- 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 + ... 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
- 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: + ... 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
- Honeywell (Charlotte, NC)
- …will provide forecasts/demand input to Sales Inventory Operations Planning. The Sr Sales Representative will understand the customers' business and organization with ... financial acumen as well as good involvement in the...products or solutions. + Build relationships with our customers senior leaders at a vice president level and higher.… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Charlotte, NC)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Big 4 or ... largest companies in a variety of industries. Work you'll do: As a Tax Sr Manager, you will analyze and document the complexities around tax credit eligibility,… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... players. Does this describe your background? If you're a senior leader who wants to play in the big...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll… more