- Deloitte (Charlotte, NC)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... + Skill in finding and solving problems with original ideas Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients… more
- Vanguard (Charlotte, NC)
- …on a mission, and we want you to be a part of it! As a Financial Advisor within Vanguard's Advice & Wealth Management sub-division, you will develop tailored ... strategies that will help our clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients… more
- Huntington National Bank (Charlotte, NC)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties &… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What you'll do As a Tax Senior Manager within the Global Information Reporting practice, you… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...have the career for you! What You'll Do Tax senior managers identify complex tax issues and provide tax… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior Manager, you will draw on experience in accounting… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring,"… more
- Comerica (Charlotte, NC)
- …procedures. Provide excellent client service: * Communicate directly with our clients, Financial Advisor partners, and other internal business partners. * ... Trust Advisor III (Estate Settlement Officer) Comerica's estate settlement...seamless as possible for all concerned. As a Trust Advisor III in Estate Settlement, you will be responsible… more
- Xylem (Charlotte, NC)
- …* Liaise with external auditors and tax advisors as needed * Serve as a financial advisor and resource to other departments * Communicate financial ... customer expectations through innovative and sustainable solutions. **The Role:** Sr Manager, Operational Finance will utilize your specialized knowledge to… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Deloitte's Business Tax Services practice! What You'll Do As a Tax Senior Manager within the Financial Services arm of our Business Tax Services group, you will… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... the career opportunity to keep you buzzing! Work You'll Do: As a Tax Sr . Manager in our Partnership Solutions Group, Operational Partnership Services team you will:… more
- TD Bank (Charlotte, NC)
- …specific details for this role. **Line of Business:** Audit **Job Description:** The Senior Audit Group Manager leads and develops a team of audit professionals and ... a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the...direction of the audit function and provide advice to senior leadership + Ability to forecast initiatives and demand… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... the career opportunity to keep you buzzing! Work you'll do: As a Senior on our Partnership Solutions Group, Operational Partnership Services (OPS) team you will:… more
- The Hartford (Charlotte, NC)
- Senior Staff Software Engineer - IE07HE We're determined...Join our team as we help shape the future. Sr . Staff Software Engineer We're determined to make a ... and in driving innovation across the organization. As a Sr . Staff Software Engineer, you will play a pivotal...thought leadership to the team. Act as a trusted advisor to stakeholders and partners, ensuring alignment with business… more
- Truist (Charlotte, NC)
- …support via phone to self-directed brokerage clients as well as Financial Advisor assigned account holders with assistance from senior staff or management ... acts as the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage clients...to internal Client Advisory Center when aligns with clients' financial needs. 8. Serve as an advocate of the… more
- The Hartford (Charlotte, NC)
- Sr Consult Bus Data Analysis - GA07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... team supporting Global specialty is looking for a skilled Sr . Business Data Analyst to join us. The ideal...requirements and transformation rules. + Act as liaison and advisor /consultant between the business and IT stakeholders providing thought… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more