- Deloitte (Mclean, VA)
- …lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job ... As a Tax Senior in our Private Wealth Tax practice, you will perform high-level...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Deloitte (Richmond, VA)
- …lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability to perform job ... As a Tax Manager in our Private Wealth Tax practice, you will perform high-level...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Truist (Mclean, VA)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- PNC (Tysons Corner, VA)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Sr. within PNC's Private Bank, you will be based in Tyson's Corner, ... VA. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest complexity. Collaborates… more
- Truist (Richmond, VA)
- …activities may change from time to time. + Leads or coordinates project planning activities for large, complex projects to devise a feasible plan that achieves ... and problem-solve. + Advanced working knowledge of business matters, finance, planning , and forecasting. **Preferred Qualifications:** + Advanced degree in a… more
- HUB International (Mclean, VA)
- …of the senior tax associate is to work directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private ... at client retention; support clients as it relates to planning , projects and compliance requirements + Prepare tax... planning , projects and compliance requirements + Prepare tax returns, quarterly and annual income tax … more
- Robert Half Legal (Vienna, VA)
- …with high-net-worth clients. * Strong expertise in private wealth management, estate planning , and gift tax strategies. * Familiarity with probate and estate ... personalized plans for gift taxes, probate, and estate administration. * Utilize advanced tax planning tools, such as Bloomberg, to model and analyze potential… more
- US Coast Guard (Alexandria, VA)
- …You will serve as an IT Cybersecurity Specialist (Policy and Planning /Information Security) and be responsible for managing projects and ensuring the ... new ICAM systems, ensuring compatibility and scalability. Overseeing budget planning and management to ensure financial resources align with...be eligible for student loan repayment up to $10,000 (pre- tax ) for one calendar year. More than one loan… more
- US Coast Guard (Alexandria, VA)
- …You will serve as an IT Cybersecurity Specialist (Policy and Planning -Information Security) and be responsible for managing projects and ensuring the ... be eligible for student loan repayment up to $10,000 (pre- tax ) for one calendar year. More than one loan...Corps, VISTA volunteers, and persons with disabilities possess a wealth of unique talents, experiences, and competencies that can… more
- Truist (Richmond, VA)
- …Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate planning , and banking goals and objectives. 4. Ensures ... provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts,...years in Trust Administration. 2. Strong knowledge of estate planning , fiduciary and tax laws. 3. Strong… more