- 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 ... grow stronger every year. Joining **Block Advisors** as a ** Tax Advisor ** means you'll serve clients with...even better if you also had ** **:** + CPA or Enrolled Agent certification + Experience completing business… more
- Deloitte (Baltimore, MD)
- …managing and developing both client service relationships and engagement teams, local and remote . + Proficient in using tax code and regulations. Strong ... Are you a strategic and creative tax manager who likes leading teams to solve...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Truist (Silver Spring, MD)
- …Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant ( CPA ). 5. Previous experience using ... and works virtual with clients. This is not a remote position.** Serve as primary relationship manager for a...personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue… more
- Cherry Bekaert (Rockville, MD)
- …funds financial audit + Bachelor's degree in accounting. Masters preferred. + Must be CPA certified and have an active CPA license. **What you ... consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities...Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the US, serves clients… more