- Deloitte (Mclean, VA)
- …tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business ... international tax compliance and consulting, and transfer tax planning . The tax group...Consulting, Audit & Assurance, and Advisory colleagues regularly on client planning projects. Some of our team… more
- Cherry Bekaert (Richmond, VA)
- …tax compliance needs, anticipate tax and business issues, and recognize tax planning opportunities. Candidates should be accustomed to working as the main ... point of contact with the client and will be comfortable in managing workflows, deadlines,...transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For… more
- Cherry Bekaert (Vienna, VA)
- …analysis. **As an ITAX Senior, you will:** + Solve interesting and complex international tax problems + Lead client relationships on day-to-day tax matters ... areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details,… more
- TEKsystems (Herndon, VA)
- Description The Client Service Assistant provides direct support to the Wealth /Financial Advisor(s). The CSA's job is to help enhance the client experience ... consultant Top Skills Details FINRA Series licenses, experience managing client relationships, opening and servicing accounts. Additional Skills & Qualifications… more
- Robert Half Legal (Vienna, VA)
- …complex legal structures, managing client entities, and providing strategic guidance on wealth transfer and tax planning . Responsibilities: * Analyze and ... and external legal teams to create and execute sophisticated planning frameworks. * Oversee the operations of client...years of experience specializing in estate, gift, and income tax planning . * Expertise in wealth… more
- Robert Half Legal (Vienna, VA)
- …to align strategies with client goals. * Stay updated on changes in tax laws and estate planning practices to provide informed advice. * Represent clients ... * Strong expertise in private wealth management, estate planning , and gift tax strategies. * Familiarity with probate and estate administration processes. *… more
- Truist (Richmond, VA)
- …help drive fiduciary new business identification and onboarding. 3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by ... partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate … more
- Cherry Bekaert (Richmond, VA)
- …areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details, ... Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer...for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant… more
- …support client service and development efforts (eg banking, mortgage, planning , investments, and insurance services). Ensure an integrated and seamless approach ... Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Truist (Charlottesville, VA)
- …job description:** Identify, develop and maintain a portfolio of financially complex client relationships within the defined mass affluent market segment within the ... producer targets. 2. Personally establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal… more