- Deloitte (Raleigh, NC)
- …- a multidisciplinary field that integrates economics, business, finance, legal, and tax principles in the analysis of global intercompany transactions. You must ... issues. This multidisciplinary group, comprised of professionals with backgrounds in tax , economics, law, finance, and accounting, brings a well-rounded approach to… more
- Edward Jones (Garner, NC)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account.… more
- Truist (Charlotte, NC)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Vanguard (Charlotte, NC)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor , You ... them plan their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop… more
- NC Department of Transportation (Wake County, NC)
- …that demonstrates the following: + Demonstrated experience serving as a technical advisor to internal and external partners and developing written documents and ... Flex (a variety of high-quality, low-cost benefits on a pre- tax basis), and paid vacation, sick, and community service...your level of experience in serving as a technical advisor to internal and external partners and developing written… 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
- Comerica (Charlotte, NC)
- …administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Client Assistant ... Client Assistant Sr., you will work directly with your assigned Trust Advisor , our partnered Financial Advisors, and other internal business partners to complete… 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
- ADP (Charlotte, NC)
- …personal production and networking, ADP corporate generated lead activities, the financial advisor community and ADP payroll sales force generated leads. + Develops ... promotes the benefits of partnering with ADP through the advisor community to drive sales within the 401k market....management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business… more
- Truist (Charlotte, NC)
- …to translate strategic objectives into transformative IT solutions. Act as a trusted advisor and advocate for the business, ensuring the right investments are made ... optimal outcomes aligned with business priorities. 4. Act as a trusted advisor to senior executives and business leaders. Collaborate to understand critical business… more