- 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
- Deloitte (Mclean, VA)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Deloitte (Richmond, VA)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...Do As a Tax Manager in our Private Wealth Tax practice, you… more
- PNC (Tysons Corner, VA)
- …respected, 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… 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. 4. 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 ... regulations. **Mission Statement:** We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants,… 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
- Lincoln Financial (Richmond, VA)
- …initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep understanding ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales… more
- Truist (Charlottesville, VA)
- …to serve the retail banking needs of our clients' owners/management/teammates (eg Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc). ... **Please review the following job description:** Identify, solicit, develop, manage, service , retain and grow long-term profitable middle market relationships in… more