- Wells Fargo (Charlotte, NC)
- …Fargo is Commercial Real Estate Portfolio Management with experience in Low-Income Housing Tax Credit (LIHTC) industry or Commercial Real Estate industry with ... + Review third-party inspections and reports in compliance with Low Income Housing Tax Credit (LIHTC) regulations + Assist with customer funding requests,… more
- TIAA (Charlotte, NC)
- **Job Description** + Assist the VP of Tax and Head of Tax with federal, state/local, and international tax compliance oversight, providing tax ... to business partners, working with deal teams to maximize tax efficiency of investment structures. + Responsible for managing...Companies (BDC's) is a plus. + Knowledge of private credit and traditional private equity fund taxation. + Proficient… more
- Wells Fargo (Winston Salem, NC)
- …begins with you. **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of ... including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and… more
- Truist (Charlotte, NC)
- …and values. + Promote sound risk management and compliance with applicable credit , underwriting, operational, regulatory, tax and legal policies and procedures. ... and servicing contacts at agencies and other lenders/investors. + Assist servicing/ asset management with problem assets and borrower requests. + Promote cohesive,… more
- TIAA (Charlotte, NC)
- …with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. ... calls, providing individual participants with options for retirement plans, after- tax investments, insurance products, payment flexibility, investment choices and… more
- Edward Jones (Fuquay Varina, NC)
- …over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. ... 2024, an application fee was required for consideration 2 As your new asset compensation and commissions increase over the first five years, salary will decrease… more
- Edward Jones (Winston Salem, NC)
- …clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value ... in the branch of mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered by the firm and… more
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