Private Wealth Services Tax Manager Grant Thornton LLPPrivate Wealth Services Tax ManagerCharlotte, NC$138,000–$172,500 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Wealth Advisor III Truist BankWealth Advisor IIICharlotte, North CarolinaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
Public Tax Senior Manager, CPA NorthPoint Search GroupPublic Tax Senior Manager, CPACharlotte, NCFull timeThis role involves advising on complex tax issues, leading diverse projects, and contributing to the firm’s growth in key industries including healthcare, financial institutions, real estate, professional services, and manufacturing. What: Oversee tax compliance, planning, and consulting for diverse clients while leading teams, reviewing complex returns, and advising on strategic tax matters.
Tax Manager, Digital Assets BDO USA PCTax Manager, Digital AssetsCharlotte, NC$112,000–$165,000 / yearJob Summary: The Digital Assets Tax Manager assists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions. Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions, preferred.
Senior Tax Accountant Bell Partners IncSenior Tax AccountantCharlotte, NCThe Senior Tax Accountant will assist with the preparation or review of tax compliance work, management of external staff (including coordination with internal business partners), and with technical tax research activities. The Senior Tax Accountant will support the Director of Tax in all tax functions (excluding property and payroll taxes) for Bell Partners and its related investment vehicles.
Advisory | Accounting | Audit | Tax | Payroll Itc WorldwideAdvisory | Accounting | Audit | Tax | PayrollCharlotte, North CarolinaUnderstand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues. ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally.
Director, Global Tax Operations DentsplyDirector, Global Tax OperationsCharlotte, NC$240,000–$281,250 / yearFor California Residents: We may collect the following categories of personal information in connection with the submission of your resume or application materials to us for employment, and if hired, your employment with us: identifiers (e.g., name, address, email address, birthdate); personal records (e.g., telephone number, signature, education information, criminal background information, passport number and visa information); consumer characteristics (e.g., sex, marital status, veteran status, race, disability, sexual orientation); professional or employment information (e.g., resume, cover letter, employment history, background check forms, references, certifications, transcripts and languages spoken); and inferences from personal information collected (e.g., a profile reflecting abilities and aptitudes). Job Summary: The Director, Global Tax Operations is responsible for managing and executing the Company's worldwide tax reporting, compliance, and global income tax provision process under ASC 740, including quarterly and annual reporting, effective tax rate (ETR) management, and tax-related financial disclosures.
Mixed Tax Manager/Senior Tax Manager GpacMixed Tax Manager/Senior Tax ManagerCharlotte, NC110000–165000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. - Develop and implement innovative tax strategies to minimize tax liabilities and optimize financial outcomes for clients.
Wealth Advisor Associate Truist Financial CorpWealth Advisor AssociateCharlotte, NCWorks with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals.
Senior Tax Manager Modera Wealth ManagementSenior Tax ManagerCharlotte, North Carolina$160,000–$190,000 / yearSupport the Director of Tax Services in leading and mentoring Senior Tax Specialists and Tax Specialists, responsibilities include delivering training on tax law updates, and regulatory compliance and operational procedures, as well as reviewing work for accuracy and completeness. Collaborate with financial advisors to integrate tax planning into comprehensive wealth management strategies for clients including evaluating the tax implications of investment decisions, estate planning, charitable giving, and retirement strategies.
Senior Consultant, Business Tax Advisory | Real Estate Solutions FTI Consulting IncSenior Consultant, Business Tax Advisory | Real Estate SolutionsCharlotte, NCWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. FTI Consulting's Corporate Finance & Restructuring practice focuses on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
Tax Manager Shutterfly IncTax ManagerCharlotte, NCWe are seeking a highly skilled and detail-oriented Tax Manager lead key income tax processes, including provision and compliance, and serve as a primary reviewer to ensure accuracy, completeness, and timely delivery of all tax reporting obligations. What You''ll Do Here: Lead and coordinate the preparation and review of the income tax provision under ASC 740, including book/tax differences, deferred taxes, effective tax rate, uncertain tax positions, and related disclosures.
Tax Manager - Affordable Housing EisnerAmperTax Manager - Affordable HousingCharlotte, NCOur Affordable Housing Tax practice serves a wide range of clients with specific needs including real estate private equity funds, public and private REITs, as well as privately owned Real Estate held by family offices or joint ventures. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Wealth Advisor III Truist Financial CorporationWealth Advisor IIICharlotte, NCEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
M&A Tax Advisory, Senior Manager Elliott Davis, LLCM&A Tax Advisory, Senior ManagerCharlotte, NCResumes 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. This role is highly visible and client-facing, with responsibility for managing diligence workstreams, mentoring teams, and serving as the primary tax lead throughout the transaction lifecyclefrom kickoff through deal close.
Manager, Tax - Private Client FORVIS, LLPManager, Tax - Private ClientCharlotte, NCThe Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Assistant Corporate Tax Director Truist BankAssistant Corporate Tax DirectorCharlotte, North Carolina1. Review, analyze, and advise on complex tax credit transactions (e.g., investment tax credit, new markets tax credit, low-income housing tax credit, etc.), including identifying material federal income tax issues, evaluating transaction structures, assessing technical tax positions, and recommending approaches to appropriately mitigate tax risk. The successful candidate will work closely with internal business, legal, finance/accounting, risk, and external tax advisors to identify and address tax issues, mitigate tax risk, support M&A and restructuring activity, and help ensure that material tax positions are appropriately analyzed, documented, communicated, and implemented.
International Tax Services - Manager PwCInternational Tax Services - ManagerCharlotte, NC$99,000–$266,000 / yearA career within International Tax Services will provide you with the opportunity to help PwC address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop exceptional deliverables.
Senior Wealth Advisor The Vanguard GroupSenior Wealth AdvisorCharlotte, North CarolinaWealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.
Manager, International Tax Deloitte Touche Tohmatsu LtdManager, International TaxCharlotte, NC$116,175–$237,375 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. As a Tax Manager on the International Tax team, you will be responsible for advising multinational clients on the tax implications of their international operations and supporting compliance and consulting efforts across a range of cross-border matters.