- 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
- 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: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior Manager, you will draw on experience in accounting… 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
- Truist (Charlotte, NC)
- …alignment with strategic objectives. 3. Business Partnership: Act as a trusted financial advisor to leadership, providing insights and recommendations to ... to navigate complex financial structures, and the confidence to engage with senior stakeholders. While this role has no direct reports, the Financial Manager… 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
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the...US and US-India offices, + Mentor and develop consultants, senior consultants, and interns-providing leadership, counseling, and career guidance,… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial...of Financial Advisor expenses. + Creates reports to… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Deloitte's Business Tax Services practice! What You'll Do As a Tax Senior Manager within the Financial Services arm of our Business Tax Services group, you will… more
- TIAA (Charlotte, NC)
- **Fraud Risk Sr Advisor ** The Fraud Risk Senior Advisor supports the leaders of the Fraud Risk Management program in the identification, measurement, ... + 3+ years of experience in fraud risk management gained in the financial services industry or in counter-fraud consulting **Preferred Qualifications:** + 5+ years… 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
- USAA (Charlotte, NC)
- …making. + Consistently interacts with senior leadership as a trusted advisor on financial issues. + Makes recommendations to solve short-term decisions, ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… 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
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… 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)
- …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 Manager in our Private Wealth Tax practice, you...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