- H&R Block (Cary, NC)
- **524598BR** **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)
- Tax Advisor Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... with the power to make a difference. Join us! **Job Description:** The Tax Advisor is responsible for overseeing complex accounting processes for income tax … more
- Bank of America (Charlotte, NC)
- Tax Advisor - Federal/State Tax Compliance Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Description:** Responsible for ensuring compliance with federal, state, and other tax laws. The Tax Advisor will be pivotal in preparing, reviewing, and… 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 (Raleigh, NC)
- … consultant, you will work directly with clients, building a relationship as a trusted tax specialist and advisor - the "go-to" tax professional. You will ... Full Time Tax Consultant Managing taxes is a critical part of an effective business strategy. As a tax consultant, you'll join our team of talented tax … more
- Deloitte (Raleigh, NC)
- … consultant, you will work directly with clients, building a relationship as a trusted tax specialist and advisor - the "go-to" tax professional. You will ... Full Time Tax Consultant Managing taxes is a critical part of an effective business strategy. As a tax consultant, you'll join our team of talented tax … more
- Deloitte (Raleigh, 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
- Robert Half Finance & Accounting (Greensboro, NC)
- …control over financial transactions and financial reporting * Collaborate with an external tax advisor to manage and comply with local, state, and federal ... government reporting requirements and tax filings * Develop and document business processes and accounting policies to maintain and strengthen internal controls *… more
- Edward Jones (Raleigh, NC)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Edward Jones (Hendersonville, NC)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Edward Jones (Winston, 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)
- …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
- 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)
- …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
- 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
- General Dynamics Information Technology (North Liberty, NC)
- …clients to determine optimum design for assigned projects. + Serves as advisor to clients in assigned subject areas, recommends functional changes, and identifies ... vision plan, and a 401(k) plan offering the ability to contribute both pre and post- tax dollars up to the IRS annual limits and receive a company match. To encourage… 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 Personal Investor, Wealth Management, you will develop tailored strategies that will ... resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services.… more