- 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
- 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
- Bank of America (Charlotte, NC)
- …to EAS Tax Manager. Responsibilities: + Prepare individual income, gift, and trust tax returns. + Prepare income tax projections and illustrations. ... a team of advisors providing customized wealth planning and tax return preparation services to the senior ...transaction analysis, and partnering closely with EAS Advisor and Analyst to coordinate service fulfillment for each client. Reports… more
- Truist (Charlotte, NC)
- …(United States of America) **Please review the following job description:** The GCO Senior Risk Advisory Manager I is responsible for providing first line of defense ... re-focus based on evolving priorities, and a level of trust to serve as a valuable resource to leaders...11. Communicate, lead discussions, present materials as needed to senior leaders, committees, audit and/or regulators. Serve as a… more