- 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)
- …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
- 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 (Gastonia, 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)
- …providing for an easier method of contact, expertise, and servicing. The Business Connect Advisor II works in a team environment to advise a pool of clients with ... but not limited to depository/treasury, lending and wealth solutions. Business Connect Advisor IIs will leverage their expertise and business acumen to facilitate… 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
- 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
- Truist (Charlotte, NC)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop 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)
- …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 ... 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 collaboration, and an intense focus on coordinated execution. GCO Risk Advisor is responsible for providing effective challenge of risk management processes, ... 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)
- …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)
- …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
- 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