- Deloitte (Charlotte, NC)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Deloitte (Charlotte, NC)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to.... The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Fifth Third Bank, NA (Charlotte, NC)
- …and prospects in onboarding into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third will play a material ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists,...client 's and prospects current financial structure (estate & wealth transfer, family tree, business entity, etc.) by leveraging… more
- Truist (Charlotte, NC)
- …multiple rotations. The 12-to-18-month program includes shadowing experiences with our client -facing relationship management teams within Wealth : * **Financial ... its goals. Our program also offers vast exposure to senior leaders within Wealth , a support network...Wealth community. Upon program completion, analysts who meet performance requirements may be placed in one of the… more
- Bank of America (Charlotte, NC)
- Global Financial Crimes Manager - Global Markets and Global Wealth & Investment Management Risk New York, New York;Jersey City, New Jersey; Charlotte, North Carolina ... The Global Financial Crimes ("GFC") Manager - Global Markets and Global Wealth &Investment Management Risk (hereinto referred to as "GFC Risk Manager") is… more
- Morgan Stanley (Cornelius, NC)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Senior Registered Client ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs)...5 years of industry experience required * Demonstrated strong performance in current role for the prior 2 years,… more
- Deloitte (Charlotte, NC)
- Banking Regulatory Reporting Transformation Senior Consultant Our practitioners help organizations identify the regulatory and industry changes impacting their ... focus on regulatory, risk, and data processes. As a Senior Consultant, you will have opportunities to: + Contribute...+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project… more
- Cherry Bekaert (Charlotte, NC)
- …Develop engagement budgets, coordinate required resources, bill engagements, and manage performance against stated objectives to ensure that client ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Cherry Bekaert (Charlotte, NC)
- **Description** **International Tax Senior ** **Description** Ranked among the largest accounting and consulting firms in the country and consistently recognized as a ... Our International Tax (https://www.cbh.com/services/tax/international-tax/) team is looking for a Senior Associate with a background in Compliance. The International… more
- Cherry Bekaert (Charlotte, NC)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... practice's growth goals, an opportunity has been created for a ** Senior Manager** to serve as a catalyst for continued expansion as… more
- KPMG (Charlotte, NC)
- **Business Title:** Workday Integrations, Senior Specialist **Requisition Number:** 112046 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Cherry Bekaert (Charlotte, NC)
- …Our firm is thriving and we seek a highly motivated **Commercial Audit Senior Manager** for our Charlotte, NC, practice. This highly visible position offers ... experience with commercial audit clients and business combinations is required. Exceptional client relations skills are a must. Business development skills are a… more
- Bank of America (Charlotte, NC)
- Senior Delivery Lead - Technology Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... risks, compliance and financials. Job expectations include ensuring delivery meets the client 's expectations in terms of the target outcomes, timeline, and cost and… more
- Cherry Bekaert (Charlotte, NC)
- **Description** **Tax Credits & Incentives Advisory Senior Associate - R&D** **Description** Ranked among the largest accounting and consulting firms in the country ... Incentives Advisory (https://www.cbh.com/services/tax/tax-credits-incentives-advisory/) team is looking for an **R&D Senior Associate** with a background in R&D Tax Credit… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Human Resources Business Partner to support Control Management. Control Management, as a front-line group, ... head of the BG/EF and reports to the Chief Control Management Executive. The Senior Lead Human Resources Business Partner will be aligned to the Control Management… more
- Cherry Bekaert (Charlotte, NC)
- …services to our clients for over 75 years. We are seeking a **Tax Senior Manager** to support our **Charlotte, NC** market. The successful candidate will manage the ... client 's tax compliance needs, anticipate tax and business issues,...and developing less experienced professional staff. **As a Tax Senior Manager, you will:** + Solve problems for middle-market… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Specialist, User Success Manager **Requisition Number:** 114494 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- TIAA (Charlotte, NC)
- ** Senior Customer Advocate - Brokerage** The Senior Customer Advocate Brokerage works directly with the organization's brokerage clients to deliver phone-based, ... standards differentiates the organization from the competition, positively impacting client relationships with the organization and its affiliates. **Key… more
- Deloitte (Charlotte, NC)
- Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and ... leadership, and communication skills. The ability to bring together stakeholders and persuade senior clients to act is essential. A genuine passion for the financial… more
- Bank of America (Charlotte, NC)
- … Senior Analysts, Team Leads, and Analysts; serving one or more senior executives with functional responsibility across Wealth and Consumer channels, ... Client Quantitative Analytics Manager Charlotte, North Carolina;Plano, Texas;...direction and decision making. Partners with P&L owners and senior executives to identify, analyze, and propose solutions to… more