NewFinancial Services Specialist Kforce Inc.Financial Services SpecialistAlexandria, VA$22–$25They should be exposed to understanding the banks' offerings so they could cross sell, working with members/building relationships, tracking KPIs, submitting loan applications and reading credit reports. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
Financial Services / Creditors’ Rights Attorney JobotFinancial Services / Creditors’ Rights AttorneyBaltimore, MD$125,000–$175,000 / yearThe firm’s attorneys bring a high level of experience across a diverse range of practice areas, including real estate, land use and zoning, commercial lending, litigation, financial services, business transactions, and tax and wealth planning. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Financial Manager Savantage SolutionsFinancial ManagerRockville, MD$110,000–$132,000 / yearSavantage Solutions is seeking a Financial Manager to join our professional services team supporting the mission of a federal government agency dedicated to enabling the Department of Defense, the U.S. Government, and international partners to counter and deter weapons of mass destruction and improvised threat networks. Document development efforts and produce guides, job aids and other information to support the Agency’s automated spend plan management system and other financial tools (to include but not limited to DAI, Joint Integrated CBRN Analytic Platform (JICAP), and Dormant Account Review Quarterly (DAR-Q).
NewCFO - Non Profit Vaco LLCCFO - Non ProfitSilver Spring, MD$125,000–$140,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewIT Project Manager (VMware / Broadcom Professional Services) Calibre SystemsIT Project Manager (VMware / Broadcom Professional Services)Alexandria, VACALIBRE Systems, inc, an employee owned mission focused solutions and digital transformation company, is seeking an IT Project Manager to support Broadcom (VMware) Professional Services engagements. This role ensures projects are delivered on time, within scope and budget, while maintaining high levels of customer satisfaction.
Service Operations Manager - MEP/HVAC JobotService Operations Manager - MEP/HVACFairfax, VA$150,000–$220,000 / yearAs a Service Operations Manager, you will lead the day-to-day performance of a growing HVAC and Plumbing Service division, overseeing Field Teams, operational processes, customer relationships, and overall business performance across Commercial, Multifamily, and Residential service operations. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Member Service Associate United Nations Federal Credit UnionMember Service AssociateWashington, DC$46,608 / yearFull timeHandle branch operational tasks such as mail management, scanning documents, receiving deliveries, branch operational logs for GCS instant issues, incoming credit cards from GCS and branch opening/closing logs.• Uphold UNFCU’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures, including: - Maintain awareness of and report suspicious activity - Complete all relevant BSA reports promptly and accurately (e.g.
NewFINANCIAL COORDINATOR - REVENUE CYCLE COORDINATOR - OWINGS MILLS, MD LifeBridge HealthFINANCIAL COORDINATOR - REVENUE CYCLE COORDINATOR - OWINGS MILLS, MDOwings Mills, MD$17.73–$30.09 / hourThe Financial Coordinator is responsible for coordinating and supporting the daily revenue cycle and billing activities for the Rubin Institute for Advanced Orthopedics (RIAO) Total Joint Practice at Sinai Hospital. This role serves as a liaison between patients, physicians, the Professional Billing Office, and third-party payers to ensure accurate insurance verification, financial counseling, billing coordination, and reimbursement optimization.
NewSenior Associate, Financial Due Diligence KPMGSenior Associate, Financial Due DiligenceWashington, DCCreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewManager, Financial Due Diligence KPMGManager, Financial Due DiligenceWashington, DC$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewTechnical Director - Accounting Advisory Services KPMGTechnical Director - Accounting Advisory ServicesWashington, DCIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewDirector, Accounting Advisory Services (Insurance) KPMGDirector, Accounting Advisory Services (Insurance)Washington, DCAssist with Securities and Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings and other acquisition filings for both domestic and cross-border transactions. Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures, financial instruments, revenue recognition and provide fresh-start accounting support to clients upon emergence from bankruptcy.
NewBudget & Financial Analyst Air Line Pilots AssociationBudget & Financial AnalystTysons (McLean), VARemote$73,625–$115,549 / yearEmployees do not have to pay premiums if they enroll in the Aetna High Deductible Health Plan or the Kaiser HMO Plan; days paid vacation and holidays per year plus 2 volunteer days per year; Generous sick and bereavement leave; Competitive parental leave; Company-paid coverage for long term disability, life insurance, and accidental death & dismemberment; Flexible Spending and Health Savings accounts; Retiree health plan and a retiree health account (retiree HRA). The Air Line Pilots Association, International (ALPA) , the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world (representing over 80,000 pilots at 42 U.S. and Canadian airlines) seeks an experienced Budget & Financial Analyst for our office in Tysons (McLean), Virginia.
NewDirector, Technical Accounting and Financial Reporting Erickson Senior LivingDirector, Technical Accounting and Financial ReportingBrooklyn Park, MD$160,000–$180,000 / yearAs our Director of Technical Accounting and Financial Reporting, you will be responsible for leading a team that provides guidance and support on complex accounting issues; preparation of audited financial statements and disclosures for our home office and community entities; and implementing policies and internal controls. See Erickson Senior Living Privacy Policy at https://www.ericksonseniorliving.com/privacy-policy and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Government Financial and Contract Analyst Capgemini Government Solutions LLCGovernment Financial and Contract AnalystMcLean, VAWith its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The disclosed range takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, geographic location, relevant education, qualifications, certifications, experience, skills, seniority, performance, sales or revenue-based metrics, and business or organizational needs.
NewMortgage Advisor Weichert, RealtorsMortgage AdvisorGermantown, MDEstablished in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction.
Supervisor, Paralegal Services - Washington, DC Page GroupSupervisor, Paralegal Services - Washington, DCWashington, DC$135,000–$150,000 / yearFull timeThe position partners with legal and administrative leadership to optimize workflows, enhance team performance, and deliver high-quality support across practice areas. Our client is a globally recognized law firm operating at the forefront of complex legal matters, including transactions, litigation, and regulatory work.
Retail Customer Service Associate FedExRetail Customer Service AssociateVienna, Virginia$19.70–$23.17 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewCybersecurity Risk Analyst ECLAROCybersecurity Risk AnalystManassas, VA$60–$62 / hourThe successful consultant will be the Subject Matter Expert (SME) for TPRM program, currently administered through the SAFe platform, and will be equally responsible for insider threat monitoring, custom cybersecurity awareness training development, awareness metrics reporting, Disaster Recovery (DR) coordination, and executive-level risk reporting. Develop audience-specific SharePoint pages tailored to the information needs of distinct stakeholder groups, including IT leadership, department managers, executive sponsors, audit / compliance teams, and general staff, applying role-based access controls and page permissions accordingly.
Client Services Associate Birks Financial Corp.Client Services AssociateHerndon, VA$55,000–$85,000 / yearFull timeThis role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. Our services have expanded organically over time as we find consistent patterns of what our clients need services for, and now principally covers investment management, retirement planning, estate planning, and tax planning.
Commercial Tenant Services & Events Coordinator EastBanc IncCommercial Tenant Services & Events CoordinatorWashington, DC$60,000–$70,000 / yearThe Coordinator manages tenant requests, oversees conference center reservations and billing, maintains insurance compliance records, and helps plan tenant events and community programs. The ideal candidate is organized, customer-focused, detail-oriented, and enjoys building strong relationships while keeping day-to-day operations running smoothly.
NewFinancial Services Associate Attorney Aligned Talent AcquisitionFinancial Services Associate AttorneyWashingtonThis opportunity is ideal for an attorney interested in advising banks, fintech companies, payment providers, lenders, financial institutions, and emerging financial services companies on sophisticated regulatory and compliance matters. • Experience counseling clients on alternative financial products , including earned wage access (EWA), merchant cash advances, factoring, buy now/pay later (BNPL), and other innovative lending arrangements .
Mid Level financial Services Associate Advocates Legal RecruitingMid Level financial Services AssociateWashington, District of ColumbiaYou will work in a group that is known for handling complex regulatory questions, high -stakes investigations and parallel enforcement matters before federal and state banking agencies, as well as advising on cutting -edge financial products and digital asset structures. Serious platform in financial services: The firm is nationally recognized by Chambers and Legal 500 in financial services regulation, enforcement and fintech, with a deep bench of former regulators and enforcement lawyers from agencies such as the Federal Reserve, OCC, FDIC and CFPB.
Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares CorpClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)McLean, VAThe Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateMD$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings) T. Rowe PriceSenior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)Owings Mills, MarylandExpanding our Advisory business is a strategic priority within our retail division, creating meaningful opportunities for advisors at multiple career stages to grow, develop, and maximize their impact while shaping the future of financial advice at scale. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.
Financial Advisor, Advisory Services (Hybrid, Multiple Openings) T. Rowe PriceFinancial Advisor, Advisory Services (Hybrid, Multiple Openings)Owings Mills, MarylandExpanding our Advisory business is a strategic priority within our retail division, creating meaningful opportunities for advisors at multiple career stages to grow, develop, and maximize their impact while shaping the future of financial advice at scale. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateMD$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Associate - Financial Services Transactional Advocates Legal RecruitingAssociate - Financial Services TransactionalWashington, District of ColumbiaOur AmLaw 100 client, a top -tier powerhouse in financial services and fintech transactions, is looking for a mid -level associate who’s not here to play it safe. You'll be at the table for high -stakes partnerships with global banks, disruptor fintechs, and major payment processors.
Patient Financial Services Representative 4 - Customer Service (Bilingual) Inova Health SystemPatient Financial Services Representative 4 - Customer Service (Bilingual)Falls Church, VAProcesses claim for multiple payer types (i.e. Commercial, Managed Care, Blue Cross, Medicare, Medicaid, etc.) and ensures that all assigned claims meet clearinghouse and/or payer processing criteria. The Patient Financial Services Representative 4 performs the duties of a Patient Financial Services Representative 3 and is responsible for the timely and accurate editing, submission, and/or follow-up of assigned claims.
Sales Enablement Specialist - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSales Enablement Specialist - The Baldwin Group Financial ServicesBethesda, MDThe Financial Services Sales Enablement Specialist will work directly with 4-5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. Under the general supervision of a Partner or Director of Sales, you will begin with an in-depth training program to gain technical knowledge of retirement plan solutions, financial services offerings, and effective advisor support practices, as well as learn the firm's value proposition to support our clients' needs and passions.
ASSOCIATE, CFO SERVICES Cresset Capital Management LLCASSOCIATE, CFO SERVICESReston, VAThis position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity.
Financial Services Associate – Flexible Remote Role PregnantseeFinancial Services Associate – Flexible Remote Role10875 Main St. #203 10875 Main St. #203 Fairfax, VirginiaRemoteMaria Christopoulos Selected as Top CEO of the Year by IAOTP Maria Christopoulos, CEO and sonographer, was recently selected as Top CEO of the Year for 2024 by the International Association of Top Professionals (IAOTP) for her outstanding leadership, dedication, and commitment to the industry. It is an extraordinary rendering method that generates amazingly realistic images of the baby and the surface tone is no longer in that bronze color, but more realistic to flesh.
NewStudent Financial Services Coordinator Goucher CollegeStudent Financial Services CoordinatorTowson, MD$43,030–$50,623.50 / year15 % D. Receivables Collection - Identify past due student account balances by monitoring delinquencies, providing management reports, initiating account hold action, assessing late fees, issuing past due billings, and assisting students in account settlements. Job Description: Manage student accounts/billing for all Graduate programs: Professional Education, Distance Learning, Post Bac Pre Med, Advanced Placement Summer Institute, and BPS.
Senior Associate - Financial Advisory Services Embark PeopleSenior Associate - Financial Advisory ServicesWashington DCYou'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality.
Sales Enablement Specialist - The Baldwin Group Financial Services Baldwin Group ColleagueSales Enablement Specialist - The Baldwin Group Financial ServicesBethesda, MarylandThe Sales Enablement Specialist will work directly with 4–5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500 filings, and other research tools rather than cold calling.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesMDAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Senior Vice President (SVP), CFO Services CyberData TechnologiesSenior Vice President (SVP), CFO ServicesAlexandria, VirginiaThe ideal candidate will have significant experience within Transaction Advisory Services (TAS), Deals AdvisoFry, or Quality of Earnings (QofE) practices and possess a strong background in financial due diligence, M&A transactions, and CFO-level advisory services. This executive-level role will provide strategic financial guidance to clients, helping organizations navigate complex business challenges, evaluate transaction opportunities, and drive value creation initiatives.
Insurance and Financial Services Position - State Farm Agent Team Member Renee' Montague - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberArlington, VARemoteROLE DESCRIPTION: As an Insurance AND Financial Service Team Member for Renee' Montague - State Farm Agent, you are vital to our daily business operations and customers’ success. Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Senior Retirement Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Retirement Advisor - The Baldwin Group Financial ServicesBethesda, MarylandFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Senior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Wealth Advisor - The Baldwin Group Financial ServicesBethesda, MarylandAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing.
Marketing Specialist - Financial Services - Largo, MD Advisor Talent SolutionsMarketing Specialist - Financial Services - Largo, MDLargo, MarylandPosition: Marketing Specialist – Financial Services Firm: Tabron & Associates Location: Largo, MD Overview: Do you bring creativity, sales-driven strategy, and a passion for marketing to your work? Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesMD$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Financial Services Representative - Rockville, MD FidelityFinancial Services Representative - Rockville, MDMarylandRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Financial Services Representative Alexander Brown - State Farm AgencyFinancial Services RepresentativeColumbia, MARYLANDEmployees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team.
Patient Financial Services Specialist, Healthcare Financial Operations Amazon.com IncPatient Financial Services Specialist, Healthcare Financial OperationsArlington, VAIn this individual contributor role, youll serve as the trusted voice for patients navigating complex billing and insurance questions, combining technical expertise with genuine empathy to deliver exceptional experiences. In this strategic role, youll answer inbound patient inquiries and actively manage the teams work queues to ensure timely resolution of patient billing and insurance questions.
Reimbursement Specialist (Hybrid), Day Shift, Patient Financial Services Shady Grove Adventist HospitalReimbursement Specialist (Hybrid), Day Shift, Patient Financial ServicesDC$20.51–$27.21 / hourNicotine products" include, but are not limited to: cigarettes, cigars, pipes, chewing tobacco, e-cigarettes, vaping products, hookah, and nicotine replacement products (e.g., nicotine gum, nicotine patches, nicotine lozenges, etc.). Those testing positive are given the opportunity to re-apply in 90 days, if they can truthfully attest that they have not used any nicotine products in the past ninety (90) days and successfully pass follow-up testing.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerBaltimore, MD$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Senior Retirement Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Retirement Advisor - The Baldwin Group Financial ServicesBethesda, MDFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. • Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerMD$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.