- Deloitte (Charlotte, NC)
- …prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... we have an exciting opportunity for you as a Tax Manager on our growing team! What...the global leader in providing professional services to the Investment Management industry, Deloitte Tax … more
- Deloitte (Charlotte, NC)
- …talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...of public accounting experience (at least 3 years in investment management ) + One of the following… more
- Deloitte (Charlotte, NC)
- …you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Manager , you will work within ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a… more
- Deloitte (Charlotte, NC)
- …solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management , private equity, real estate ... for you! We are looking for an innovative, analytical Manager who is ready to handle new challenges and...in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group… more
- Wells Fargo (Charlotte, NC)
- …advisor to investment professionals, providing insights on portfolio construction, tax strategies, and transition management + Support EO leadership in ... role:** Wells Fargo is seeking a Senior Lead Wealth Investment Portfolio Manager in Equity Optimization as...knowledge in direct indexing, tax -loss harvesting, transition management , and tax -optimized investment strategies… more
- Deloitte (Charlotte, NC)
- …on May 31, 2025 What You'll Do As a Senior Manager within the Multistate Tax Investment Management group, you will identify effective state tax and ... Are you a strategic and creative Multistate Tax Investment Management professional...for you! We are looking for a sharp, analytical Tax Senior Manager who is ready to… more
- Deloitte (Charlotte, NC)
- …accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of ... the career for you! What you'll do As a Tax Manager , you will draw on experience...As global leaders in providing professional services to the Investment Management industry, Deloitte Tax … more
- Nuveen Investments (Charlotte, NC)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of ... ** Investment Accountant II** The Investment Accountant...Under general supervision, this job works directly with asset management , portfolio management and acquisition/disposition teams. **Key… more
- Deloitte (Charlotte, NC)
- …prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, ... have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- Deloitte (Charlotte, NC)
- …own development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to ... opportunities with the support of our robust Washington National Tax group. Tax Manager build... tax services to a broad range of Investment Management companies. Our clients include … more
- Deloitte (Charlotte, NC)
- …("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated… more
- Deloitte (Charlotte, NC)
- …clients on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + ... risk management , including tax credits, government incentives, and tax management consulting. Qualifications Required: + Ability to perform job… more
- Truist (Charlotte, NC)
- …on a portfolio of equity investments on projects utilizing New Markets Tax Credits (NMTC) that drive critical CRA results. Investments economically benefit and ... with large portfolio exposures. + Assist with the new investment closing process by updating and approving the Reverse...end of the compliance period. + Perform portfolio asset management activities such as collecting and reviewing reporting and… more
- Truist (Charlotte, NC)
- … Management team works closely with business partners from Capital Management , the Investment Securities Portfolio, Corporate Funding, and Asset-Liability ... may change from time to time. The Liquidity Risk Manager role is responsible for the management ...environment 9. Familiarity with ALM, Capital, Corporate Funding, or Investment Securities Portfolio Management 10. Strong masterly… more
- Truist (Charlotte, NC)
- …review the following job description:** This role is for a senior product manager aligned to the Business Deposit Product group with responsibility for our Public ... markets and the strategic goals of Treasury Solutions. A product manager is responsible for managing product lifecycle processes including ideation, strategy… more
- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The Community Development Manager (CDM) is responsible for identifying community development needs for low and moderate-income (LMI) and small ... maintaining CRA, HMDA, and Community Development ("CD") qualifying lending as well as CD Investment and Service that are responsive to the needs of the community and… more
- Comerica (Charlotte, NC)
- Trust Advisor Manager This role is responsible for managing a team of 8-12, including Trust Advisors, Trust Administrators and Trust Client Assistants ensuring ... adhered to on a regular basis. * Coordinate the implementation and review of investment programs, working with the Advisor Solutions Investment Unit and Trust… more
- Corning Incorporated (Charlotte, NC)
- Capital Project Procurement Manager **Date:** Dec 20, 2024 **Location:** Charlotte, NC, US, 28216 **Company:** Corning Requisition Number: 65774 Corning is vital to ... of the way the world interacts, works, learns, and lives. Our sustained investment in research, development, and invention means we're always ready to solve the… more
- Truist (Charlotte, NC)
- …the risk evaluation and associated regulatory compliance requirements. Portfolio Management : Accountable for and manages assigned portfolio by monitoring performance ... transparent and collaborative in identification, communication, and all aspects of management of risk. Client Calling Effort: Expands client relationships through… more
- Truist (Charlotte, NC)
- …with hands-on experience managing multiple IGA platforms like Oracle Identity Manager , Sailpoint, Savyiant and an understanding of Connector bundles functionality, ... exposures and remediation. Collaborate with key team stakeholders and senior management to drive initiatives to completion and rollout, enhance security standards,… more