- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Truist (College Park, MD)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement… more
- Truist (Atlanta, GA)
- …Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate planning, and banking goals and objectives. 4. Ensures trust ... proper memorialization of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review resolution and… more
- Fiserv (Milwaukee, WI)
- …Experience implementing or leading tax technology transformations (eg, ONESOURCE conversions, tax provision automation). + Experience advising on tax ... and the impact of legislative and regulatory developments. + Serve as the primary advisor on domestic tax risks, opportunities, and forecasted impacts with an… more
- Deloitte (Cincinnati, OH)
- …Manage tax accounting projects utilizing a standardized approach to review income tax provision calculations and manage the delivery of provision ... aspects of their financial reporting of income taxes including tax provision assistance and tax ...Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel… more
- Deloitte (Dallas, TX)
- …and Senior Managers utilizing a standardized approach to prepare and review income tax provision calculations and assist with delivering provision services. ... aspects of their financial reporting of income taxes including tax provision assistance and tax ...Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel… more
- Truist (Tampa, FL)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Miami, FL)
- …client segment definitions by facilitating the migration of clients to the appropriate Advisor on the team as well as makes referrals of new business opportunities ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- USAA (Phoenix, AZ)
- …individual member needs. + Provides advanced retirement planning advice, tax -efficient distribution options, health expense budgets, insurance solutions, estate ... financial situation. + Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an… more
- Xeris Pharmaceuticals, Inc. (Chicago, IL)
- …plays a critical role within the Accounting & Finance team and serves as a tax advisor to Xeris functions under the guidance of the Executive Director.The ... will be essential in overseeing tax compliance, preparation of the tax provision (ASC 740), and tax matters. **Responsibilities** + Preparation of… more
- Applied Materials (Austin, TX)
- …and US withholding tax returns + Assist in enhancing quarterly and annual tax provision process and US tax compliance including automation. Assist in ... developing processes that synergize tax provision and tax compliance...and following the prompts to speak to an HR Advisor . This contact is for accommodation requests only and… more
- Google (Chicago, IL)
- …to provide accurate data and insights to stakeholders. + Oversee standalone tax provision packages for international entities, including interim, year-end and ... Income Tax Data Operations and Reporting Lead _corporate_fare_ Google...processes, the Finance organization is an important partner and advisor to the business. The US base salary range… more
- Deloitte (New York, NY)
- …indirect tax . + Direct tax experience such as corporate income tax , tax provision , operational transfer pricing and state income taxation. This ... that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We… more
- Diageo (NY)
- …accountable for the design and implementation of tax strategies, policies and the tax governance framework. It also includes the provision of tax support ... of key tax risks, compliance and reporting. Purpose: The Tax Director & Counsel is a strategic advisor to the tax team and our customers, ensuring… more
- Truist (Germantown, TN)
- …medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also ... is a Drug Free Workplace._** EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) Pay Transparency Nondiscrimination Provision … more
- Google (Sunnyvale, CA)
- …with our tax reporting team to ensure proper inputs are provided to calculate the tax provision and file tax returns. + Lead collaborations on tax ... Tax Manager, Mergers and Acquisitions _corporate_fare_ Google _place_...processes, the Finance organization is an important partner and advisor to the business. The US base salary range… more
- Applied Materials (Austin, TX)
- …including preparing responses to audit queries + Assist in developing processes that synergize tax provision and tax compliance computations + Assist with ... various corporate government filings, including federal, state, and local tax returns, prepare and review tax workpapers,...and following the prompts to speak to an HR Advisor . This contact is for accommodation requests only and… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …regulations while optimizing its tax position. Responsibilities -Proactively works with the tax advisor and team to prepare tax planning and strategy. ... including quarterly estimates and extensions. Actively monitors and accounts for tax provision . -Analyze and interpret new tax laws and regulations.… more
- Deloitte (Richmond, VA)
- … tax balances; + Computing tax depreciation for financial forecasts, tax provision , long-range planning, and cash- tax planning; + Assisting Clients ... Do you have excellent tax compliance skills and a strong desire to...Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST… more
- Deloitte (Pittsburgh, PA)
- … tax balances. Computing tax depreciation for financial forecasts, tax provision , long-range planning, and cash- tax planning. Assisting Clients ... Do you have excellent tax compliance and consulting skills and a strong...Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST… more