- TIAA (Charlotte, NC)
- …Requirements: Sedentary Work **Career Level** 8PL + Oversee the delivery of tax services across areas of fiduciary, trust /foundations, 1099, 1099R, 5498, ... strategies directed to high-net worth individuals. + Communicate with senior leadership team to provide operational strategies and efficiency...5498s. + Prepare and implement debits on individual and trust accounts for tax payments, including … more
- US Tech Solutions (Charlotte, NC)
- …tax filings of trusts and estates. + Prepare and implement debits on individual and trust accounts for tax payments, including tax filings, tax ... Provides consulting and information-sharing tax services for the organization and ensures that...strategies directed to high-net worth individuals. + Communicate with senior leadership team to provide operational strategies and efficiency… more
- Truist (Charlotte, NC)
- …below. Specific activities may change from time to time. 1. Impact: The Senior Advice and Planning Analyst 's primary purpose is providing complex actionable ... Will assist the wealth team members on the most complex financial, tax , legacy and estate planning matters including summarizing and evaluating complex financial… more
- Truist (Charlotte, NC)
- …and Business Performance group. Using an interdisciplinary approach of leveraging Speech Analytics Software with various analytical, customer journey techniques, and ... quantifiable, optimized business results in support of company goals. Partner with Speech Manager and Supported Partners to build, refine and execute queries in… more
- Truist (Charlotte, NC)
- …2. Demonstrate strong technical skills 3. Manage execution in support of senior originators. 4. Collaborate with internal partners, including risk, to achieve ... optimal execution. 5. Mentor and develop analyst teammates. 6. Demonstrate the Truist values 7. Adheres to risk/compliance policies and guidelines **Required… more