• Executive , Attorney

    USAA (Charlotte, NC)
    **Why USAA?** At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all of our ... advice and guidance efforts to achieve strategic goals + Executive -level business acumen in the areas of business operations,...counsel **What sets you apart:** + Experience as a financial analyst, or legal support for financial more
    USAA (07/09/24)
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  • Consumer Banking Attorney

    Bank of America (Charlotte, NC)
    Consumer Banking Attorney Charlotte, North Carolina;Atlanta, Georgia; Plano, Texas; Dallas, Texas; Boston, Massachusetts; Wilmington, Delaware; New York, New York; ... are guided by a common purpose to help make financial lives better through the power of every connection....Bank of America is looking for a highly motivated attorney to join their team. The successful candidate will… more
    Bank of America (07/22/24)
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  • Financial Services Tax Transformation…

    Deloitte (Charlotte, NC)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor or ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the...Experience working in a fast-paced, team environment + Strong executive presence and demonstrated effective verbal and written communication… more
    Deloitte (06/13/24)
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  • P&C Product Management Director

    USAA (Charlotte, NC)
    …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... share. You will focus on state-specific or national product competitive and financial KPIs to anticipate and react to potential trends. Identifies opportunities to… more
    USAA (08/10/24)
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  • P&C Product Management Manager

    USAA (Charlotte, NC)
    …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... expand USAAs product line market share. Focuses on state-specific competitive and financial KPIs to anticipate and react to potential trends. Identify opportunities… more
    USAA (07/26/24)
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  • Tax Manager - Sustainability, Climate & Equity…

    Deloitte (Charlotte, NC)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
    Deloitte (08/13/24)
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  • Regional Fiduciary Officer

    Bank of America (Charlotte, NC)
    …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
    Bank of America (09/01/24)
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  • Tax Senior - Sustainability, Climate & Equity…

    Deloitte (Charlotte, NC)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
    Deloitte (08/13/24)
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  • Tax Senior - PSG - Investment Management Reporting…

    Deloitte (Charlotte, NC)
    …tax compliance and consulting services to a variety of clients in the financial services industry. Our people-first approach will provide you with a great work/life ... on various investment compliance and consulting engagements within the insurance and financial services industry + Consult with clients in transforming their tax… more
    Deloitte (07/08/24)
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  • Tax Manager - DART (Depreciation Analysis…

    Deloitte (Charlotte, NC)
    …federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning; + Assisting ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Project Management...+ Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as… more
    Deloitte (07/03/24)
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  • Tax Senior - Credits & Incentives

    Deloitte (Charlotte, NC)
    …delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP)...Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced… more
    Deloitte (08/15/24)
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