Senior Tax Manager Macpower Digital Assets Edge Private LimitedSenior Tax ManagerCharlotte, NC$160,000–$180,000 / yearThe Senior Tax Manager plays a key role in overseeing and managing the tax functions of an organization, ensuring compliance with local, state, and federal tax regulations while also developing and executing strategies to minimize the company's tax liabilities. Technical Skills: Expertise in U.S. tax law, including knowledge of corporate taxation, international tax, state and local taxes (SALT), and tax accounting.
["National Account Manager","National Account Manager"] Red Bull["National Account Manager","National Account Manager"]Charlotte$124,000–$186,000 / yearResponsibilities include: owning budgets and results (Distribution, Price, Promotion, and Presence) at both the national & regional levels; developing productive business partnerships with senior management in all assigned banners/divisions and at the customer's HQ offices; and driving best practices through producing excellent results and creating innovative solutions. This role is tasked with driving coordination and collaboration across multiple functional groups (sales, distribution, marketing, finance, operations, and legal) at Headquarters (HQ) and Region levels to ensure that objectives and goals of these customers are achieved.
STORE MANAGER CANDIDATE in Monroe NC Dollar General CorpSTORE MANAGER CANDIDATE in Monroe NCMONROE, NCAssist with store merchandising by facilitating and/or participating in staging, stocking and storage of merchandise; ensuring that merchandise is presented according to established practices and store manager direction; and properly utilizing merchandise fixtures, signing and pricing of merchandise. GENERAL SUMMARY: The Store Manager Candidate supports the Store Manager in the effective implementation of all store processes including employee supervision, staffing, inventory management, stocking and receiving, paperwork, and store needs.
STORE MANAGER CANDIDATE IN RICHBURG, SC Dollar General CorpSTORE MANAGER CANDIDATE IN RICHBURG, SCRICHBURG, SCAssist with store merchandising by facilitating and/or participating in staging, stocking and storage of merchandise; ensuring that merchandise is presented according to established practices and store manager direction; and properly utilizing merchandise fixtures, signing and pricing of merchandise. GENERAL SUMMARY: The Store Manager Candidate supports the Store Manager in the effective implementation of all store processes including employee supervision, staffing, inventory management, stocking and receiving, paperwork, and store needs.
STORE MANAGER CANDIDATE IN ROCK HILL, SC Dollar General CorpSTORE MANAGER CANDIDATE IN ROCK HILL, SCROCK HILL, SCAssist with store merchandising by facilitating and/or participating in staging, stocking and storage of merchandise; ensuring that merchandise is presented according to established practices and store manager direction; and properly utilizing merchandise fixtures, signing and pricing of merchandise. GENERAL SUMMARY: The Store Manager Candidate supports the Store Manager in the effective implementation of all store processes including employee supervision, staffing, inventory management, stocking and receiving, paperwork, and store needs.
STORE MANAGER CANDIDATE IN LANCASTER, SC Dollar General CorpSTORE MANAGER CANDIDATE IN LANCASTER, SCLANCASTER, SCAssist with store merchandising by facilitating and/or participating in staging, stocking and storage of merchandise; ensuring that merchandise is presented according to established practices and store manager direction; and properly utilizing merchandise fixtures, signing and pricing of merchandise. GENERAL SUMMARY: The Store Manager Candidate supports the Store Manager in the effective implementation of all store processes including employee supervision, staffing, inventory management, stocking and receiving, paperwork, and store needs.
Assistant Bar Manager OASIS SPORTS BAR LLCAssistant Bar ManagerCharlotte, NCFull timeThe Assistant Bar Manager supports the Bar Manager in leading all beverage operations while helping create an exceptional guest experience. Leadership & Team Development Assist in hiring, onboarding, and training bartenders and barbacks.
Manager in Training Citi Trends, Inc.Manager in TrainingCharlotte, NCYou will oversee daily store operations, drive sales and profitability, and ensure a positive customer experience while building, coaching, and developing a high-performing store team. CITITRENDS is a leading off-price value retailer of apparel, accessories, and home trends dedicated to delivering great style and amazing brands at exceptional prices.
Part Time - Assistant Store Manager Variety Stores LLCPart Time - Assistant Store ManagerAlbemarle, NCPart timeAbility to lift, bend and transport merchandise weighing up to 50lbs from floor level to above shoulder height; must be able to meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, twisting, pulling, and repetitive lifting, with or without reasonable accommodation. As a Big Lots Assistant Manager/Key Carrier you will be responsible for providing excellent customer service to our customers and supporting the Store Manager with the overall operation of the store to achieve company deliverables.
STORE MANAGER CANDIDATE in Mount Pleasant NC Dollar General CorpSTORE MANAGER CANDIDATE in Mount Pleasant NCMOUNT PLEASANT, NCAssist with store merchandising by facilitating and/or participating in staging, stocking and storage of merchandise; ensuring that merchandise is presented according to established practices and store manager direction; and properly utilizing merchandise fixtures, signing and pricing of merchandise. GENERAL SUMMARY: The Store Manager Candidate supports the Store Manager in the effective implementation of all store processes including employee supervision, staffing, inventory management, stocking and receiving, paperwork, and store needs.
STORE MANAGER CANDIDATE in Marshville NC Dollar General CorpSTORE MANAGER CANDIDATE in Marshville NCMARSHVILLE, NCAssist with store merchandising by facilitating and/or participating in staging, stocking and storage of merchandise; ensuring that merchandise is presented according to established practices and store manager direction; and properly utilizing merchandise fixtures, signing and pricing of merchandise. GENERAL SUMMARY: The Store Manager Candidate supports the Store Manager in the effective implementation of all store processes including employee supervision, staffing, inventory management, stocking and receiving, paperwork, and store needs.
Assistant Store Manager, Sales Full Time Crocs IncAssistant Store Manager, Sales Full TimeCharlotte, NC$19–$24.50 / hourOversee store-wide operations, in partnership with Store Manager, by coordinating, delegating, and prioritizing tasks across all teams to ensure smooth execution and timely completion of daily responsibilities. Serve as a brand ambassador by staying informed about current product collaborations, launches, and brand initiatives, and sharing this knowledge with consumers to elevate their experience and connection with HEYDUDE.
Manager, Accounting & Controllership Carrier CorporationManager, Accounting & ControllershipCharlotte, NC$96,000–$192,000 / yearThrough cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we improve lives, empower critical industries and ensure safe transport of food, lifesaving medicines and more. Time off and Leave: Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty leave; military leave; purchased vacation.
Manager, Commodity Management & Sourcing Carrier CorporationManager, Commodity Management & SourcingCharlotte, NC$96,000–$192,000 / yearThe Commodity and Sourcing Manager, Aftermarket will negotiate and manage supplier contracts in conjunction with our Global Sourcing Team to achieve cost savings and enhance supplier performance while managing cross-functional teams and building collaborative relationships. Through cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we improve lives, empower critical industries and ensure safe transport of food, lifesaving medicines and more.
Manager - GBS - Operational Finance Transformation Deloitte Touche Tohmatsu LtdManager - GBS - Operational Finance TransformationCharlotte, NC$141,200–$278,300 / yearOur mission is to help clients modernize their full suite of end-to-end Finance functions, including Invoice to Pay, Invoice to Cash, and Record to Report processes, with the goal to enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Commercial Portfolio Manager III - Equipment Finance Huntington Bancshares IncCommercial Portfolio Manager III - Equipment FinanceCharlotte, NC$83,700–$208,000 / yearIn addition to underwriting responsibilities, the Commercial Portfolio Manager III provides guidance and mentorship to junior team members, assists with process improvement initiatives, and contributes to the overall quality and consistency of credit decisioning across the portfolio while adhering to all regulatory and compliance guidelines. This role demonstrates advanced credit expertise, exercises independent judgment in evaluating credit risk, and serves as a trusted resource to peers, relationship managers, and credit leadership.
Restaurant Manager Raising Cane's USA LLCRestaurant ManagerRock Hill, SCIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Manager Designate Papa John's International IncManager DesignateCharlotte, NCHigh School diploma or GED preferred Serv-Safe Local or State Food Service Certification preferred Successful and stable employment history with supervisory experience Must be able to work long hours (32 hours generally required, scheduled or unscheduled, which will include nights, weekends, and as emergencies arise). CUSTOMER FOCUSED - Put the customers needs first RESULTS DRIVEN - Commit to achieving objectives INNOVATIVE MINDSET - Open to new ideas and ways of doing business STRATEGIC THOUGHT LEADERSHIP - Engage in logical and systematic thinking COLLABORATION - Work together in the most effective way.
Senior Project Manager Samet CorporationSenior Project ManagerCharlotte, NCPhysical Demands: While performing the duties of this job, the employee is regularly required to sit, walk, walk on rough or uneven surfaces, use hands and fingers to feel or handle equipment and files, reach with hands and arms, drive, bend, talk, see, and hear. As Senior Project Manager supporting our Charlotte region, you'll manage construction services The Samet Way, taking full ownership of complex industrial projects from preconstruction through closeout.
Credit Delivery Portfolio Manager - Medical Specialty Team Truist Financial CorporationCredit Delivery Portfolio Manager - Medical Specialty TeamCharlotte, NCCredit requests have a variety of business structures and deal complexity, and could include both owner-occupied and investor-owned commercial real estate, working capital facilities, yacht/airplane financing, corporate finance transactions, concentrated stock/highly structured securities-backed and unsecured facilities. Coordinate credit and loan portfolio administration activities such as loan renewals and modifications, completion of periodic (at least annual) credit reviews, frequent review of financial statements and related internal risk ratings, management of covenant compliance and ongoing collateral monitoring.
Senior Logistics Manager Honeywell International IncSenior Logistics ManagerCharlotte, NC$150,000–$224,000 / yearAs a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable. The successful candidate must be a self-starter and detailed and data oriented with strong analytical and problem-solving skills, able to collaborate and lead cross-functional teams and projects through implementation and possess a demonstrated track record of achieving results and operational excellence.
Tax Manager, Strategic Tax Review Deloitte Touche Tohmatsu LtdTax Manager, Strategic Tax ReviewCharlotte, NC$105,375–$215,375 / 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. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Store Manager Crocs IncStore ManagerCharlotte, NCRemote$28–$33.50 / hourThrough strong leadership and accountability, you'll empower your team to exceed expectations while ensuring flawless execution of daily operations from opening and closing routines to cash handling and maintaining a store that's ready to impress every day. Serve as a brand ambassador by staying informed about current product collaborations, launches, and brand initiatives, and sharing this knowledge with consumers to elevate their experience and connection with Crocs.
Sr. Manager - Cyber Technical - Technology Audit (Hybrid) Capital One Financial CorpSr. Manager - Cyber Technical - Technology Audit (Hybrid)Charlotte, NC$209,000–$238,500 / yearCertifications related to or pursuing certification related to Cloud, Cyber or Technology Operations, such as Cloud provider certifications, Certified Information Systems Security Professional (CISSP), or Certified Information Security Manager (CISM), Certifications related to or pursuing certification related to Auditing, such as Certified Internal Auditor (CIA), or Certified Information Systems Auditor (CISA). As a member of the Audit team, the candidate will focus on audits of critical technology functions including cloud-based technology implementations, application and cloud technology controls, and cybersecurity risks.
NewAssistant Manager - Store 17383 Market ExpressAssistant Manager - Store 17383Fort Mill, South CarolinaEmployment Offer Contingencies & Requirements Any offer of employment with GPM Investments, LLC is contingent upon the successful completion of a background check, which may include a review of criminal history, consistent with applicable federal, state, and local laws. Physical Readiness: Comfortable with tasks such as cleaning restrooms, taking out trash, and maintaining outside areas like pumps.
NewAssistant Manager - Store 17384 Market ExpressAssistant Manager - Store 17384Weddington, North CarolinaEmployment Offer Contingencies & Requirements Any offer of employment with GPM Investments, LLC is contingent upon the successful completion of a background check, which may include a review of criminal history, consistent with applicable federal, state, and local laws. Physical Readiness: Comfortable with tasks such as cleaning restrooms, taking out trash, and maintaining outside areas like pumps.
Assistant Store Manager Kimbrell's Home FurnishingsAssistant Store ManagerLancaster, South CarolinaSupport overall store operations, ensuring adherence to company policies, procedures, and performance expectations · Lead, coach, and develop team members to achieve operational, sales, and customer service goals · Provide performance feedback and assist with employee relations, including coaching and disciplinary actions as needed · Supervise store operations and staff in the absence of the Store Manager · Ensure a high-quality customer experience through professional service, showroom presentation, and active merchandising support · Assist with showroom organization, product placement, and maintaining clean, sales-ready displays · Drive sales growth through customer engagement, promotional support, and community involvement · Support sales activities, including assisting customers and ensuring team execution of the company sales model · Oversee credit and collection processes, ensuring compliance with company policies and applicable laws · Assist with customer account management, contract negotiation, and documentation accuracy · Maintain financial controls, including cash handling, payment processing, deposits, and recordkeeping · Ensure proper handling of customer information in compliance with privacy regulations · Support administrative functions, reporting, and daily store organization · Maintain a safe, organized work environment and assist with operational tasks, including light merchandise handling as needed · Perform other duties as assigned. · Strong leadership, coaching, and team development skills · Customer-focused mindset with a commitment to service excellence · Knowledge of retail operations, sales practices, and credit/collections processes · High level of integrity, accountability, and professionalism · Strong organizational, problem-solving, and decision-making abilities · Ability to enforce policies while maintaining positive team morale · Effective communication and conflict resolution skills · Financial aptitude with basic math and recordkeeping proficiency · Ability to manage multiple priorities in a fast-paced environment.
Senior Project Manager Baker Concrete Construction IncSenior Project ManagerCharlotte, NCDefines and is responsible for achievement of project SQP goals, contributes to the development and implementation of company-wide initiatives, develops co-workers and participates in the business planning and performance of BURG. Applicants with physical and/or mental disabilities who require a reasonable accommodation for any or part of the application process may make their requests known by emailing hrtech@sharedservices.cc or calling 1-513-539-4000 and asking for HR.
Cost Manager Rider Levett Bucknall UK LtdCost ManagerCharlotte, NCThe Cost Manager provides cost management services, including invoice validation, cost forecasting and reporting, change management, close-out administration, procurement management, earned value, and value engineering. Support value engineering initiatives to optimize cost efficiency while maintaining quality and scope Review contractor and vendor closeout documentation to ensure compliance with contractual requirements and successful project completion.
NewFront of House Manager | Steakhouse Concept | Charlotte, NC One HausFront of House Manager | Steakhouse Concept | Charlotte, NCCharlotte, North CarolinaThis individual will play an active role on the floor while partnering with leadership and fellow team members to ensure a seamless and memorable guest experience. We are seeking an experienced and hospitality-driven Front of House Manager to lead daily restaurant operations and cultivate an exceptional guest experience.
Merchandise Manager Ulta Beauty IncMerchandise ManagerConcord, NCLeverage store forecast and payroll budgets to support with store scheduling needs and communicate the needs to the GM to maximize productivity, achieve sales and payroll goals, and complete workload (e.g., omni-channel, shipment, replenishment, markdowns, and price changes) on time, and within the payroll budget. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label.
NewFinance Manager SuperSummaryFinance ManagerCharlotte, NCRemoteYou’ll build the annual budget and rolling forecasts, run scenario modeling as a monthly rhythm, own subscription KPI reporting (MRR, ARR, churn, LTV, CAC), and serve as the financial voice in leadership and operating decisions — and you’ll also own the accounting function end-to-end: monthly close, revenue recognition under ASC 606, ChargeBee and Stripe billing operations, and managing our bookkeeper. ChargeBee Deep Dive: Become the in-house expert on our billing platform — audit the current integration with the GL, document how subscription events (new, renewal, cancellation, chargeback) flow through revenue recognition, and build a troubleshooting guide for edge cases like prior-period adjustments.
8038 - Assistant Store Manager PT Hat World Inc.8038 - Assistant Store Manager PTCharlotte, NCAssistant Store Managers are accountable for every aspect of the retail store performance inclusive of achieving key results, creating a fun and inclusive environment for their team, and delivering exceptional customer service by offering their expertise on Lids' products and services. Execute optimal layout and visual merchandising (VM) or product presentation strategy, including managing window activations, hardware flips, mannequin flips, and seasonal or weekly merchandise changes.
5604 - Assistant Store Manager PT Hat World Inc.5604 - Assistant Store Manager PTCharlotte, NCAssistant Store Managers are accountable for every aspect of the retail store performance inclusive of achieving key results, creating a fun and inclusive environment for their team, and delivering exceptional customer service by offering their expertise on Lids' products and services. Execute optimal layout and visual merchandising (VM) or product presentation strategy, including managing window activations, hardware flips, mannequin flips, and seasonal or weekly merchandise changes.
5865 - Assistant Store Manager PT Hat World Inc.5865 - Assistant Store Manager PTCharlotte, NCAssistant Store Managers are accountable for every aspect of the retail store performance inclusive of achieving key results, creating a fun and inclusive environment for their team, and delivering exceptional customer service by offering their expertise on Lids' products and services. Execute optimal layout and visual merchandising (VM) or product presentation strategy, including managing window activations, hardware flips, mannequin flips, and seasonal or weekly merchandise changes.
8022 - Assistant Store Manager PT Hat World Inc.8022 - Assistant Store Manager PTPineville, NCAssistant Store Managers are accountable for every aspect of the retail store performance inclusive of achieving key results, creating a fun and inclusive environment for their team, and delivering exceptional customer service by offering their expertise on Lids' products and services. Execute optimal layout and visual merchandising (VM) or product presentation strategy, including managing window activations, hardware flips, mannequin flips, and seasonal or weekly merchandise changes.
5604 - Assistant Store Manager FT Hat World Inc.5604 - Assistant Store Manager FTCharlotte, NCAssistant Store Managers are accountable for every aspect of the retail store performance inclusive of achieving key results, creating a fun and inclusive environment for their team, and delivering exceptional customer service by offering their expertise on Lids' products and services. Execute optimal layout and visual merchandising (VM) or product presentation strategy, including managing window activations, hardware flips, mannequin flips, and seasonal or weekly merchandise changes.
Assistant Store Manager PLSAssistant Store ManagerCharlotte, North CarolinaThe Assistant Manager performs all the duties of a Customer Service Representative plus assists the Store Manager in the store's day-to-day operations, and in the absence of the Store Manager, is responsible for directing the activities of all team members. Assistant Store Managers are responsible for providing leadership to ensure the store delivers outstanding customer service, meets all operating objectives and financial goals, and follows company policies and procedures.
NewSenior Manager, Commercial Credit Review Discover Financial ServicesSenior Manager, Commercial Credit ReviewCharlotte, NC$182,500–$208,300 / yearCapital One’s Credit Review organization is a third line of defense function that is responsible for providing an independent assessment of the Company’s credit quality, key and emerging risks, and credit process execution to the Risk Committee of the Board of Directors and other stakeholders. This associate will also be responsible for building and maintaining working relationships with line of business management and key associates within Risk Management.
Manager, Business Planning (Supply Chain) Charter Communications IncManager, Business Planning (Supply Chain)Charlotte, NCAs Manager, Business Planning at Spectrum, you'll manage operational and financial planning, overseeing integrated analysis of key metrics while guiding a team of analysts. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach.
Restaurant Manager Dunkin' Brands Group IncRestaurant ManagerCharlotte, NCOverview: A Restaurant Manager is generally responsible for providing strong, positive leadership to their team to deliver great and friendly guest experiences, to maintain operational excellence and to help build profitable top line sales of a single restaurant. Recruit, hire, train and supervise restaurant team members, including shift leaders, team members, bakers and other support staff.
Assistant Store Manager CNG Holdings IncAssistant Store ManagerRock Hill, SCHandle and count currency, cash, and coins to include managing a cash drawer, counting cash deposits, moving cash from secure safe to cash drawer,and other cash handling requirements;may be responsible for bank deposits or bank pick-ups. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers’ financial situations, thereby filling a need and delivering value to our customers.
STORE MANAGER CANDIDATE Dollar GeneralSTORE MANAGER CANDIDATEMARSHVILLE, North CarolinaFull timeAssist with store merchandising by facilitating and/or participating in staging, stocking and storage of merchandise; ensuring that merchandise is presented according to established practices and store manager direction; and properly utilizing merchandise fixtures, signing and pricing of merchandise. Every day.® by offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations.
Assistant Branch Manager FNB CorpAssistant Branch ManagerCharlotte, NCCoordinates and completes the operational duties as assigned, by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, ordering and managing vault cash, and ensure all tasks performed adhere to the current policy and procedures. Assists with the management of daily sales activity through branch staff coaching of prescribed sales activities, assisting with pre-shift sales huddles, and monitoring and measuring sales results.
Account Manager Olly OllyAccount ManagerCharlotte, North CarolinaThe Olly Olly platform complements our hands-on service perfectly: it’s no-nonsense, easy-to-use software that helps local businesses streamline operations and contact management, drive leads, stabilize cash flow and maximize revenue with minimal effort, so they can reclaim their time to focus on what they do best. Display a highly proactive growth approach by identifying opportunities to upsell and cross-sell essential digital solutions, specifically focusing on expanding client engagement through Google Ads campaigns, including Local Services Ads (LSA) and Pay-Per-Click (PPC).
Assistant Store Manager Safelite AutoGlassAssistant Store ManagerCharlotte, NCMotivate and lead activities of associates, ensuring the highest possible productivity and world class customer service; Provide appropriate associate cross-training for operational stability. This professional leads operations for an individual retail location, including assigned associates, cash management, inventory control, loss prevention, safety, store appearance and more.
Restaurant Assistant Manager Thrive Restaurant GroupRestaurant Assistant ManagerCharlotte, North CarolinaAt QDOBA, you’re not just taking on a shift—you’re stepping into a vibrant, people-first culture built on purpose and positivity, powered by our Thrive Restaurant Group family. QDOBA Mexican Eats is looking for a Shift Supervisor who’s ready to bring their energy, leadership, and flavor game to the table.
Portfolio Manager III - Middle Market, Leveraged Lending City National BankPortfolio Manager III - Middle Market, Leveraged LendingCharlotte, North CarolinaRemote$122,535–$208,715 / yearFull timePortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Collaboration: Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank’s strategic initiatives.
Senior Accounting Manager Wright Staffing SourceSenior Accounting ManagerCharlotte, North CarolinaThe ideal candidate will have exceptional technical expertise, a CPA certification, and a passion for working with high-net-worth clients and complex financial structures. Tax Compliance: Work closely with the tax team to ensure timely and accurate preparation of trust, estate, and gift tax returns (Forms 1041, 706, and 709).
VP, Product Manager LPL FinancialVP, Product ManagerCharlotte, 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.