- Bank of America (Charlotte, NC)
- Tax Advisor Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... to make a difference. Join us! **Job Description:** The Tax Advisor is responsible for overseeing complex...time management. **Shift:** 1st shift (United States of America) ** Hours Per Week:** 40 Bank of America and its… more
- Bank of America (Charlotte, NC)
- Tax Advisor - Federal/State Tax ...and Alteryx **Shift:** 1st shift (United States of America) ** Hours Per Week:** 40 Bank of America and its affiliates ... Description:** Responsible for ensuring compliance with federal, state, and other tax laws. The Tax Advisor will be pivotal in preparing, reviewing, and… more
- Bank of America (Charlotte, NC)
- CFO Senior Tax Advisor - International Tax...or Finance) **Shift:** 1st shift (United States of America) ** Hours Per Week:** 40 Bank of America and its ... a difference. Join us! **Job Description:** Responsible for complex tax planning, forecasting, and/or advisory responsibilities. Activities include complying with… more
- Citizens (Boston, MA)
- …estate, and tax planning strategies. * Serve as a trusted advisor to clients, offering ongoing guidance and proactively addressing financial needs. Wealth ... focusing on each client's unique circumstances. The Ultra-High Net Worth (UHNW) Wealth Advisor will collaborate closely with a Senior Wealth Advisor to deliver… more
- University of Rochester (Rochester, NY)
- …14642 **Opening:** Worker Subtype: Regular Time Type: Part time Scheduled Weekly Hours : 20 Department: 200211 International Services Office Work Shift: UR - Day ... and internal equity considerations._ **Responsibilities:** The Support and Engagement (S&E) Advisor will be responsible for advising on inquiries related to Social… more
- Capital One (New York, NY)
- …York, New York Compliance Advisor Manager Corporate Compliance is seeking a Compliance Advisor Manager to advise Tax Credit Finance and Tax Credit ... drives investments in low-income and underserved communities. The Compliance Advisor Manager will also advise on Volcker and Swap...be prorated based upon the agreed upon number of hours to be regularly worked. New York City (Hybrid… more
- Internal Revenue Service (Washington, DC)
- …to read the entire announcement before submitting their applications. The Senior Technical Advisor to the Tax Exempt and Government Entities (TE/GE) Commissioner ... serves as a legal expert and advisor to the Commissioner and Deputy Commissioner, TE/GE Division....relating to federal taxation for employee plans, exempt organizations, tax exempt bond issuers, and federal, state, local, and… more
- Truist (Atlanta, GA)
- …and insurance with Wealth segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for the Private Client Group ... (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist...regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits,… more
- Citizens (New York, NY)
- …information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible ... Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management...Able to adapt quickly to changing requirements or environments Hours and Work Schedule + Hours per… more
- TEKsystems (Chicago, IL)
- Schedule: M-F, Flexible hours , Hybrid work environment Description: The Advisor Services Relationship Manager supports Financial Advisors on new client and ... in addition to account change request support and tracking. The Advisor Services Relationship Manager also provides administrative training and website usability… more
- Bank of America (Las Vegas, NV)
- Wealth Strategies Advisor Las Vegas, Nevada **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services...as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling,… more
- General Dynamics Information Technology (Fairfax, VA)
- …**Experience:** 8 + years of related experience **Job Description:** **Contracts Administrator Advisor ** Apply your expertise to advance the mission and optimize our ... business strategy as a **Contracts Administrator Advisor ** at GDIT. Here, you'll support solving some of...plan offering the ability to contribute both pre and post- tax dollars up to the IRS annual limits and… more
- Truist (Beverly Hills, CA)
- …Truist Wealth solutions. 2. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by ... worth individuals. 3. Focus on identifying prospects for the Advisor teams to support business development efforts to include...regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits,… more
- Minnesota State (St. Paul, MN)
- …Date (if designated).** **Working Title:** Four Directions and We Thrive Pathway Advisor - MnSCU Academic Prof 2 **Institution:** Saint Paul College **Classification ... **Job Summary:** The Four Directions and We Thrive Pathway Advisor plays a critical role in supporting students' transition...the US by the day employment begins. **Work Shift ( Hours / Days of work)** Monday - Fridays 8:00am… more
- Truist (Atlanta, GA)
- …of America) **Please review the following job description:** The Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly ... and ultra-high net worth clients and prospects. The Lending Advisor is an active member of the client relationship...regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits,… more
- CIBC (Boston, MA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Trust Advisor will be a centralized role in the Fiduciary Center of ... of an assigned book of trust accounts. The Trust Advisor will partner with front office teams and provide...and Centers of Excellence. + Collaborate with internal fiduciary tax team to determine tax filings, and… more
- Edward Jones (St. Louis, MO)
- …programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, ... and available as a home-based role. We offer extended hours to serve clients from 7:30 am-5:30 pm CST....5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants… more
- General Dynamics Information Technology (Falls Church, VA)
- …**Job Description:** Transform technology into opportunity as a Oracle Fusion Techno-Functional Advisor at GDIT. A career in enterprise IT means connecting and ... matter most. At GDIT, people are our differentiator. As an Oracle Fusion Techno-Functional Advisor , you will help ensure today is safe and tomorrow is smarter. Our… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs, ... a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a portfolio of important...regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits,… more
- Truist (Nashville, TN)
- …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 ... + Demonstrates excellent investment knowledge and the ability to discuss tax and financial planning issues with client including multi-generational estate planning… more