Remote Tax-Advantaged Accounts Associate
Chapel Hill, Orange County, North Carolina, 27517, USA
Listed on 2026-09-18
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Finance & Banking
Accounts Receivable/ Collections, Accounting & Finance -
Accounting
Accounts Receivable/ Collections, Accounting & Finance, Accounting Assistant
SECU in Raleigh, NC is seeking a motivated TAS Associate to support tax-advantaged accounts. You will handle baseline processing, QA, and inquiries while learning IRS codes and credit union policies.
Focus areas include account openings, withdrawals, QCDs, and routine ledger reconciliation; you will respond to member and branch questions and participate in ongoing training to master retirement plan rules.
The Remote Tax-Advantaged Accounts Associate role at SECU is now open for applications in NC, United States.
Consider building your career as a Remote Tax-Advantaged Accounts Associate at SECU.
The Remote Tax-Advantaged Accounts Associate position in the Finance field is open for applications.
We have an opening for a Remote Tax-Advantaged Accounts Associate in NC, United States within Finance.
This role, Remote Tax-Advantaged Accounts Associate at SECU, could be your next move.
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