NewInterim Financial Planning and Analysis Manager Vaco LLCInterim Financial Planning and Analysis ManagerCharlotte, NCRequired qualifications for the Interim FP&A Manager: Minimum of a Bachelor's Degree in Accounting or Finance Financial planning and analysis experience Highly proficient in Microsoft Office with an emphasis on Advanced Excel using pivot tables, v-lookups, and formulas as well as data modeling At least 5 years of experience Strong analytical and problem-solving skills Excellent time management skills Must be able to work across an organization, developing key relationships Experience with Hyperion/Cognos/SAP Business Objects or similar technology preferred Your daily duties and responsibilities in this role will generally include: Providing strategic analysis to senior management Performing analysis and modeling Tracking results and cash flow Understanding and articulating all deviations to the annual budget and present them to Management and the Budget Review Committee Assisting with integration of budget information into the accounting system Performing analysis of fiscal operations as necessary, including cash management, payroll, rent, investments, etc. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewEstate Planning Attorney Integrity Wealth SolutionsEstate Planning AttorneyCharlotte, NCnCompany Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies.
NewEstate Planning, Probate, & Elder Law Attorney Providence Wills and TrustsEstate Planning, Probate, & Elder Law AttorneyWeddington, NCNewly licensed or entry-level attorneys will be considered if you have additional relevant education or certifications, such as LLM in Taxation or Estate Planning, CPA, MTWM, CFP, CTFA, ATFA, social work experience in the field of long-term care/Medicaid qualification, or substantial coursework in the taxation of individuals, businesses, and estates. This position entails significant client contact, running client meetings, selling clients on the attorney and the firm, designing personalized planning solutions for situations ranging from simple to very complex, drafting and reviewing basic and advanced estate planning documents, advising regarding Medicaid qualification planning, asset protection strategies, business formations, and trust and probate estate administration.
NewParalegal - Estate Planning, Probate, Elder Law Providence Wills and TrustsParalegal - Estate Planning, Probate, Elder LawMonroe, NCExperience: Previous experience as a paralegal or legal assistant in the specific fields of probate, trust administration, and/or elder law, experience as a social worker in Medicaid qualification, or formal paralegal education or NC Bar certification is strongly preferred. Previous experience in financial services, trust management, digital marketing, social media management, graphic design, or community outreach would be a bonus and should be noted in your cover letter if applicable.
NewFinancial Professional New York Life InsuranceFinancial ProfessionalCharlotte, NCTogether with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that financial professionals operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period.
NewFinancial Services Professional New York Life InsuranceFinancial Services ProfessionalCharlotte, NCnCompany Description New York Life is a Fortune 100 mutual company with more than 180 years of experience helping individuals, families, and businesses protect what matters most. New York Life is a Fortune 100 mutual company with more than 180 years of experience helping individuals, families, and businesses protect what matters most.
NewFinancial Systems Lead Americo Financial Life and AnnuityFinancial Systems LeadCharlotte, NCThis role works with Finance, IT, and business stakeholders to optimize financial systems, improve automation, enhance reporting, and support core finance processes within established guidelines and service level expectations. • Partner with Finance, IT, and business stakeholders to troubleshoot issues, provide training, and support long-term system enhancements and continuous improvement.
NewController - Construction JobotController - ConstructionMatthews, NC$130,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for overseeing all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecasts preparation, development of internal control policies, and financial risk management.
Tax Expert - Local Tax Office IntuitTax Expert - Local Tax OfficeRock Hill, SC$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Tax Expert - Local Branch IntuitTax Expert - Local BranchMooresville, NC$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Tax Expert - On-Site IntuitTax Expert - On-SiteMooresville, NC$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Tax Expert - Expert Center (Northeast) IntuitTax Expert - Expert Center (Northeast)Charlotte, NC$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Tax Expert - Local IntuitTax Expert - LocalCharlotte, NC$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
NewAssistant Controller RemXAssistant ControllerCharlotte, NCWe are seeking an Assistant Controller/Accounting Manager to support financial planning, budgeting, accounts payable/receivable, cash flow management, financial reporting, forecasting, and cost accounting. This position will partner with leadership to provide financial analysis, maintain accounting records, support compliance with GAAP, and contribute to office operations, payroll coordination, onboarding, and HR-related processes.
NewWealth Advisor, Schwab Wealth Advisory Charles SchwabWealth Advisor, Schwab Wealth AdvisoryCharlotte, NCClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
NewRetail Event Marketer LeafHomeRetail Event MarketerMonroe, NCThe Retail Marketer will attend pre-scheduled shifts in retail stores and generate leads for the local office through ongoing interaction with potential customers. LeafFilter Gutter Protection, a rapidly growing home improvement company is seeking P art-time Retail Marketers .
NewDirector of Finance & Accounting Talbert, Bright & EllingtonDirector of Finance & AccountingCharlotte, NCThis key leadership role will report to the President and will work collaboratively alongside operational leadership to learn the business and help uplift overall financial and project management practices across the TBE team. This leader will also join the TBE Leadership team and provide input to and support the strategic and tactical direction of the firm, including the integration of new partners resulting from acquisitions.
NewSenior Finance Manager Talent Trader GroupSenior Finance ManagerFort Mill, SCProviding tax advisory support, applying knowledge of tax laws, and coordinating with external consultants to manage tax filings across various jurisdictions in the USA. Monitor and analyze accounting processes, implementing improvements to enhance efficiency and accuracy while meeting deadlines.
NewAnalyst Rotational Program NorthPoint Development LLCAnalyst Rotational ProgramCharlotte, NCNorthPoint Development’s Analyst Rotational Program is a structured career development program designed for recent college graduates interested in launching careers in real estate, finance, and development. Our Talent Team will begin reviewing applications and conducting initial phone interviews this fall, followed by the extended interview process with the team from October-November.
NewTechnician/Sales Rep Remedy Tax & Financial Services LLCTechnician/Sales RepFort Mill, SCnCompany Description A tax preparation and financial services company with over 20 years of positive service stands as a well-established and trusted provider in the industry, having earned a strong reputation for delivering expert financial solutions to both individual and business clients. A tax preparation and financial services company with over 20 years of positive service stands as a well-established and trusted provider in the industry, having earned a strong reputation for delivering expert financial solutions to both individual and business clients.