- Atria Wealth Solutions (Brandywine, MD)
- …services to achieve the financial client's goals as a registered representative/ advisor / agent of Navy Federal Financial Group (NFFG) and subsidiaries, ... Financial Advisor - Brandywine Lexington Park,... Financial Advisor - Brandywine Lexington Park, MD, United States...FINANCIAL SERVICES BY CLICKING THE FOLLOWING LINK - Financial Advisor - Brandywine - Navy Federal… more
- Navy Federal Credit Union (Brandywine, MD)
- …services to achieve the financial client's goals as a registered representative/ advisor / agent of Navy Federal Financial Group (NFFG) and subsidiaries, ... Overview To provide basic financial consulting services to assist members and non-members...services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for… more
- H&R Block (Laurel, MD)
- **498938BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- Deloitte (Baltimore, MD)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Excellent ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Baltimore, MD)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Demonstrated ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Baltimore, MD)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Demonstrated ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Baltimore, MD)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Demonstrated ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Baltimore, MD)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Demonstrated ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more
- Deloitte (Baltimore, MD)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their… more
- Deloitte (Baltimore, MD)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ years ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the banking and financial services industries. You will work directly with the… more
- Deloitte (Baltimore, MD)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: * Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) + Ability to ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the securities and financial services industries. You will work directly with the… more
- Deloitte (Baltimore, MD)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Deloitte (Baltimore, MD)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Cherry Bekaert (Bethesda, MD)
- …and ensuring staff experience is diverse. Serve as a trusted business advisor for service leads. + Generate scheduling, utilization and forecasting reports and ... while increasing utilization. Provide various forms of analysis including financial , profitability and exception reporting. Monitor productivity, conflicts, leverage,… more
- Deloitte (Baltimore, MD)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Baltimore, MD)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Baltimore, MD)
- …Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Baltimore, MD)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (Baltimore, MD)
- …Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Baltimore, MD)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more