Tax Senior Manager - Financial Services NorthPoint Search GroupTax Senior Manager - Financial ServicesCharlotte, NCFull timeThis role includes technical reviews, ASC 740 expertise, engagement management, identifying tax issues, business development, and leading a high-performing tax team. Position Overview: The Senior Tax Manager in the Financial Services Practice oversees tax compliance and consulting for financial institutions and financial services companies.
NewClient Readiness & Technical Operations Engineer LPL FinancialClient Readiness & Technical Operations EngineerCharlotte, North CarolinaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Regional Growth Manager, Professional Engineering Services (Buildings, Energy, and Infrastructure) McKim & Creed, Inc.Regional Growth Manager, Professional Engineering Services (Buildings, Energy, and Infrastructure)Charlotte, NCPart timeProvide technical and design services for mechanical projects as part of a multi-discipline project team to produce mechanical, plumbing and fire protection design/construction drawings and specifications for healthcare facilities. Ranked as one of the Best Firms to Work For , here are just some of the reasons to become part of the McKim & Creed team: Employee Stock Ownership Plan (ESOP): All employees are owners & benefit from profits earned.
Regional Growth Manager, Professional Engineering Services (Buildings, Energy, And Infrastructure) Mc Kim & CreedRegional Growth Manager, Professional Engineering Services (Buildings, Energy, And Infrastructure)Charlotte, NCDURING YOUR WORK-DAY YOU WILL: Provide technical and design services for mechanical projects as part of a multi-discipline project team to produce mechanical, plumbing and fire protection design/construction drawings and specifications for healthcare facilities. Ranked as one of the Best Firms to Work For, here are just some of the reasons to become part of the McKim & Creed team: Employee Stock Ownership Plan (ESOP): All employees are owners & benefit from profits earned.
Design Services Manager Aalberts Integrated Piping Systems AmericasDesign Services ManagerCharlotte, North Carolinao Prepare piping layout drawings, isometric drawings, spool sheet drawings/cut sheets with complete BOM’s (bill-of-materials), pad and equipment drawings from customer furnished drawings and vendor data in Auto Plant (or other) design modelling software as required. Aalberts IPSA proudly supports eco-friendly buildings to high-tech manufacturing, minuscule microchips to the largest seagoing vessels, and next gen vehicles to lightweight airplanes.
Specialized Tax Services - Energy Incentives & Credits Manager PwCSpecialized Tax Services - Energy Incentives & Credits ManagerCharlotte, NC$99,000–$266,000 / yearAs a Specialized Tax Services - Energy Incentives & Credits Manager, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation, including accounting methods, fixed-assets, and research and development tax credits. Demonstrating proficiency in IRA energy, manufacturing and infrastructure tax credits and incentives, including eligibility assessment, documentation, monetization, transferability and transaction support, and compliance with bonus credits including domestic content and prevailing wage and registered apprenticeship requirements.
Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Client Relationship ManagerCharlotte, NC$71,300–$80,500 / yearWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Senior Client Manager GallagherSenior Client ManagerCharlotte, North CarolinaFull timeAbout you : Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.
Valuation Services Director Colliers InternationalValuation Services DirectorCharlotte, NCExecute valuation and appraisal assignments (financial reporting, purchase accounting, Net Asset Value, periodic reporting, tax, lending, etc.) for corporate clients, REITs (publicly traded & non-traded), pension funds, open and closed-end funds, lenders, etc. An enterprising, enthusiastic, and collaborative team player, you have the expertise and ability to bring fresh ideas and create impactful work that helps clients grow and thrive.
Specialized Tax Services - Energy Incentives & Credits Senior Manager PwCSpecialized Tax Services - Energy Incentives & Credits Senior ManagerCharlotte, NC$124,000–$335,000 / yearAs a Specialized Tax Services - Energy Incentives & Credits Senior Manager, you will provide strategic tax advice and solutions to clients in complex and niche areas of taxation, including accounting methods, fixed-assets, and research and development tax credits. Demonstrating proficiency in IRA energy, manufacturing and infrastructure tax credits and incentives, including eligibility assessment, documentation, monetization, transferability and transaction support, and compliance with bonus credits including domestic content and prevailing wage and registered apprenticeship requirements.
Managed Services Revenue Cycle - Manager PwCManaged Services Revenue Cycle - ManagerCharlotte, NC$99,000–$232,000 / yearPreference for a Master's or Masters of Business Administration degree in at least one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Cybersecurity, Economics, Engineering, Finance, Health Administration/Public Health, Operations/Supply Chain, Organizational Management/Behavior, Project/Technology Management, Risk Management/Insurance. As a Managed Services Revenue Cycle Manager, you will play a pivotal role in providing financial advice and strategic guidance to clients, helping them optimize their financial performance and make informed business decisions.
Client Success Manager Pattern DataClient Success ManagerCharlotte, North CarolinaServe as the CS owner for assigned litigations, partnering closely with Litigation Managers and Implementation to represent the client perspective, share proactive feedback, and help ensure the product meets client needs at each stage. Drive platform adoption proactively; not just training clients on features, but using data and reporting to demonstrate value, surface trends, and create habits that align with the firm’s workflow.
Digital Risk Services - SOC Reporting and HITRUST Managing Director Elliott DavisDigital Risk Services - SOC Reporting and HITRUST Managing DirectorCharlotte, North CarolinaResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Experience leading teams in executing audit methodologies and developing key deliverables focusing on technology topics, including process flows, work programs, audit reports, and control summaries.
Financial Services Tax - Real Estate Senior Associate PwCFinancial Services Tax - Real Estate Senior AssociateCharlotte, NC$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
R&I Managed Services Deals Desk Senior Manager PwCR&I Managed Services Deals Desk Senior ManagerCharlotte, NC$91,000–$321,500 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . You will be responsible for identifying and mitigating potential risks that could impact an organization's operations and objectives, developing business strategies to navigate risks in a rapidly changing business environment.
Client Development Specialist Akerman LLPClient Development SpecialistCharlotte, North CarolinaWorks under the direction and supervision of the Senior Client Development Manager, (Litigation PG) and practice leadership to develop and implement business development plans to support practice group goals. The incumbent will successfully assist in managing multiple competing priorities within a matrix environment and establish solid working relationships with diverse personalities across multiple offices.
Builder Client Representative AnticimexBuilder Client RepresentativeMatthews, North CarolinaResolve service problems by clarifying the customer’s complaint:determinethe cause of the problem, select and explain the best solution to solve the problem, andexpeditethe correction or adjustment to ensure satisfactory resolution. Outstanding verbal and written communication and interpersonal skills for interacting with customers, customer service and sales staff, Managers, Supervisors, and Team Leaders daily.
TM Client Support Specialist Southstate BankTM Client Support SpecialistCharlotte, North CarolinaDevelop and maintain extensive technical knowledge of products, services and pricing, service setup documentation, operating systems, and data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services. Certifications/Specific Knowledge : MS office expertise, Ability to read, write, speak and understand English; Knowledge of Treasury Management products / services, account analysis and online banking systems is preferred.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorCharlotte, NC$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
WM Client Relationship Consultant TIAAWM Client Relationship ConsultantCharlotte, North CarolinaWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.