- Truist (Charlotte, NC)
- …Microsoft Office software products. + Ability to travel, occasionally overnight. ** Preferred Qualifications** + Wealth management, brokerage, advisor and/or ... offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates.… more
- Truist (Charlotte, NC)
- …offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates. ... segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business opportunities… more
- Truist (Raleigh, NC)
- …offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates. ... from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide...and ability to learn proprietary bank platforms and software. Preferred Qualifications: 1. LL.M in Taxation, Masters of Taxation,… more
- Truist (Charlotte, NC)
- …offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates. ... of America) **Please review the following job description:** The Business Unit Risk Advisor II engages with Business Unit leadership in its management of risks and… more
- Truist (Raleigh, NC)
- …offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates. ... experience while balancing risk exposure to the Enterprise. The Business Unit Risk Advisor I engages with Business Unit leadership in its management of risks and… more
- Vanguard (Charlotte, NC)
- …impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored ... serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and...Additional certifications such as the CFA, CTFA or CPA preferred . + This job requires a Series 7, 63… more
- Hexagon Agility (Salisbury, NC)
- …various Business Units. * Consult on executive compensation proposals. * Supervise external tax advisor relationships. * Special projects and other duties as ... and implement appropriate control procedures / process improvements for tax compliance. * Act as an internal advisor...desired. * 5+ years public accounting (large firm experience preferred ), specializing in Tax . * Manufacturing Experience,… more
- Truist (Charlotte, NC)
- …offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates. ... business units as a subject matter expert to facilitate evaluation of tax -exempt lending opportunities, including sales process, closing and ongoing issues related… more
- Deloitte (Raleigh, NC)
- …that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We ... includes experience with Oracle TRCS and other EPM Suite applications. Preferred indirect tax (transaction tax ) experience with using native Oracle product… more
- Deloitte (Charlotte, NC)
- …handle multiple, competing priorities Preferred + Advanced degree such as Masters of Tax , JD, and/or LLM + Previous Big 4 or large CPA firm experience + Banking, ... 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) + 5+… more