- Grant Thornton (Charlotte, NC)
- As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax... tax strategies + Excellent analytical, technical, and tax accounting/technology skills + Exceptional client service … more
- Deloitte (Charlotte, NC)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Deloitte (Charlotte, NC)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...As a Tax Senior Manager in our Private Wealth Tax practice, you… more
- Deloitte (Charlotte, NC)
- …dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services . Deloitte's Global Center for ... answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services Tax -Exempt practice! What You'll Do As a Tax … more
- Bank of America (Charlotte, NC)
- … wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, ... client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/ tax minimization needs of these clients. **Desired Skills:**… more
- Deloitte (Charlotte, NC)
- …risk transfer services , customized securities-backed credit and lending, and tax services to individuals and families (eg, retail investors, qualified ... wealth management, trust company, insurance provider, or related service provider + Strong relationship management skills, particularly the ability to… more
- Truist (Charlotte, NC)
- …functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services , Private Wealth , or Institutional Investment Management industry with ... fiduciary new business identification and onboarding. 3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering… more
- Cherry Bekaert (Charlotte, NC)
- …(https://www.cbh.com/about/awards-and-recognition/) , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert ... travel for specific projects as needed. Our practice's industry-focused teams (Financial Services ; Industrial & Consumer Goods; Private Equity; Professional … more
- Truist (Charlotte, NC)
- …to serve the retail banking needs of our clients' owners/management/teammates (eg Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc). ... **Please review the following job description:** Identify, solicit, develop, manage, service , retain and grow long-term profitable middle market relationships in… more