- Bank of America (Charlotte, NC)
- …as well as COIs and other external partners + Technical expertise in areas of fiduciary , planning, tax regulatory, legal and compliance + Strong ability to work ... Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta,...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Deloitte (Charlotte, NC)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- Truist (Charlotte, NC)
- …to perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment ... years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification and… more
- TIAA (Charlotte, NC)
- …and Duties** + Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. + ... direction of the Director. + Monitors changes in state fiduciary law, state and federal tax law,...up not less than annually. + Serve as project manager over the trust digesting process (ie: prepares status… more
- Truist (Charlotte, NC)
- …job description:** The Sports & Entertainment Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate Relationship ... Manager for growth of the national Sports & Entertainment...development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that… more
- General Motors (Raleigh, NC)
- …report to that location three times a week, at minimum. **The Role:** The Manager , US Retirement will report to the Director, Global Benefits, Labor Relations and ... and collaborate with GM Labor Relations, Human Resources, Policy, Legal, Tax , Finance, Treasury Operations and third-party administrators + Oversee daily operations… more
- TIAA (Charlotte, NC)
- **Trust Administration Manager ** The Trust Administration Manager manages a team of experienced professionals that work on trust and estate accounts. This job ... consistent with trust laws and regulations. In addition, the Trust Administration Manager oversees the development of new businesses by expanding service to existing… more