Private Client Services TAX Manager Jobs in Charlotte, NC

Create the financial roadmap that drives strategic growth; lead budgeting, forecasting, board reporting, and headcount planning while partnering with leadership to make informed financial decisions in...

Oversee the underwriting of low-income housing tax credit investments, requiring strong financial analysis and extensive LIHTC knowledge. Collaborate with clients and stakeholders to manage complex tr...

Lead the charge in managing multiple projects to ensure financial success and client satisfaction. Drive initiatives, develop colleagues, and uphold safety standards while achieving operational goals...

Unlock your potential in retirement solutions by supporting innovative platforms. Collaborate across departments to enhance service delivery, resolve issues, and foster advisor success in a dynamic, c...

Transform the financial landscape for the Specialty Materials Business Unit by leading the Financial Analysis and Planning team, mentoring talent, and driving strategic financial decisions through acc...

Oversee the strategic deployment and management of consultants, ensuring alignment with business needs while enhancing workforce capacity, productivity, and professional development across initiatives...

Empower institutional clients by expertly managing relationships and ensuring timely delivery of investment data and reporting. This role requires a keen focus on client satisfaction while leveraging...

Join a team that's focused on enhancing client relationships and delivering accurate investment reporting. This role emphasizes client management within a dynamic environment, ensuring timely and high...

Manage and nurture relationships with retirement plan clients, emphasizing service delivery while ensuring compliance and effective communication strategies to enhance client satisfaction and retentio...

Lead a high-impact team to develop and execute quality management for enterprise change, ensuring compliance with governance policies and procedures, while enhancing risk management practices across t...

Lead customer engagement initiatives by defining services scope, building relationships, and driving business development. Collaborate with C-level executives to showcase value and meet customer needs...

Help us engineer advanced AI solutions and ensure scalability from prototype to production. Collaborate on feature definitions, write high-quality code, and maintain testing protocols while upholding...

Manage comprehensive project controls across large-scale programs, integrating cost, schedule, and risk management while leading process improvements and reporting initiatives to ensure alignment with...

Lead integrated marketing initiatives across the Americas. Collaborate with global and regional teams to enhance brand awareness, membership growth, and engagement through strategic campaign execution...

Join our expanding Charlotte audit practice as a results-driven leader. You'll leverage your professional network and business development skills to grow the team, enhance client relations, and contri...

Explore a dynamic role supporting individual retirement platforms, collaborating across teams, enhancing operations, and driving client success in a fast-paced environment focused on continuous improv...

Shape the future of integrations by leading the product roadmap, enhancing API standards, and driving a scalable platform. Collaborate across teams to deliver an exceptional developer experience while...

Shape the future of digital payments by leading innovative product lifecycles for corporate and commercial clients. Drive development in ACH, wire transfers, and real-time payments, ensuring secure, s...

Drive innovative digital payment solutions for corporate clients, shaping the product lifecycle and enhancing user experience, while collaborating across teams for seamless implementation and regulato...

Deliver exceptional digital payment solutions by leading product strategy and innovation for commercial clients. Collaborate across teams to optimize experiences as you manage the full product lifecyc...

Champion innovative digital payment solutions for corporate clients, leading product strategy and execution. Collaborate across teams to enhance user experiences and ensure compliance while managing t...

Lead the charge in digital payment solutions, enhancing user experiences for corporate clients through strategic management and innovative delivery across various channels...

Join a team that's innovating digital payment solutions for commercial clients. Lead product strategy and execution while collaborating with cross-functional teams to ensure seamless user experiences...

Unlock potential by driving product strategy and innovation for digital payment solutions, overseeing the entire lifecycle while fostering collaboration across teams to deliver seamless client experie...

Join a team that's dedicated to delivering technical excellence in pre-sales support. You will partner with sales to transform customer needs into tailored solutions and demos, ensuring alignment and...