- Regions Bank (Atlanta, GA)
- …charitable products. **Primary Responsibilities** + Utilizes a high level of expertise to lead a team of specialists in the Philanthropic Solutions vertical + ... experience + Management experience **Skills and Competencies** + Ability to effectively lead and manage a team + Demonstrates positive leadership/coaching skills… more
- BlackRock (Atlanta, GA)
- …purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn ... & stakeholder management and hands-on Dynamics experience. **What You'll Do** + ** Lead with vision:** Own key Dynamics 365 capabilities and shape the roadmap… more
- Deloitte (Atlanta, GA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare and lead client meetings on compliance and consulting projects related...be involved in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth … more
- Truist (Atlanta, GA)
- …of the national Sports & Entertainment teams by increasing the whole team 's revenues, expanding solutions and products to existing Specialty clients, marketing new ... new clients and ensuring holistic risk management for the team . The SEG corporate team is responsible...development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that… more
- Truist (Atlanta, GA)
- …the following job description:** Deliver technically complex solutions within the Fiduciary Wealth Workflow platform. Perform system integration support for all ... tools specific to the project or the area. 2. Lead and participate in the development, testing, implementation, maintenance,...experience 7. May oversee the work of a small team . 8. In an Agile environment: Responsible for delivering… more
- Wipfli LLP (Atlanta, GA)
- …clients. + Review Federal and Multi-State Partnership tax returns. + Lead day-to-day client relationships, supporting partners with service execution and development ... pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. +… more
- Truist (Atlanta, GA)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects *… more
- Wolters Kluwer (Kennesaw, GA)
- …management organizations contracted with the Trust organization to provide overall fiduciary tax functions. This includes: 1) Production and filing of complex ... questions pertaining to the tax information prepared by this team . Provide various reports to client as needed...various reports to client as needed . Schedule and lead client calls throughout the year and in tax… more
- BlackRock (Atlanta, GA)
- …in-depth look at how BlackRock serves its clients. Following orientation, you'll join your team and gain insights into the day-to-day life of an Associate as you ... Market Sales Partner (MSP)/Internal Wholesaler to join our US Wealth Advisory team . This role partners with our Market Leader/External Wholesaler to build… more
- Truist (Atlanta, GA)
- …process, design and analysis support for developing solutions for the Fiduciary Wealth Workflow platform. Drive requirements elicitation process for work efforts ... leadership capacity to influence collaboration, communication and outcomes of various initiatives. Lead work on all phases of systems analysis up to the enterprise… more