Senior Wealth Planner - Estate & Tax Strategy
PNC Bank
PNC is seeking a Senior Wealth Strategist in Washington, D.C. This role involves developing and implementing complex financial plans for clients and growing existing relationships. The ideal candidate will have a JD and expertise in banking, tax, and financial planning. A strong emphasis is placed on building new client relationships through networking and prospecting. Competitive compensation and a range of benefits are offered. #J-18808-Ljbffr PNC
$160k - $190k
...experienced associate attorney to join their Estates and Trusts practice. The role requires at least five years of estate, wealth, and gift tax planning experience, along with trust... ...and work with clients to implement strategies. A competitive salary between $160,000 -...SeniorTax- ...Job Description Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals... ...with field management to solidify regional strategies and subsequently advise the field on how to execute...TaxWork at officeLocal area
$80k - $262.2k
...valued and empowered to contribute to the company’s success. The Senior Wealth Strategist position within PNC Private Bank is based in our... ...Roles & Responsibilities Develop, consult on, and implement tax, estate and financial plans for clients, including those of the...SeniorTaxFull timeTemporary workWork at office- ...wellness platform in McLean, VA is seeking an experienced Senior Financial Planner to craft personalized financial plans while supporting... ...product teams, and providing insights on investment and tax strategies. The ideal candidate holds certifications like CFP or CPA...SeniorTax
$106.5k - $267.5k
A leading tax consulting firm in Washington, D.C. seeks a Senior Tax Manager to oversee client service teams and manage complex tax projects. The ideal candidate will have a Bachelor's in Accounting, an active CPA license, and at least 8 years of experience. Responsibilities...SeniorTax- ...A global consulting firm is seeking a Senior in Indirect Tax to advise on tax regulatory changes and manage indirect tax strategies. This role involves optimizing tax processes and developing compliance frameworks for various clients. Candidates should hold a Bachelor'...SeniorTax
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...on tax planning, compliance, and strategy. These individuals help businesses... ...and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorTaxFull timeH1b$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...- Renewable Energy Tax Senior Manager, you will play a pivotal... ...operational tax risks and structuring tax strategies for our Financial Services clients...SeniorTaxFull timeH1bLocal area$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...careers, now and in the future. As a Senior Manager, you'll work as part of a... ...complex business issues from strategy to execution. PwC Professional skills...SeniorTaxFull timeH1bLocal areaOverseas$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...on tax planning, compliance, and strategy. These individuals help businesses... ...implement creative tax solutions. As a Senior Associate you will analyze complex...SeniorTaxFull timeH1b- ...projects and programs. Job Summary Requires a Senior Planner/Event Facilitator lead expertise of full... ..., and success criteria. Develops event strategies aligned with organizational priorities,... ..., vision, disability, matching 401k, tax free transit subsidy, paid federal...SeniorTaxWork at office
- Renaissance Strategic Advisors, LLC in Arlington, VA seeks an Associate or Senior Associate to provide strategy and M&A advisory services in the government sector. Candidates should have 5 to 10 years of experience in strategy or M&A roles, strong analytical skills, and...Senior
$112k - $130k
FedTech is seeking a Senior Venture Strategy Consultant to lead commercialization engagements for federally-funded deep tech startups. The position requires 7+ years of relevant experience in consulting or venture advisory, particularly in defense, dual-use, or energy markets...Senior- An analytic consulting firm is seeking a Senior Analytic Methodologist to support cyber defense strategies in the National Capital Region. The role requires 12+ years of relevant experience and an active TS/SCI clearance. Responsibilities include developing analytic strategies...Senior
- Renaissance Strategic Advisors is looking for an Associate or Senior Associate in Arlington, VA, specializing in government services strategy and M&A advisory. Candidates should have 5-10 years of relevant experience and strong analytical and client-facing skills. The role...Senior
- Senior Advisor, Wealth Management - The Baldwin Group Financial Services page is loaded## Senior Advisor, Wealth Management - The... ...spanning retirement, wealth accumulation, insurance, tax‑aware strategies, and estate considerations to protect clients’ assets and incomes...SeniorTaxContract workLocal areaRemote work
- ...woman-owned consulting firm in Washington, DC is looking for a Senior Consultant to guide project work, mentor team members, and develop... ...project planning, data analysis, and facilitating client strategy sessions. This role provides a competitive salary, health benefits...Senior
- Ernst & Young Oman is seeking a Senior Consultant in Life Sciences to lead strategic engagements that drive measurable value for clients... ...will possess a strong background in life sciences, commercial strategy, and extensive industry experience. A comprehensive benefits...Senior
- Ernst & Young Oman is hiring for a senior role in Life Sciences Consulting Services. You will lead engagements, build solutions, and... ...excellence. Strong expertise in areas such as oncology and commercial strategy is required. This position encourages collaboration and...Senior
$180k - $220k
IQ Sig is seeking a Senior Advisor for International Strategic Engagement in Arlington, Virginia. You will contribute to strengthening national security by advising senior leaders and shaping strategies for critical Department of War missions. The ideal candidate should...Senior$94.9k - $130.5k
...Become a part of our caring community The CenterWell Senior Strategy Consultant provides data-based strategic direction to support the broader team and identify and address business issues and opportunities. You will blend strategy development with operating model and...SeniorFull timeTemporary workApprenticeshipRemote work- Join EY as a Senior Consultant in life sciences, where you'll lead impactful engagements with a focus on commercial strategy, analytics, and operational excellence. Your role will involve supporting diverse clients while mentoring your team in a collaborative environment...Senior
- ...A global consultancy is seeking a Senior in Indirect Tax, responsible for advising on tax regulatory changes and managing compliance for diverse clients. This role requires a Bachelor's degree and at least 3 years in tax processes. The ideal candidate will have strong...SeniorTax
- At Bogart Wealth, we specialize in providing exceptional... ...through personalized strategies and expert advice. As... ...Description Position Summary The Estate Planning Strategist... ...with advisors and planners to design and implement... ...state estate, gift, and tax laws regulations...TaxWork at office
$160k - $190k
Arenatechnologies is looking for a Senior Strategy Advisor to provide strategic guidance for systems engineering and testing support to the Department of Homeland Security. This role requires a Master’s degree, over 10 years of experience, and strong communication skills...Senior$79k - $118k
...& Knight’s Marketing Department seeks a Senior Marketing Events and Meetings Coordinator... ...events and as part of a team on general strategy. Required Qualifications & Education Bachelor... ...and long term disability insurance; tax-advantaged accounts for health care expenses...SeniorTaxTemporary workWork at officeLocal areaWeekend workAfternoon shiftEarly shift$60 - $70 per hour
...to modernize the traditional approach to estate planning by integrating 21st-century... ...contemporary estate planning and administration strategies delivered in a transparent, proactive,... ..., Trust & Estates, Operations, and Tax (Senior Level) to provide comprehensive, highly...SeniorTaxHourly payWork at officeLocal area3 days per week$60 - $70 per hour
...Paralegal, Trust & Estates, Operations, And Tax (Senior Level) Accelerant Law was founded by entrepreneurial-minded attorneys who strive to modernize... ...with contemporary estate planning and administration strategies delivered in a transparent, proactive, and innovative...SeniorTaxHourly payWork at officeLocal area3 days per week- MISSION ONE, LLC is seeking a Senior Cybersecurity Advisor to provide strategic leadership in cybersecurity, focusing on governance,... ...TS security clearance. The role includes advising on Zero Trust strategy and integrating security into enterprise processes. #J-18808-Ljbffr...Senior
$128k - $270k
...translating objectives into actionable plans while supporting IT governance and compliance. This role demands significant experience in IT strategy and stakeholder engagement, ensuring the advancement of Enterprise IT priorities across the Intelligence Community. The position...Senior
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