Jobs near Charlotte: 7,034
RS
Relevance Score ranked on: ADVISOR
Tax Accountant II - Executive Advisory Services
Charlotte
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible G...
Search Terms: Tax Accountant, Executive, Advisor, Accountant, Tax
84.9
4.4mi
Updated: November 09
Block Advisors Tax Advisor
Charlotte
Build year-round client relationships. Provide tax preparation, tax audit support and tax planning year-round. Create confidence in our clients by conducing tax interviews face to face and through virtual tools – (video conferencing, phone, chat, email)Generate business growth, increase client retent...
Search Terms: Advisor, Tax, Client Relations, Accounting, Banking
84.5
4.4mi
Updated: October 07
Associate - Capital Markets - Strategic Advisory Group
Charlotte
Huntington's Strategic Advisory Group Associate will work directly with senior originators to help connect private businesses at all stages of their lifecycle to a full spectrum of tailored capital markets solutions, investment banking capabilities, transition advisory, and industry expertise. The St...
Search Terms: Capital Markets, Strategic Advisor, Advisor, Associate, Strategic
83.2
4.4mi
Updated: November 09
Senior Wealth Advisor
Charlotte
Vice President, Senior Wealth Advisor. The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of business and being accountable for the succes...
Search Terms: Wealth Advisor, Advisor, Wealth, Relationship Manager, Financial Planning
82.8
0mi
Updated: October 24
GCO Senior Risk Advisory Manager II
Charlotte
The GCO Senior Risk Advisory Manager I is responsible for providing first line of defense end-to-end risk management support for the Enterprise Data and Analytics team within Enterprise Technology. This role provides an opportunity to leverage strong knowledge of data and risk management experience t...
Search Terms: Risk, Advisor, Manager, Senior, Risk Manager
82.8
4.4mi
Updated: October 08
Vice President & General Manager, Head of Ameriprise Advisor Center
Charlotte
Include: a) developing and evolving the AAC strategy to deliver on personalized and comprehensive financial advice to clients in a way that causes clients to increase trust, satisfaction, and advocacy, thereby increase of sales and financial results b) end-to-end responsibility for business planning ...
Search Terms: Vice President, General Manager, Advisor, Financial Planning, Leadership
82.6
4.4mi
Updated: October 22
Audit Senior Director - Wealth & Advisory
Charlotte
Truist Audit Services Senior Director is responsible for leading the coordination and delivery of value-added independent, objective risk-based internal audit assurance services for the Audit Committee and Executive Management. Through well-developed relationships with Senior Management and ongoing b...
Search Terms: Director, Senior, Advisor, Wealth, Internal Auditor
82.4
4.4mi
Updated: November 06
Block Advisors Receptionist
Charlotte
Answer phones and greet clients in a personalized, friendly, and inviting manner. Match clients with the best-suited tax professional for their needs. Schedule clients how they would like to be scheduled. Help to ensure all clients needs have been met during service both in person, over the phone or ...
Search Terms: Receptionist, Advisor, Accounting, Administrative
82.2
4.4mi
Updated: November 11
Block Advisor Tax Associate
Charlotte
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email. Prepare complete and accurate tax returns. Generate business growth, increase client retention, and offer additional products and services. Provide clients with IRS support. Support office prioriti...
Search Terms: Tax, Associate, Advisor, Accounting, Support
82.2
4.4mi
Updated: November 11
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