- Cardinal Health (Richmond, VA)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- Bank of America (Richmond, VA)
- Financial Solutions Advisor - Consumer Investments - Virginia Beach Market Williamsburg, Virginia;Richmond, Virginia; Williamsburg, Virginia; Midlothian, ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- WM (Richmond, VA)
- …strongly committed to a foundation of operating excellence, professionalism and financial strength. WM serves nearly 25 million customers in residential, commercial, ... facilities and waste-based energy production projects. **I. Job Summary** The Talent Acquisition Advisor (Recruiter) is a critical member of the Talent team and is… more
- Deloitte (Richmond, VA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… more
- Truist (Richmond, VA)
- … financial planning analysis . Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and… more
- Guardian Life (Richmond, VA)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Manage ... to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation...in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and… more
- Cherry Bekaert (Richmond, VA)
- …a strategic advisor , utilizing your extensive expertise in tax laws, regulations, and financial analysis to support the financial success of the firm and ... from federal and state tax authorities efficiently. **Advanced Tax Planning and Analysis ** + Lead research on...codes, and regulations, with proficiency in tax software and financial analysis tools. + Exceptional analytical skills… more
- Broadridge Financial Solutions (Richmond, VA)
- …clients in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver...Solutions Analysts, and Project Managers on the technical solution planning and delivery + Participate in IT meetings as… more
- Deloitte (Richmond, VA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Richmond, VA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more
- Public Consulting Group (Richmond, VA)
- …enhance the lives of their user base. Services: + Strategy, Architecture, Planning , and Procurement + Business Enablement + Business Solutions + Project Assurance ... meet client needs. The Director is responsible for ensuring the team meets financial and organizational targets while building the strong team necessary to navigate… more
- Deloitte (Richmond, VA)
- …finance, or related field. + 8+ years' experience in federal tax compliance, tax planning , tax analysis , and tax research + Experience with accounting for income ... lines of service. + Acting as a trusted business advisor to clients on a variety of issues including...clients on a variety of issues including federal tax planning , accounting for income taxes, FTA (periods, methods &… more
- Deloitte (Richmond, VA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- HCA Healthcare (Richmond, VA)
- …pet insurance and more. + Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match on 3% to 9% of pay ... elder and pet care, home and auto repair, event planning and more + Consumer discounts through Abenity and...annual basis. + Performs monitoring of throughput metrics and analysis of variances. + Perform data mining and review… more
- Deloitte (Richmond, VA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more
- Capital One (Richmond, VA)
- …and Doing the Right Thing. We are a technology-oriented company delivering financial products to market through modern technology and constant innovation at a ... and customer intent, prepare business epics and stories for technical breakdown and planning , and ensure requirements are well understood by the engineering teams +… more
- Antech Diagnostics (Richmond, VA)
- …Mars Science and Diagnostic ("SDx") offerings. The DSM will serve as an advisor , leader, and technical expert to support peer mentorships and will support ... to demonstrate respect for client time by including thorough analysis in client meetings. + Build and maintain relationships...sales performance with a track record of prospecting, pre-call planning and closing deals. + Works on problems of… more
- Deloitte (Richmond, VA)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... federal C&I generating activities and manage and facilitate the analysis and documentation of such opportunities. This is often...developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation -… more
- Deloitte (Richmond, VA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... on sustainability and social Federal C&I programs and manage and facilitate the analysis and documentation of such opportunities. Many businesses do not have the… more
- Deloitte (Richmond, VA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... advise clients on sustainability and social Federal C&I programs and facilitate the analysis and documentation of such opportunities. Many businesses do not have the… more