- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... influence (COI), work with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs, reviews fiduciary … more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book of business which… more
- Truist (Charlotte, NC)
- …Business Unit. Present risk aggregation, key risks and emerging risks to senior Business Unit Leadership. Identify and opine on remediation to address weaknesses ... Committee. + Guide risk-taking behavior. Provide counsel and advice to BU and senior BU leaders. + Monitor risk exposures, concentrations and limits. Ensure risk… more
- Truist (Charlotte, NC)
- …following job description:** We are seeking a highly skilled and hands-on Senior Platform Engineer to help engineer and scale enterprise-grade platform services that ... complex technical and business problems. 7. Ability to influence others at senior levels to adopt a new perspective. **Preferred Qualifications:** 1. Hands-on… more
- Deloitte (Raleigh, NC)
- Our Business Tax Services ("BTS") practice provides our clients a broad range of tax services across more than 150 countries and regions worldwide. Within the ... renewable energy and sustainability and have relevant experience, Deloitte Tax LLP ("Deloitte Tax ") may be the...on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will… more
- Deloitte (Charlotte, NC)
- Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," " tax ... Services Insurance practice. What you'll do As an Insurance Tax Senior Consultant within the Business ...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Charlotte, NC)
- …with leadership to identify process improvements and opportunities for new services. The Tax Senior will ensure accurate, timely completion of deliverables. The ... and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated...on May 29, 2026. Work you'll do: As a Senior , you will identify eligible federal C&I generating activities… more
- Deloitte (Charlotte, NC)
- …than 150 countries and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated to providing comprehensive ... tax C&I services. If you have a passion for...on May 31st 2026. Work you'll do: As a Senior Consultant within Sustainability: Gi3 practice, you will advise… more
- Deloitte (Raleigh, NC)
- …and a very fast-paced environment, we have the career for you! What you'll do As a Tax Senior you will work within an engagement team and draw on experience in ... and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance? If this is music to your ears, and you love a… more
- Deloitte (Raleigh, NC)
- …) practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a ... Are you a strategic and creative federal tax professional who likes solving complex federal ...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
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