Senior Inbound Retirement Tax Strategy Consultant
Curvion Blue
Curvion Blue is seeking highly consultative CFP professionals to join an inbound sales team serving high-net-worth retirees with retirement tax planning insights, not traditional advisory work. You will conduct 25–30 pre-scheduled Zoom consultations weekly with established interest and assets, acting as the closer while a planning team handles implementation. This remote, coaching-intensive role offers education-focused conversations and uncapped earning potential, with inbound opportunities and #J-18808-Ljbffr Curvion Blue
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$79.46k - $119.18k
...and evaluation of Access & Opportunity strategies. Serves as the thought leader and primary... ...of Access & Opportunity. Provides consultative and functional support to assigned Access... ..., competitive compensation, generous retirement offerings, programs that invest in your...SeniorRetirementDaily paidFull timeTemporary workPart timeMonday to FridayFlexible hoursShift workDay shift- Vanguard's Workplace Solutions team seeks a Senior Divisional Risk Advisor to shape and elevate our risk strategy within ERISA‑driven retirement services. You will lead risk programs across operations, technology, and client service, partnering with senior leaders to strengthen...SeniorRetirement
- Huntington Bank is seeking a Senior Liquidity Specialist in Charlotte, North Carolina.... ...involves executing the Commercial Liquidity Strategy while driving revenue growth and client... ...package, including health insurance and retirement plans. #J-18808-Ljbffr Huntington BankSeniorRetirementFlexible hours
- Principal Financial Group is seeking a Senior Education Analyst to drive retirement education initiatives nationwide. You will collaborate with clients, financial professionals, and internal teams to propose and implement strategic education meeting solutions across multiple...SeniorRetirement
- A leading professional services firm is seeking a Senior Associate for its Banking & Capital Markets Tax team. The role involves working with clients to navigate... ...CPA licensed. A benefits package including medical, dental, and retirement plans is offered. #J-18808-Ljbffr PwCSeniorRetirement
$125k - $228k
.../ Birmingham, ALTax - Tax /Full Time /HybridWork... ...growing firm looking for a Senior Tax Manager to join... ...as transfer pricing, inbound inversions, and income... ...as discussions around retirement plans, payroll setup,... ...federal tax compliance and consulting with a focus on...SeniorRetirementPermanent employmentFull timeWork experience placementWork at officeLocal areaImmediate startRemote workFlexible hours$149.52k - $175.9k
...DescriptionThe Corporate Audit Services Senior Audit Manager supports the audit director... ...appropriate audit cycles and audit strategy; and determining necessary audit resources... ...parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks...SeniorRetirementFull timeLocal area3 days per week$93k - $171.3k
Position Summary Join Deloitte’s Finance Transformation group as Senior Consultant, Strategy, Growth, and Transformation, partnering directly with the CFO and Finance leadership to design and execute the programs that define the future of Finance at Deloitte. In...SeniorRemote workVisa sponsorship$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients modernize the future of finance. In this role, you will work with Finance and Technology leaders to address complex challenges across...SeniorLocal area- Brady Corp is seeking a Sr Business Consultant with strong logistics, distribution, or supply chain experience to work in both pre-sale... ..., solution architects, developers, and users to shape overall strategy, with 50% travel and 100% remote work in the Central Region....SeniorRemote job
- ...Senior Internal Auditor (Remote)We are seeking a highly motivated Senior Internal Auditor to join our Internal Audit team. Our audit... ...medical, dental, vision, life insurance, disability insurance, retirement plan, paid time off, paid parental leave, holiday time off, personal...SeniorRetirementWork at officeLocal areaRemote workFlexible hours
$120k - $150k
...Job Description Job Description Senior Tax Advisor – Fully Remote $120,000–$150,000... ...senior professionals to focus on tax strategy, planning, and client relationships .... ...structure and owner compensation planning Retirement, real estate, and equipment-related tax...SeniorRetirementRemote work- ...Population Health Management (PHM) professional to design and implement strategies that reduce costs and improve member health across large... ...options, create communication materials, and present insights to senior stakeholders. #J-18808-Ljbffr USI Insurance ServicesSenior
- ...Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead -... ...own. We’re actively seeking a talented Senior Actuary (FSA) - Enterprise Reinsurance... ...arrangements supporting new business strategy from RFP to final implementation and internal...SeniorRetirementFull timeWork at officeRelocation packageFlexible hours
- ...Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead -... ...own.We’re actively seeking a talented Senior Actuary to join our Annuity Inforce... ...with product teams to implement retention strategies for high-performing segments and remediation...SeniorRetirementFull timeWork at officeRelocation packageFlexible hours
$132.26k - $155.6k
...at—all from Day One.Job DescriptionThe Senior Audit Project Manager within Corporate Audit... ...universe maintenance and overall audit strategy.Audit Execution & Quality... ...parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks...SeniorRetirementFull timeWork experience placementLocal area3 days per week- ...Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead -... ...own.We’re actively seeking a talented Senior Actuary to join our Life Insurance... ...stakeholders and senior leadership.Drive pricing strategy through market research, assumption...SeniorRetirementFull timeWork at officeWork from homeRelocation packageFlexible hours1 day per week
- ...among the largest accounting and consulting firms in the country, Cherry... ...assurance, advisory, and tax services to our clients. Our... ...motivated Funds/Asset Management Senior Audit Manager for our... ...insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other...SeniorRetirementWork experience placementLocal area
- Sprout, a global IT hardware retirement provider, is seeking an experienced plant/inventory accountant to join our Charlotte, NC operations. You will own general ledger areas, perform reconciliations, and support month-end close with tight deadlines. Qualifications include...SeniorRetirement
$112.2k - $137.2k
...opportunity that provides extensive career growth opportunity? Senior Estimator to lead estimating efforts on large, complex projects... ...Pittsburgh PA this ranges from $112,200-$137,200.00 plus benefits and retirement program.For Atlanta GA, Maryland, Boca Raton FL, North Carolina...SeniorRetirementContract workFor contractorsFor subcontractorRelocation- ...America Job Description Posted Thursday, August 20, 2026 at 4:00 AM Senior Corporate Accountant Help Build What’s Next at NearU Services... ...compensation Medical insurance Vision insurance 401(k) retirement savings plan Professional growth and development opportunities...SeniorRetirementLocal areaImmediate start
- ...BE JOINING A growing finance function within an insurance and retirement solutions organization, based in a newly expanded Charlotte office... ...Charlotte, NC What They Offer You Broader scope than a typical senior accountant role, hands-on across both GAAP and STAT rather than...SeniorRetirementWork at office
$174k - $278.4k
...public accounting firm, seeks a Tax Senior Manager for its National Tax... ...help to develop the vision, strategies, and action plans to grow... ...technical soundness on tax consulting and advisory work.Providing... ...insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and...SeniorRetirementFull timeWork experience placementWork at officeLocal areaRemote work$27 - $41 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers...RetirementWork at officeLocal areaMonday to Friday$310k
...FUND FINANCE/SUBSCRIPTION LINES – SENIOR ASSOCIATE/COUNSEL ATTORNEYGlobal Finance Practice GroupLocation: Charlotte, NCNew York, NYPhiladelphia... ...resource programs, social connectedness programs, 401(k) and retirement plans, generous PTO, parental leave, family concierge, commuter...SeniorRetirementRelocation package$119.1k - $198.5k
Forvis Mazars, LLP is seeking a professional for the Strategy & Finance Healthcare Consulting team to guide strategic initiatives for healthcare leaders. The role involves leading high-impact projects that enhance profitability and operational efficiency, supervising performance...Senior- AssetMark is seeking a Senior Financial Planner to deliver expert financial planning services to advisors and clients... ..., developing comprehensive plans across investments, retirement, estate, and planning strategies. Role supports a hybrid schedule near Charlotte, NC or...SeniorRetirement
- NFP, an Aon company, in Charlotte, NC, is seeking a Senior Investment Analyst to serve as a subject matter expert on investment analysis and to communicate recommendations to clients and committees. This salaried role includes an annual performance bonus and opportunities...SeniorRetirement
- Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data)... ...takeover, social engineering, and transaction fraud risks within retirement and workplace channelsProven experience managing real-time...SeniorRetirementFull timeVisa sponsorship
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