- Grant Thornton (Arlington, VA)
- As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...tax accounting/technology skills + You have exceptional client service and communication skills with a demonstrated ability to… more
- Grant Thornton (Arlington, VA)
- …solution families, State and Local Tax , International Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing ... LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a… more
- PNC (Tysons Corner, VA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC Private Bank organization, you will be based in ... OPT for this position. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest… more
- Truist (Richmond, VA)
- …reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management ... a subject-matter expert for assigned area around divisional products, services , systems and policies/procedures. Assist and collaborate in the... experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments. +… more
- Truist (Richmond, VA)
- …reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management ... or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments Knowledge of Operational Procedures and… more
- HUB International (Mclean, VA)
- … team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax ... risk management, life and health, employee benefits, investment and wealth management products and services . Throughout our...better serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities… more
- Truist (Richmond, VA)
- …job description:** The Central Supervisor will work closely with Truist Private Financial Advisors, CSAs, Regional Operations Managers and Complex Managers. The ... Retail Brokerage experience in supervision or compliance + National Financial Services platform + Salesforce experience **General Description of Available Benefits… more
- Truist (Richmond, VA)
- …functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services , Private Wealth , or Institutional Investment Management industry with ... fiduciary new business identification and onboarding. 3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering… more