- Deloitte (Charlotte, NC)
- …to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Wealth Investment Portfolio Manager in Equity Optimization as part of Wealth & Investment Management ... to address existing workflow and reporting challenges and expand tax -efficient portfolio offering + Serve as a senior...Wealth PPMT Centralized Portfolio Management, Moxy, FiServ, SEI, CRD, Invest Cloud, etc. + Advanced degree MBA in finance,… more
- Bank of America (Charlotte, NC)
- Senior Manager Regulatory/Accounting Policy Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by...business, primarily for the company's Global Markets segment. The Senior Manager will report and also partner… more