- Wells Fargo (Charlotte, NC)
- …and retirement income support via inbound/outbound calls, team meetings, and advisor consultations + Deliver advanced retirement planning strategies tailored to ... client needs, including Social Security optimization, income layering, and tax -efficient withdrawal approaches + Partner with annuity carriers to stay current on… more
- Fifth Third Bank, NA (Charlotte, NC)
- …financial plans, analysis, and models, which may encompass business transitions, tax planning, estate and trust planning, retirement, investments, and risk ... types. This position reports directly to the Director, Business Transition Advisor . ESSENTIAL DUTIES AND RESPONSIBILITIES: Support the Prospect and Client… more
- Anywhere Real Estate (Charlotte, NC)
- …and Responsibilities:** + Audit invoices to client policy, supplier contracts, tax authority requirements and supporting documents to ensure accurate client ... invoicing. + Assess Value Added Tax , Goods and Services tax...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Wolters Kluwer (Raleigh, NC)
- …zones preferred _** **Wolters Kluwer** is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses ... will report to the Manager, Field Sales Specialty - Tax & Accounting North America. **What you'll be doing:**...solutions. + **Consultative Support** - Serve as a trusted advisor on audit-related matters, providing guidance to clients on… more
- US Bank (Charlotte, NC)
- …and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net ... (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance,… more
- Grant Thornton (Charlotte, NC)
- …with the leaders for our three service lines (Advisory, Audit & Tax ) to identify and scope solution-specific priorities + Translating solution priorities into ... teams to achieve stated goals + Demonstrated ability to be a trusted advisor , consistently sought out for advice by leadership and stakeholders + Innovative and… more
- KeyBank (Charlotte, NC)
- …and equity investments for low-income housing projects, especially Low Income Housing Tax Credit (LIHTC) financing. With a national presence and an experienced team ... Bank's goal of a high level of service. Acting as a trusted advisor to both current clients and future relationships. Actively participating in Industry… more
- Wells Fargo (Winston Salem, NC)
- …investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and ... Fiduciary Specialist) on the Personal Trust Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and Capital Markets ... Business Unit stakeholders to support The Business Unit Risk Advisor Specialist II-FINRA is a role within the Investment Banking and Capital Markets (IBCM) Business… more
- GE Vernova (Wilmington, NC)
- …Description Summary** The Intellectual Property (IP) Counsel serves as the lead legal advisor and subject matter expert on IP-related matters for GE Vernova Hitachi ... business leaders, develop and implement corrective actions. + Serve as in-house advisor to the General Counsel and/or Litigation Counsel, as appropriate, in… more