role will involve developing ... also directly service clients with at least 600 annual client charge hours. To be considered for this role,...providing you and your family with a measure of financial protection. **About Cherry Bekaert** Cherry Bekaert, ranked among… more
- EMCOR Group (Hendersonville, NC)
- …a range of services that support mission-critical areas of financial services, manufacturing, pharmaceutical, transportation, and education sectors. **Job Title:** ... Manager and the Facility Managers, overseeing a dedicated region of the client account portfolio. The Regional Coordinator will be an excellent communicator and… more
- Black & Veatch (Winston Salem, NC)
- …you will have the opportunity to: + Provide technical support for client projects with design review services, design engineering services, and development ... engineering support. + Support client projects with feasibility studies, energy production estimates, and...company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By… more
- Cherry Bekaert (Charlotte, NC)
- …for companies. + Keep staff up-to-date on Sales Tax law trends, changes that affect client base. + Present Cherry Bekaert as a thought leader in the industry (assist ... **Engagement Management** + Serve as the Engagement Manager on specific client sales tax engagements, taking responsibility for pre-engagement planning, execution,… more
- Wells Fargo (Gastonia, NC)
- …Home Mortgage programs; analyze and offer mortgage loan products based on the client 's needs + Process loan applications for mortgage transactions and review rates ... and terms within guidelines + Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication + Continuously pursue… more
- First Horizon Bank (Asheboro, NC)
- …confidential research and investigations of money laundering and other financial crimes. Must have in-depth knowledge of BSA/AML/OFAC regulations. **ESSENTIAL ... DUTIES AND RESPONSIBILITIES** + Monitor all aspects of client relationships and conduct customer due diligence and enhanced...+ Experience Required - 5 - 10 years of financial institution experience + 5 - 10 years of… more
- Deloitte (Charlotte, NC)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Bank of America (Charlotte, NC)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more