- Deloitte (Mclean, VA)
- …and consulting projects related to tax planning opportunities and the tax implications of transactions to the client . The Team At Deloitte Tax ... estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability...week + 3+ years' experience providing tax planning services or preparing and reviewing client … more
- Deloitte (Richmond, VA)
- …consulting projects related to tax planning opportunities and the tax implications of transactions to the client . Additionally, you will train, mentor, ... partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client...estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability… more
- Grant Thornton (Arlington, VA)
- …to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a combination of ... As the Private Wealth Services Tax Manager, you'll conduct...tax returns and provide income, estate, and gift tax planning strategies for your high net… more
- Truist (Mclean, VA)
- …to the client and appropriate Truist teammates. Leads comprehensive HNW wealth planning and strategy, typically with families with assets under management ... prospects. Completes complex diagnostic review of financial and estate planning documents, along with client objectives and...at Truist of $10MM and above, including wealth transfer tax planning ,… more
- Truist (Mclean, VA)
- …as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through ... advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated...needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Truist (Mclean, VA)
- …Specialist/Fiduciary Support Specialist, trust experience, investment, banking or financial planning -related client service experience, or equivalent outside ... fiduciary support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers… 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)
- …process, design and analysis support for developing solutions for the Fiduciary Wealth Workflow platform. Drive requirements elicitation process for work efforts of ... of a solution that meets the business requirements. 10. Assist/coordinate pre- planning activities (eg business case, project estimate, project risk assessment,… more
- Truist (Richmond, VA)
- …may change from time to time. 1. Lead Scrum and/or Kanban teams in PI Planning , Scrum of Scrums, and other Agile Ceremonies of low to moderate complexity. 2. ... experience as a Scrum Master, including experience with PI Planning and Execution 3. SAFe Agilist Certification Strong knowledge.../ Audio / Speaking** Able to access and interpret client information received from the computer and able to… more
- Cherry Bekaert (Tysons Corner, VA)
- …tax compliance needs, anticipate tax and business issues, and recognize tax planning opportunities. Candidates should be accustomed to working as the main ... serving our partnerships and high net-worth individuals with estate, gift and trust tax planning and compliance needs + Leverage your project management,… more