- H&R Block (Charlotte, NC)
- **524599BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is ... relationships that will grow stronger every year. Joining **Block Advisors** as a ** Tax Advisor ** means you'll serve clients with diverse tax and business… more
- Bank of America (Charlotte, NC)
- CFO Senior Tax Advisor - International Tax Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... a difference. Join us! **Job Description:** Responsible for complex tax planning, forecasting, and/or advisory responsibilities. Activities include complying with… more
- H&R Block (Charlotte, NC)
- …IRS and applicable state requirements + High school diploma / equivalent or higher **Posting Title:** Block Advisor Tax Associate **Sponsored Job:** \#35103 ... **525076BR** **Title:** Tax Associate **Our Company** **:** At H&R Block,...Day ** Joining H&R Block as a new, seasonal ** Tax Associate** means you'll have the support of our… more
- Deloitte (Charlotte, NC)
- … consultant, you will work directly with clients, building a relationship as a trusted tax specialist and advisor - the "go-to" tax professional. You will ... Full Time Tax Consultant Managing taxes is a critical part of an effective business strategy. As a tax consultant, you'll join our team of talented tax … more
- Deloitte (Charlotte, 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 ... is one of the leading ERP technologies that is revolutionizing how tax is managed and how tax departments around the globe operate. If you are someone who… more
- Edward Jones (Lake Wylie, SC)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** The Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly ... of high net worth and ultra-high net worth clients and prospects. The Lending Advisor is an active member of the client relationship team, providing loan structure… more
- Edward Jones (Charlotte, NC)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...advisors. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account and flexible spending account.… more
- Truist (Charlotte, NC)
- …dedicated localized supervisor for assigned group of high performing Wealth Brokerage advisor teams and primary point of contact for Central Supervision Group (CSG) ... for open risk, audit, and regulatory issues. + Primary reviewer of advisor Regulation Best Interest documentation as it pertains to solicited transactions and… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Truist (Charlotte, NC)
- …Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate planning, and banking goals and objectives. 4. Ensures trust ... proper memorialization of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review resolution and… more
- Truist (Charlotte, NC)
- …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 ... than 5 years of credit experience Successful experience as a client advisor with proven results **General Description of Available Benefits for Eligible Employees… more
- Bank of America (Charlotte, NC)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business… more
- Vanguard (Charlotte, NC)
- …and we want you to be a part of it! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that ... resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services.… more
- Truist (Charlotte, NC)
- …multiple roles serving two segments of clients. * The Small Business Direct Advisor works alongside a pre-defined team to deliver relationship managed advice and ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Vanguard (Charlotte, NC)
- …mission, and we want you to be a part of it! As a Wealth Advisor within Vanguard's Advice & Wealth Management sub-division, you will develop tailored strategies that ... resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services.… more
- Truist (Charlotte, NC)
- …and track controls, including those aligned to Financial Reporting, Accounting and Tax . + Foster a spirit of continuous improvement and offer recommendations to ... knowledge in field of Finance, specifically Financial Reporting, Accounting and Tax . **General Description of Available Benefits for Eligible Employees of Truist… more
- Hendrick Automotive Company (Charlotte, NC)
- …for customer to purchase. + Computes and quotes sales price, including tax , trade-in allowance, and discount. + Completes paperwork accompanying vehicle sales, ... including but not limited to, preparing sales slip or sales contract. + Arranges for delivery and registration of vehicle. + Researches availability of models and optional equipment. + Engages in business development. + Addresses customer concerns. + Maintains… more
- Truist (Charlotte, NC)
- …medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also ... receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit… more
- Truist (Charlotte, NC)
- …medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also ... receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit… more