- H&R Block (Vienna, VA)
- …It's an exciting time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to ... tax statements and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide advice on financial and tax … more
- PNC (Baltimore, MD)
- …and have an opportunity to contribute to the company's success. As a Wealth Strategist Sr. within PNC's Private Bank organization, you will be based in Baltimore, ... OPT for this position. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest… more
- City National Bank (Annapolis, MD)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more
- Intuit (Washington, DC)
- …regulatory debates that advance customer-focussed policy priorities - particularly around tax administration, tax preparation, consumer financial services, and ... AI. + Work closely with Public Affairs Creative and Digital Strategist to manage public affairs consultants and creative agencies to produce written and creative… more