147 Retirement Planning jobs in Charlotte

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities.

Job Summary

We are looking for a Tax Manager to join our Financial Services Practice group. This candidate will consult on complex tax matters and oversee the tax compliance process for financial institutions and financial services companies, ensuring compliance with federal and state regulations. Tasks will include leading a team, advising, researching and identifying tax issues, recommending solutions to customer issues, and engagement management. The Tax Manager will delegate and manage tax assignments and perform administrative duties, as needed. The Tax Manager is responsible for training, supporting, supervising, motivating, developing, and reviewing the work of their engagement team.

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Responsibilities

• Developing and sustaining excellent customer relationships in our markets
• Performing a technical review of federal and state tax research, work papers, allocations, and tax returns
• Reviewing and assisting with income tax accounting reporting
• Being anticipatory and consulting on various tax matters
• Actively communicating progress of engagements, problems, and resolutions to customers
• Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects
• Facilitating economic performance of engagements, including billing and collections
• Continuously improving specialty area knowledge and professional development
• Coaching and developing team members to their maximum potential, providing ongoing feedback and development opportunities throughout the year
• Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
• Representing the firm in the business community and being active within professional organizations

• Promoting a culture of engagement, inclusion, and accountability for the organization's core values and competencies for the teams that you lead.
• Setting and achieving stretch goals on a regular basis that increases your value and contribution to the organization

Requirements

• Bachelor's degree in Accounting, Finance or Law; Master's degree in Tax/LLM, preferred
• 5+ years of recent public accounting firm experience
• Strong experience with corporate tax accounting, ASC 740 preferred
• EA license or CPA certification, required
• Leadership and project management skills
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Strong experience with corporate tax accounting, ASC 740 preferred
• Experience with tax software and technology
• Ability to multitask along with demonstration of commitment to continuous learning

WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:
•generous time away and paid firm holidays, including the week between Christmas and New Year's
•flexible work schedules
•16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
•first-class health and wellness benefits, including wellness coaching and mental health counseling
•one-on-one professional coaching
•Leadership and career development programs
•access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
•Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•Use written and oral communication skills.
•Read and interpret data, information, and documents.
•Observe and interpret situations.
•Work under deadlines with frequent interruptions; and
•Interact with internal and external customers and others in the course of work.

Ignite the potential and fast-track the career of the candidates you serve, while doing the same for yourself!

Build your career with Experis, a ManpowerGroup company. Through regular, honest and meaningful career conversations, and other tools designed to guide self-discovery, we'll help you become an expert in the in-demand world of Financial Services and forge a career path that's right for you. All while:

• Working with our exceptional clients. Our team gets to help some of the world's most impactful, innovative, and recognizable organizations.

• Getting the rewards you deserve.   Our compensation includes a culture that recognizes and celebrates the contribution of our colleagues in meaningful ways that support their well-being and lifestyle, including: 

o Competitive base salary plus uncapped commissions

o Comprehensive benefits include Medical, Dental, Life, Vision and Disability insurance

o 401K with a Company match

o 20 days paid time off

o Gym membership discounts

o Pet insurance

o An annual paid tropical vacation for our top performers to recognize their contributions

• Being part of an inspiring culture. We value and encourage the broad range of perspectives and capabilities our employee diversity brings to our organization and to our stakeholders. Fostering an inclusive culture is about more than just policies—it’s about making sure that we create an environment where talent from all backgrounds can thrive and feel comfortable so they can advance their careers and our business.

o Our six Business Resource Groups are just one way our employees can continue to build our culture of diversity, equity, inclusion, and belonging.

o We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the thirteenth year - all confirming our position as the brand of choice for in-demand talent.

How you’ll make an impact as an IT Recruiter

• Put People to Work!

o Putting people to work is our organization’s purpose, and your role is front and center. Use your network and our technology to identify and connect with diverse candidates to service our upcoming projects. Ensure we fully staff all projects on time.

o Service our clients by providing them with top talent, then drive deeper and consult with them on their talent needs and share how they can leverage Experis Financial Services and the larger ManpowerGroup suite of brands to solve them

o Hit your performance targets by being goal-oriented, by taking initiative, and by remaining agile in this fast-paced industry

• Develop Relationships!

o Authentically connect with your clients, candidates, and consultants to drive their loyalty, which allows us to put more people to work.

o Engage our current talent in our unique programs designed to provide them the development they need to be ready for their next opportunity with us.

• Build your Career with Purpose!

o We know your continued development fuels our future success, so we will help you grow into an expert in this fast-paced and in-demand field. After all, unlocking talent is what we do. With training, coaching and mentoring opportunities, we empower our employees with the tools they need to reach their professional goals.

o Many of our Recruiters move into Sales. It’s no wonder, given their proven ability to develop relationships and consult with our clients!

o Others dig in and build even deeper Recruiting prowess and expertise

o Still others move into Leadership roles where they unlock the potential of others

What you’ll bring with you (aka candidate requirements)

• At least 1 year of professional experience

• A High School Diploma

• A goal-oriented attitude, ever focused on achieving the challenge at hand

We also look for individuals with these capabilities:

• Drives Results

• Learns and Adapts

• Solves Problems

• Focuses on Clients and Candidates

• Takes Risks and Seizes Opportunities

• Plans and Organizes Work 

• Leverages Evidence to Support Case

• Communicates Effectively

• Understands Talent

About Us

Experis ® is a global leader in IT professional resourcing, permanent recruitment, project solutions and managed services specializing in Business Transformation, Cloud and Infrastructure, Cybersecurity, Digital Workspace and Enterprise Applications. As digital transformation and acute skills shortages in tech continue unabated, Experis delivers talent with the powerful combination of in-demand technical skills together with the soft skills that are critical for business success. Through Experis Academy we work with a broad range of technical schools and universities to design and deliver curriculum for in-demand skills that can be immediately applied on the job. Experis is part of the ManpowerGroup family of brands, which also includes Manpower and Talent Solutions. To learn more, visit

ManpowerGroup is proud to be an equal opportunity affirmative action workplace. We celebrate diversity and are committed to providing an inclusive environment for all employees. Qualified applicants will receive consideration for employment without regard to race, religion, creed, color, national origin, citizenship, marital status, pregnancy (including childbirth, lactation and related medical conditions), age, gender, gender identity or expression, sexual orientation, protected veteran status, political ideology, ancestry, the presence of any physical, sensory, or mental disabilities, or other legally protected status.

A strong commitment is made by each employee and is necessary to ensure equal employment opportunity for all. ManpowerGroup is an inclusive workplace that will recruit, hire, train, and promote persons of all job titles, and ensure all other personnel actions are administered without regard to non-merit-based characteristics of individuals.

Reasonable accommodation during the interview process can be provided. Contact for assistance.

Job: Human Resources

Organization: ManpowerGroup

Title: Recruiter – Experis Financial Services

Location: NC-Charlotte

Requisition ID:

Ignite the potential and fast-track the career of the candidates you serve, while doing the same for yourself!  
Build your career with Experis, a ManpowerGroup company.  Through regular, honest and meaningful career conversations, and other tools designed to guide self-discovery, we'll help you become an expert in the in-demand world of Financial Services and forge a career path that's right for you.  All while:
•    Working with our exceptional clients.  Our team gets to help some of the world's most impactful, innovative, and recognizable organizations.  
•    Getting the rewards you deserve.   Our compensation includes a culture that recognizes and celebrates the contribution of our colleagues in meaningful ways that support their well-being and lifestyle, including:  
o    Competitive base salary plus uncapped commissions 
o    Comprehensive benefits include Medical, Dental, Life, Vision and Disability insurance 
o    401K with a Company match 
o    20 days paid time off 
o    Gym membership discounts 
o    Pet insurance 
o    An annual paid tropical vacation for our top performers to recognize their contributions 
•    Being part of an inspiring culture. We value and encourage the broad range of perspectives and capabilities our employee diversity brings to our organization and to our stakeholders. Fostering an inclusive culture is about more than just policies—it’s about making sure that we create an environment where talent from all backgrounds can thrive and feel comfortable so they can advance their careers and our business.
o    Our six Business Resource Groups are just one way our employees can continue to build our culture of diversity, equity, inclusion, and belonging.
o    We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the thirteenth year - all confirming our position as the brand of choice for in-demand talent.

How you’ll make an impact as an IT Recruiter
•    Put People to Work! 
o    Putting people to work is our organization’s purpose, and your role is front and center.  Use your network and our technology to identify and connect with diverse candidates to service our upcoming projects. Ensure we fully staff all projects on time. 
o    Service our clients by providing them with top talent, then drive deeper and consult with them on their talent needs and share how they can leverage Experis Financial Services and the larger ManpowerGroup suite of brands to solve them
o    Hit your performance targets by being goal-oriented, by taking initiative, and by remaining agile in this fast-paced industry
•    Develop Relationships!
o    Authentically connect with your clients, candidates, and consultants to drive their loyalty, which allows us to put more people to work. 
o    Engage our current talent in our unique programs designed to provide them the development they need to be ready for their next opportunity with us.  
•    Build your Career with Purpose! 
o    We know your continued development fuels our future success, so we will help you grow into an expert in this fast-paced and in-demand field.  After all, unlocking talent is what we do. With training, coaching and mentoring opportunities, we empower our employees with the tools they need to reach their professional goals.  
o    Many of our Recruiters move into Sales.  It’s no wonder, given their proven ability to develop relationships and consult with our clients!   
o    Others dig in and build even deeper Recruiting prowess and expertise
o Still others move into Leadership roles where they unlock the potential of others

NOW HIRING IN CHARLOTTE, NC!
***This will be a hybrid position requiring time in office. Candidates must be local to Charlotte***
Overview:
Team members will be working in complaints department regarding escalated complaints for anything within the bank. A complaint will come in to this area and it will initially be handled by a separate intake team who will then do the initial discovery and information collection for the complaint to go into a work queue. These team members will then take control of complaints in progress and will see it through until it has reached the qualifications for completion. Typical case load is between 5-10 at a time.
JOB DESCRIPTION:
- Support internal and external customers with inquiries and complaints regarding financial products and services.
- Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online.
- Perform complex administrative and customer support tasks.
- Review complaints for regulatory and non-regulatory flags and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards.
- Respond independently to complaints escalated at the highest level.
- Interact with internal and external customers to resolve their issues.
- Interact with the immediate Escalations team to oversee day to day activities of the support Escalations Team
Additional Skills & Qualifications
+ Strong communication skills with the ability to de-escalate customers over the phone (expect 5+ high level escalation calls per day)
+ Ability to communicate effectively through writing and emails.
+ Ability to follow Policy + Procedures to execute tasks repetitively.
+ Pipeline and time management - work on different complaints in different statuses while meeting deadlines.
+ Tech Savvy - will toggle between various systems + screens and will also be working from home part of the time. It is essential that talent can set up their equipment and effectively navigate through technology.
Pay and Benefits
The pay range for this position is $25.00 - $25.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Charlotte,NC.
Application Deadline
This position is anticipated to close on Sep 5, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Ignite the potential and fast-track the career of the candidates you serve, while doing the same for yourself!
Build your career with Experis, a ManpowerGroup company. Through regular, honest and meaningful career conversations, and other tools designed to guide self-discovery, we'll help you become an expert in the in-demand world of Financial Services and forge a career path that's right for you. All while:
**- Working with our exceptional clients.** Our team gets to help some of the world's most impactful, innovative, and recognizable organizations.
**- Getting the rewards you deserve.**   Our compensation includes a culture that recognizes and celebrates the contribution of our colleagues in meaningful ways that support their well-being and lifestyle, including: 
o Competitive base salary plus uncapped commissions
o Comprehensive benefits include Medical, Dental, Life, Vision and Disability insurance
o 401K with a Company match
o 20 days paid time off
o Gym membership discounts
o Pet insurance
o An annual paid tropical vacation for our top performers to recognize their contributions
**- Being part of an inspiring culture.** We value and encourage the broad range of perspectives and capabilities our employee diversity brings to our organization and to our stakeholders. Fostering an inclusive culture is about more than just policies-it's about making sure that we create an environment where talent from all backgrounds can thrive and feel comfortable so they can advance their careers and our business.
o Our six Business Resource Groups are just one way our employees can continue to build our culture of diversity, equity, inclusion, and belonging.
o We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the thirteenth year - all confirming our position as the brand of choice for in-demand talent.
How you'll make an impact as an IT Recruiter
**- Put People to Work!**
o Putting people to work is our organization's purpose, and your role is front and center. Use your network and our technology to identify and connect with diverse candidates to service our upcoming projects. Ensure we fully staff all projects on time.
o Service our clients by providing them with top talent, then drive deeper and consult with them on their talent needs and share how they can leverage Experis Financial Services and the larger ManpowerGroup suite of brands to solve them
o Hit your performance targets by being goal-oriented, by taking initiative, and by remaining agile in this fast-paced industry
**- Develop Relationships!**
o Authentically connect with your clients, candidates, and consultants to drive their loyalty, which allows us to put more people to work.
o Engage our current talent in our unique programs designed to provide them the development they need to be ready for their next opportunity with us.
**- Build your Career with Purpose!**
o We know your continued development fuels our future success, so we will help you grow into an expert in this fast-paced and in-demand field. After all, unlocking talent is what we do. With training, coaching and mentoring opportunities, we empower our employees with the tools they need to reach their professional goals.
o Many of our Recruiters move into Sales. It's no wonder, given their proven ability to develop relationships and consult with our clients!
o Others dig in and build even deeper Recruiting prowess and expertise
o Still others move into Leadership roles where they unlock the potential of others
**What you'll bring with you (aka candidate requirements)**
- At least 1 year of professional experience
- A High School Diploma
- A goal-oriented attitude, ever focused on achieving the challenge at hand
We also look for individuals with these capabilities:
- Drives Results
- Learns and Adapts
- Solves Problems
- Focuses on Clients and Candidates
- Takes Risks and Seizes Opportunities
- Plans and Organizes Work 
- Leverages Evidence to Support Case
- Communicates Effectively
- Understands Talent
About Us
**Experis** ® is a global leader in IT professional resourcing, permanent recruitment, project solutions and managed services specializing in Business Transformation, Cloud and Infrastructure, Cybersecurity, Digital Workspace and Enterprise Applications. As digital transformation and acute skills shortages in tech continue unabated, Experis delivers talent with the powerful combination of in-demand technical skills together with the soft skills that are critical for business success. Through Experis Academy we work with a broad range of technical schools and universities to design and deliver curriculum for in-demand skills that can be immediately applied on the job. Experis is part of the ManpowerGroup family of brands, which also includes Manpower and Talent Solutions. To learn more, visit is proud to be an equal opportunity affirmative action workplace. We celebrate diversity and are committed to providing an inclusive environment for all employees. Qualified applicants will receive consideration for employment without regard to race, religion, creed, color, national origin, citizenship, marital status, pregnancy (including childbirth, lactation and related medical conditions), age, gender, gender identity or expression, sexual orientation, protected veteran status, political ideology, ancestry, the presence of any physical, sensory, or mental disabilities, or other legally protected status.
A strong commitment is made by each employee and is necessary to ensure equal employment opportunity for all. ManpowerGroup is an inclusive workplace that will recruit, hire, train, and promote persons of all job titles, and ensure all other personnel actions are administered without regard to non-merit-based characteristics of individuals.
Reasonable accommodation during the interview process can be provided. Contact for assistance.
**Job:** _Human Resources_
**Organization:** _ManpowerGroup_
**Title:** _Recruiter - Experis Financial Services_
**Location:** _NC-Charlotte_
**Requisition ID:** _ _

Ignite the potential and fast-track the career of the candidates you serve, while doing the same for yourself!
Build your career with Experis, a ManpowerGroup company. Through regular, honest and meaningful career conversations, and other tools designed to guide self-discovery, we'll help you become an expert in the in-demand world of Financial Services and forge a career path that's right for you. All while:
**- Working with our exceptional clients.** Our team gets to help some of the world's most impactful, innovative, and recognizable organizations.
**- Getting the rewards you deserve.**   Our compensation includes a culture that recognizes and celebrates the contribution of our colleagues in meaningful ways that support their well-being and lifestyle, including: 
o Competitive base salary plus uncapped commissions
o Comprehensive benefits include Medical, Dental, Life, Vision and Disability insurance
o 401K with a Company match
o 20 days paid time off
o Gym membership discounts
o Pet insurance
o An annual paid tropical vacation for our top performers to recognize their contributions
**- Being part of an inspiring culture.** We value and encourage the broad range of perspectives and capabilities our employee diversity brings to our organization and to our stakeholders. Fostering an inclusive culture is about more than just policies-it's about making sure that we create an environment where talent from all backgrounds can thrive and feel comfortable so they can advance their careers and our business.
o Our six Business Resource Groups are just one way our employees can continue to build our culture of diversity, equity, inclusion, and belonging.
o We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the thirteenth year - all confirming our position as the brand of choice for in-demand talent.
How you'll make an impact as an IT Recruiter
**- Put People to Work!**
o Putting people to work is our organization's purpose, and your role is front and center. Use your network and our technology to identify and connect with diverse candidates to service our upcoming projects. Ensure we fully staff all projects on time.
o Service our clients by providing them with top talent, then drive deeper and consult with them on their talent needs and share how they can leverage Experis Financial Services and the larger ManpowerGroup suite of brands to solve them
o Hit your performance targets by being goal-oriented, by taking initiative, and by remaining agile in this fast-paced industry
**- Develop Relationships!**
o Authentically connect with your clients, candidates, and consultants to drive their loyalty, which allows us to put more people to work.
o Engage our current talent in our unique programs designed to provide them the development they need to be ready for their next opportunity with us.
**- Build your Career with Purpose!**
o We know your continued development fuels our future success, so we will help you grow into an expert in this fast-paced and in-demand field. After all, unlocking talent is what we do. With training, coaching and mentoring opportunities, we empower our employees with the tools they need to reach their professional goals.
o Many of our Recruiters move into Sales. It's no wonder, given their proven ability to develop relationships and consult with our clients!
o Others dig in and build even deeper Recruiting prowess and expertise
o Still others move into Leadership roles where they unlock the potential of others
**What you'll bring with you (aka candidate requirements)**
- At least 1 year of professional experience
- A High School Diploma
- A goal-oriented attitude, ever focused on achieving the challenge at hand
We also look for individuals with these capabilities:
- Drives Results
- Learns and Adapts
- Solves Problems
- Focuses on Clients and Candidates
- Takes Risks and Seizes Opportunities
- Plans and Organizes Work 
- Leverages Evidence to Support Case
- Communicates Effectively
- Understands Talent
About Us
**Experis** ® is a global leader in IT professional resourcing, permanent recruitment, project solutions and managed services specializing in Business Transformation, Cloud and Infrastructure, Cybersecurity, Digital Workspace and Enterprise Applications. As digital transformation and acute skills shortages in tech continue unabated, Experis delivers talent with the powerful combination of in-demand technical skills together with the soft skills that are critical for business success. Through Experis Academy we work with a broad range of technical schools and universities to design and deliver curriculum for in-demand skills that can be immediately applied on the job. Experis is part of the ManpowerGroup family of brands, which also includes Manpower and Talent Solutions. To learn more, visit is proud to be an equal opportunity affirmative action workplace. We celebrate diversity and are committed to providing an inclusive environment for all employees. Qualified applicants will receive consideration for employment without regard to race, religion, creed, color, national origin, citizenship, marital status, pregnancy (including childbirth, lactation and related medical conditions), age, gender, gender identity or expression, sexual orientation, protected veteran status, political ideology, ancestry, the presence of any physical, sensory, or mental disabilities, or other legally protected status.
A strong commitment is made by each employee and is necessary to ensure equal employment opportunity for all. ManpowerGroup is an inclusive workplace that will recruit, hire, train, and promote persons of all job titles, and ensure all other personnel actions are administered without regard to non-merit-based characteristics of individuals.
Reasonable accommodation during the interview process can be provided. Contact for assistance.
**Job:** _Human Resources_
**Organization:** _ManpowerGroup_
**Title:** _Recruiter - Experis Financial Services_
**Location:** _NC-Charlotte_
**Requisition ID:** _ _

Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.
**Skills and attributes for success**
+ Solid technical knowledge in the asset management tax area
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager ' and consult when necessary
+ Managing multiple work assignments and deadlines
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve one of these certifications
+ A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
**Ideally, you'll also have**
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in the asset management tax area
+ A thorough understanding of building client relationships
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,500 to $34,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 97,800 to 153,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.
**Skills and attributes for success**
+ Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
+ The ability to teach or assist in firm in - house trainings
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date
+ A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Ideally, you'll also have
+ Excellent managerial, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in mentoring and training others
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $115,000 to $10,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 138,000 to 239,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .