- 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 (Vienna, 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)
- …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 (Roanoke, VA)
- …of the Financial Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of securities and insurance sales ... of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 8. Establish strong partnerships with… 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
- UMB Bank (Richmond, VA)
- …I** **I** , you will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be ... escalations. + You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas,...service providers. + You will help identify value-added services that Personal Trust and Custody can provide. +… more
- Truist (Richmond, 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
- Federal Emergency Management Agency (Round Hill, VA)
- …issues, such as delinquency in the payment of debts, child support and/or tax obligations, as well as certain criminal offenses and illegal use or possession ... position. You must successfully pass a background investigation. Selective Service registration required. Current federal employees must meet time-in-grade… more