Tax-Advantaged Solutions Associate (Remote Eligible)

State Employees' Credit Union

Remote job

State Employees' Credit Union in Raleigh, NC is seeking a Tax-Advantaged Solutions Associate to provide operational and quality control support while developing expertise in IRAs, HSAs, and education savings plans. You will handle basic withdrawals, conversions, and routine inquiries, with training on retirement frameworks. The role emphasizes accuracy, customer service, and learning IRS codes and internal policies within a credit union environment. #J-18808-Ljbffr State Employees' Credit Union

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Vacancy posted 5 days ago

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