NewTax Expert - Local Branch IntuitTax Expert - Local BranchGreensboro, 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).
NewTax Expert - Local IntuitTax Expert - LocalWinston-Salem, 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)Winston-Salem, 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).
NewTax Expert - On-Site IntuitTax Expert - On-SiteWinston-Salem, 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).
NewTax Expert - Local Tax Office IntuitTax Expert - Local Tax OfficeGreensboro, 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).
NewSenior Estate Planning Paralegal Carolina Estate PlanningSenior Estate Planning ParalegalWinston-Salem, NC$65,000–$70,000 / yearDraft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives under attorney supervision. Your expertise will help guide clients through the complexities of estate planning, ensuring they feel supported and informed every step of the way.
NewTrust And Estate Planning Attorney Carolina Estate PlanningTrust And Estate Planning AttorneyWinston-Salem, NC$110,000–$140,000 / yearAt Carolina Estate Planning, we've built a firm where talented attorneys can focus on what they do best: delivering rigorous, thoughtful estate plans that protect families and create lasting legacies. You'll work directly with firm owners, handle sophisticated client matters, and play a meaningful role in a firm that's growing fast and doing it right.
NewIT Business Operations Consultant II - IT Finance - Excel expert Kaiser PermanenteIT Business Operations Consultant II - IT Finance - Excel expertGreensboro, NCThe IT Business Operations Consultant provides financial, operational, and strategic support for large technology programs and portfolios, partnering with program leadership, product teams, IT Finance, and business stakeholders to develop budgets, forecasts, resource plans, cost models, and financial analyses. Job Summary: This individual contributor position, under the guidance of more senior team members, analyzes information relevant to forecasting KPs future technical and operational information needs and executes business and/or technology plans to ensure capability for alignment with business unit and KPs national and regional strategies.
Budget & Financial Specialist, Budget and Financial Planning Wake Forest UniversityBudget & Financial Specialist, Budget and Financial PlanningWinston Salem, North CarolinaThe Budget & Financial Specialist provides effective and efficient administrative and financial management services to campus clients and requires an exceptionally high level of discretion due to exposure and access to highly confidential and sensitive information. Campus departments may engage the services of this position to outsource all or a portion of their respective budget and financial management needs (i.e., facilitation of purchasing, payables, receivables, reporting, budgeting, etc.).
Financial Planning & Analysis - Analyst Advanced Personnel Resources, Inc.Financial Planning & Analysis - AnalystGreensboro, NC$60,000–$80,000 / yearFull timeReporting to the AVP Accounting, the FPA Analyst will: 1) act as the analytical engine of the company to provide insights and support optimal business decision making and 2) assist in spearheading the company's corporate financial model, annual budgeting process, quarterly reforecast, strategic analysis, operating plan variance analysis, revenue and expense variance analysis, and special projects. This is an exciting opportunity for an enthusiastic individual who thrives in a challenging, forward thinking and fast-paced team environment, to join a dynamic learning environment and make a difference.
Financial Planning Specialist CAPTRUSTFinancial Planning SpecialistGreensboro, North CarolinaPrepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm: Responsibilities: Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc.
Financial Planning & Analysis Manager Yeo & Yeo HR Advisory SolutionsFinancial Planning & Analysis ManagerBurlington, NCFull timeOur operations span precision metalwork, CNC machining, laser technologies, welding, coatings, and assembly, all unified under a rigorous ISO‑certified quality framework. This individual will work closely with leadership and take ownership of accounting operations, cost accounting, and financial reporting, while developing FP&A capabilities to guide business decisions and support future growth into a leadership role.
Student Financial Planning Counselor (Graduate) High Point UniversityStudent Financial Planning Counselor (Graduate)High Point, North CarolinaBy providing personalized guidance and administering financial assistance programs with accuracy and compassion, the Counselor directly supports the University’s mission to provide an extraordinary education and to meet enrollment and retention goals. Handles overall financial aid awarding functions including, but not limited to, import and evaluation of FAFSA information, packaging, loan certification and origination, federal verification and refund calculations.
Manager, Budget & Financial Planning Wake Forest UniversityManager, Budget & Financial PlanningWinston Salem, North CarolinaThis includes preparing the annual operating budget, current year forecasts, and multi-year planning, developing financial reports and data trend/variance analytics, providing training and support to campus partners, maintaining data integrity, ensuring alignment with GAAP financial reporting, and monitoring compliance with policies and procedures. Manages budget availability for Workday Finance and Workday HCM activity including the approval of transactions, tracking and monitoring of expenses and revenues, and collaboration with campus partners to resolve budget related activity.
Retirement Planning Consultant II - Greensboro, NC Corebridge Financial Inc.Retirement Planning Consultant II - Greensboro, NCGreensboro, NCCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Retirement Planning Consultant II – Greensboro, NC Corebridge FinancialRetirement Planning Consultant II – Greensboro, NCGreensboro, North CarolinaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
F. CFO (Chief Financial Officer) Bethany MedicalF. CFO (Chief Financial Officer)High Point, North CarolinaThe Largest Independent Established Multi-Specialty Group in Central North Carolina is Seeking a CFO to join our Team” VOTED “ BUSINESS OF THE YEAR ” 2018 VOTED ONE OF THE “ FASTEST GROWING COMPANIES IN THE TRIAD ” 2019 Our mission at BMC is to provide excellent care through a Multi-Specialty approach from prevention to intervention of potentially life-threatening health problems. About Bethany Medical Center: Bethany Medical Center is the largest independent established multi-specialty group in Central North Carolina, serving the Triad and surrounding communities for over 32 years.
Retirement Plan Consultant - Burlington, MA Corebridge Financial Inc.Retirement Plan Consultant - Burlington, MABurlington, NCCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Director of Strategic Planning, ELDS NAM ABBDirector of Strategic Planning, ELDS NAMMebane, North CarolinaRemoteStrategy Research & Planning Support (Primary - 75%~): Lead in conducting external market research on prioritized end markets and segments—including macrotrend identification, market sizing, industry structure analysis, profitability mapping, and channel assessment—to inform divisional strategy. The Manager works closely with market and product managers, corporate development colleagues, and cross-functional teams, translating data into clear, actionable insights that feed directly into executive-level strategy work.
Financial Analyst The Cook & Boardman Group, LLCFinancial AnalystWinston Salem, NCAbility to navigate ERP environment, familiarity w/ transforming reports, data and graphs into presentations that effectively communicate issues; experience with Microsoft Dynamics a plusAnalytical experience using Excel, T-SQL, and/or other BI reporting tools; PowerBI experience a plusQuery and report development experience using database tools to extract/integrate data from data-marts and/or cubes into Microsoft Excel or other BI reporting toolsA working knowledge of and experience in financial planning & analysis processes to evaluate M&A opportunities, analyze complex operating budgets, capital appropriation requests & other business proposalsExperience in developing financial models and related analyticsIdeal candidates will have strong operational accounting and financial reporting skillsAbility to build strong working relationships at all levelsEffective Communication: an articulate person who will be effective in communicating with people at all levels of the organizationDetail Oriented and Team Focused. Improve and streamline financial processes to deliver best practiceMeasurement and analysis of major business initiativesDrive results within organization through delivery and communication of actionable analytics to leadership and throughout the organization as appropriateProactively maintains communications and transparency on analyticsSpecial projects and analytical requestsDevelop information analytics / dashboards through data mining within the Company's ERPOther relative duties as assigned.