Top Finance Jobs in Charlotte, NC

Provide strategic tax planning, compliance, and advisory services for wealth management clients. Review and analyze financial data, prepare and file tax returns, draft tax documents, conduct tax research, identify tax optimization opportunities, uphold professional standards, build client relationships, manage and mentor others, and collaborate with teams to deliver quality client service in a changing regulatory environment.

Lead design and implement finance transformation solutions using OneStream; analyze complex issues, mentor junior staff, build client relationships, configure models/workflows, and support budgeting, forecasting, and performance management.

Lead FP&A technology engagements using Anaplan to design budgeting, forecasting, and financial performance frameworks. Analyze financial data, build KPIs and visualizations, integrate financial management software, advise on cost reduction/forecasting, maintain executive client relationships, and mentor teams to drive practice growth and innovation.

Lead large global information reporting projects, advise senior clients on tax compliance (FATCA/1441/FBAR), streamline processes through automation, coach teams, and provide strategic tax guidance to multinational financial services clients.

Provide tax advisory and compliance services to banking and capital markets clients, including tax structuring, cross-border transaction guidance, financial statement tax analysis, regulatory compliance, and operational tax risk management. Mentor junior staff, build client relationships, conduct tax research, and deliver strategic solutions that align with clients' business objectives while staying current on tax regulations.

Lead specialized tax engagements focused on energy incentives and credits. Manage project planning, budgeting, execution and client relationships. Provide tax modeling and legislative guidance, identify optimization opportunities (including R&D credits), ensure compliance, mentor team members, and promote technology and best practices to improve client outcomes.

Lead tax strategy and client engagements for financial services real estate clients, advising on international and domestic tax structuring, compliance, risk mitigation, and profit-sharing. Drive business development, oversee multiple projects, mentor teams, ensure regulatory filings accuracy, and build scalable efficiencies while maintaining executive client relationships and ethical standards.

Lead global information reporting tax engagements: ensure compliance, analyze financial data, develop tax strategies, oversee filings, build client relationships, mentor teams, drive business development, and promote technological improvements across PwC network.