- Wells Fargo (Winston Salem, NC)
- …leadership, communication and presentation skills with the ability to explain difficult financial, tax and legal concepts to internal partners and clients. **Job ... including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and… more
- Lincoln Financial (Charlotte, NC)
- …and their respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to creating ... Lincoln's General Account Invested Assets on a Statutory, GAAP, Management & Tax basis. They will perform complex research, analysis, & proper accounting treatment… more
- Lincoln Financial (Raleigh, NC)
- …and their respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to creating ... Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more...Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. + Provides technical research on new and… more
- Lincoln Financial (Raleigh, NC)
- …and their respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to creating ... filings, etc. * Interpreting retirement plan documents to ensure continual compliance with legal interpretation and potential impact of changes to Federal tax … more
- Truist (Charlotte, NC)
- …management and compliance with applicable credit, underwriting, operational, regulatory, tax and legal policies and procedures. **Qualifications** **Required ... servicing handoffs. + Develop and maintain strong working relationships with business, legal and servicing contacts at agencies and other lenders/investors. + Assist… more
- Compass Group, North America (Charlotte, NC)
- …business while assisting with alcohol/liquor licenses by collaborating closely with the Legal and Tax departments. The role also includes process improvement, ... Excellent communication skills with the ability to effectively interact with Legal , Tax , senior leadership, external advisors, and other internal teams. .… more
- Lincoln Financial (Greensboro, NC)
- …and their respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to creating ... a plus *Strong understanding of regulatory and accounting frameworks (Stat/GAAP/ Tax /RBC) *Substantial life product knowledge and general insurance business knowledge… more
- Lincoln Financial (Greensboro, NC)
- …and their respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to creating ... general insurance business knowledge *Strong understanding of regulatory/accounting/capital frameworks (STAT/GAAP/ Tax , RBC) *Understanding of income statements, balance sheets, and… more
- Lincoln Financial (Greensboro, NC)
- …and their respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to creating ... balance sheets, and income statements *Understanding of regulatory/accounting/capital frameworks (STAT/GAAP/ Tax /Bermuda, RBC, EC) *Advanced proficiency with Excel, Word, PowerPoint… more
- Lincoln Financial (Greensboro, NC)
- …and their respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to creating ... annuity products, regulation and valuation *Experience with regulatory/accounting/capital frameworks (STAT/GAAP/ Tax , RBC, EC) *Experience with balance sheets, income statements,… more