Tax Manager - Washington National Tax (GES - Compensation and Benefits) DeloitteTax Manager - Washington National Tax (GES - Compensation and Benefits)Washington, DCFull timeOur team offers highly integrated, high-value advice to Tax and Human Resources professionals and client leadership teams that are focused on developing and managing compensation and benefits plans that are meaningful and cost effective, designed to meet corporate objectives, and deliver employee satisfaction. In today's world, compensation, and benefits (including executive compensation, retirement plans, and health and welfare plans), employment taxes, and global mobility tax services, play a strategic role in helping a business attract and retain top-performing employees.
Premier Advisor - Arlington, VA / Georgetown Truist Financial CorporationPremier Advisor - Arlington, VA / GeorgetownArlington, VA$92,000–$115,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - Fairfax, VA Truist Financial CorporationPremier Advisor - Fairfax, VAFairfax, VA$92,000–$115,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Administrator, Finance CFP BOARDAdministrator, FinanceWashington, DC$55,000–$65,000 / yearCFP certification is held by nearly 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge. CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public's benefit.
Senior Marketing Specialist CFP BOARDSenior Marketing SpecialistWashington, DC$80,000–$95,000 / yearManages the online store and related product sales and budgets; creates and manages annual marketing plan for increasing revenue; manages branded merchandise for CFP Board and events; implements and manages internal storefront to facilitate staff-requested branded merchandise. Essential Functions: Manages and executes annual marketing plans for products and programs including Financial Planning Review, Pro Bono engagement, Emeritus Program, Practice Exams, digital certificates, Continuing Education (CE)-eligible webinars.
Business Systems Analyst CFP BOARDBusiness Systems AnalystWashington, DC$135,000–$155,000 / yearThis role is responsible for eliciting and documenting business requirements, identifying system and process improvement opportunities, supporting system configurations, developing test plans and conducting testing activities with department staff, coordinating and conducting staff training on business systems, resolving business application support tickets and helping ensure business systems align with organizational goals. Under limited supervision, the Business Systems Analyst serves as a strategic partner between business and technology teams, supporting the optimization, enhancement, and ongoing management of enterprise business systems and operational processes.
Technical Applications Analyst CFP BOARDTechnical Applications AnalystWashington, DC$69–$75 / hourCFP certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge. Supports unit testing, system testing, integration testing, and User Acceptance Testing (UAT) activities for NetForum and related business applications, across multiple projects.
Sr. Account Manager CFP BOARDSr. Account ManagerWashington, DC$110,000–$130,000 / yearUnder limited supervision, the Senior Account Manager for Corporate Growth is responsible for CFP Board's relations with firms, focused on both the growth of CFP professionals in assigned firms and development outreach to other financial industry firms to support CFP Board's strategic initiatives and organizational goals. CFP certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge.
Director of Stakeholder Communications CFP BOARDDirector of Stakeholder CommunicationsWashington, DC$140,000–$160,000 / yearThe Director of Stakeholder Communications in the Department of Marketing & Communications is responsible for leading the development and delivery of communications to CFP Board's core audiences, including CFP professionals, candidates for certification, education providers, corporate partners and donors. CFP certification is held by over 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge.
Sr. Analyst, Continuing Education, Quality & Compliance CFP BOARDSr. Analyst, Continuing Education, Quality & ComplianceWashington, DC$80,500–$95,000 / yearCFP certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge. Additionally, this role identifies systemic risks, informs CE policy evolution, and enhances the experience and effectiveness of CE Sponsors through clear guidance, proactive communication, and continuous improvement.
Development Operations Manager CFP BOARDDevelopment Operations ManagerWashington, DC$66,000–$80,000 / yearHigh level of professionalism and ability to work well with all levels of internal management, staff and volunteers Strong donor focus, attention to detail and high-quality work Passion for the mission of the Center for Financial Planning and the ability to communicate its urgency and impact Excellent time and project management skills; self-starter able to work independently, accurately and on schedule and serve as an effective member of a team Tactful exercise of judgment and discretion with sensitive and highly confidential information Excellent interpersonal skills; high degree of emotional intelligence; demonstrated ability to relate well with individuals, both internally and externally Entrepreneurially inclined; resourceful, proactive, and results-driven About CFP Board CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public's benefit. Background/Skills/Abilities Preferred: Bachelor's degree from an accredited institution, preferably in a related field A minimum of 4-5 years of experience in nonprofit development, fundraising operations and/or donor relations Proficiency with donor management systems (Salesforce experience strongly preferred) Exceptional writing and editing skills, with experience in proposal and impact report development.
Premier Advisor - Fairfax, VA Truist Financial CorpPremier Advisor - Fairfax, VAFairfax, VA$92,000–$115,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - Arlington, VA / Georgetown Truist Financial CorpPremier Advisor - Arlington, VA / GeorgetownArlington, VA$92,000–$115,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Family Wealth Analyst PitcairnFamily Wealth AnalystBaltimore, MDRESPONSIBILITIES: Assist Relationship Managers with comprehensive financial planning, including but not limited to: Financial - Prepare cash flow reports, balance sheets, and net worth statements; analyze the impact of various financial market return assumptions and spending rates on wealth projections. Investments - Implement and monitor client's asset allocation; perform trading and rebalancing analysis; initiate transactions for mutual funds, ETFs, and separately managed accounts, tax-loss harvesting and portfolio monitoring to meet cash needs.
Wealth Advisor Curi CapitalWealth AdvisorWashingtonAs a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Premier Advisor - Fairfax, VA Truist BankPremier Advisor - Fairfax, VAFairfax, VirginiaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Arlington, VA / Georgetown Truist BankPremier Advisor - Arlington, VA / GeorgetownArlington, VirginiaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Washington National Tax - Compensation and Benefits - Senior Deloitte Touche Tohmatsu LtdWashington National Tax - Compensation and Benefits - SeniorWashington, DC$111,600–$186,000 / yearOur team offers highly integrated, high-value advice to Tax and Human Resources professionals and client leadership teams that are focused on developing and managing compensation and benefits plans that are meaningful and cost effective, designed to meet corporate objectives, and deliver employee satisfaction. In today's world, compensation, and benefits (including executive compensation, retirement plans, and health and welfare plans), employment taxes, and global mobility tax services, play a strategic role in helping a business attract and retain top-performing employees.
Tax Manager - Insurance Tax Deloitte Touche Tohmatsu LtdTax Manager - Insurance TaxMcLean, VA$100,350–$205,000 / yearOverseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates and ensuring the integrity of tax results using technology solutions, as well as supporting the development and implementation of tax strategies and planning opportunities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Tax Manager - Real Estate Deloitte Touche Tohmatsu LtdTax Manager - Real EstateVA$100,350–$205,000 / yearSolid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators.