Thompson Greenspon jobs - 871 jobs

Job DescriptionSalary: Looking for a fantastic career opportunity and excellent work/life balance with a growing mid-size CPA firm in the metro DC area? Thompson Greenspon is seeking an exceptional, experienced Tax Managerto join the Firm. As aTax Manageryou will have the opportunity to make an impact by: Applying the technical skills to perform an effective review of all types of tax returns. This means performing the necessary level of review to ensure that relevant issues have been identified and resolved, planning opportunities explored, and that returns are complete and ready for Principal review Providing tax research and consulting services in response to tax return issues, client requests and identifying opportunities Managing engagements including the planning and supervision of the tax return preparation process, coordinating tax consulting projects Identifying tax planning & consulting opportunities, including coordination with client's other advisors Assuming certain tax and non-tax administrative responsibilities to assist the Principals with the overall management of the Firm Conversing directly with clients and their advisors and serving as the primary point of contact Proactively communicating with other staff on status of projects and assistance needed Mentoring and participating in training as a team leader Thinking proactively about practice development to include opportunities to cross sell to existing clients as well as identifying new clients Qualified candidates will be a CPA (required) with several years of progressive CPA firm experience in addition to some management experience. The candidate will have a/an: Extensive knowledge of the tax laws for S-Corps, C-Corps, Partnerships and Individuals Multi-state and consolidated returns a plus. Active PTIN required, or ability to obtain one before start date Understanding of generally accepted accounting principles Understanding of a broad range of accounting issues including those involving higher levels of judgment such as: priority for income taxes, revenue recognition, subsequent events, contingencies and industry specific issues Knowledge of business trends Ability to review and provide feedback on tax work prepared by all staff in a professional manner Ability to establish a rapport and good communication with clientele Ability to gather, organize and summarize information efficiently and effectively Ability to adhere to given budgets and time deadlines Proficiency in MS Word, Excel, PowerPoint and the Internet Ability to manage own time and the time of others Ability to motivate, develop and direct people as they work Capacity to demonstrate excellent verbal and written communication skills Understanding of how to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Ability to demonstrate strong organizational skills and attention to detail Ability to train, orient and mentor staff Why Thompson Greenspon? Thompson Greenspon has been recognized as a Top Workplace by The Washington Post for several years- and were proud of the fact that our success is rooted in our commitment to a positive, healthy work environment. We offer: A strong focus on work/life balance, including competitive salaries, a generous benefits package, Fridays off during the summer, free parking, and gym access A collaborative, close-knit team environment where youll be exposed to diverse client accounts and the full spectrum of public accounting Ongoing career development, including training, seminars, continuing education programs, and a mentoring initiative to support your growth Opportunities for advancement Thompson Greenspon values organic growth and believes in promoting from within Access to cutting-edge technology and resources typically found in larger firms, all within a personal, supportive setting About us : Since 1956, Thompson Greenspon has provided audit, tax, accounting, financial reporting, consulting and advisory services to a broad spectrum of clients. We are located in Fairfax, Virginia and serve clients throughout the nation. We are among the 20 largest firms practicing in Virginia with the resources and expertise to meet all professional accounting needs. We are the exclusive Northern Virginia member of CPAmerica International, one of the largest associations of CPA firms in the United States. Visit ************** for more information.

Youll provide an exceptional standard of support for the executive by serving as not only a gatekeeper, but additionally as the central point of contact. You'll manage daily calendars, demonstrating flexibility and problem-solving abilities to adjus Executive Assistant, Technology, Executive, Assistant, Banking

A leading financial institution is seeking a Director of Technical Program Management in McLean, Virginia. This role involves managing integrations and ensuring successful technical program execution. The ideal candidate will have over 7 years of experience managing technical programs and designing data-intensive solutions, preferably using AWS. Strong communication, problem-solving skills, and a focus on execution are essential. Join a collaborative team dedicated to driving impactful results. #J-18808-Ljbffr

The Principal Compliance Advisory Associate performs a key risk management role (second line of defense), to help ensure corporate initiatives and lines of business processes comply with applicable laws and regulations. While working within the AML (Anti-Money Laundering) Program framework, the associate is responsible for delivering quality results by: Supporting AML Advisory processes by providing input on business regulatory requirements; providing guidance on business policies, standards, and procedures and ensuring the maintenance of Advisory related procedures; reviewing targeted and ad hoc training, as appropriate; providing compliance advice on projects; providing guidance on controls over regulatory requirements and line of business monitoring of those controls; and performing targeted tests on lines of business controls and provide guidance on identified risks. Responsibilities: * Provide effective challenge and guidance on compliance risks and support Advisors through various interactions and forum engagements * Assist in advising AML Advisory on application of Compliance requirements, such as: new products, process development, development of controls and monitoring, remediation/corrective action of compliance breakdowns, and change in law or regulation * Maintain Advisory related decisions and determinations to ensure consistency in messaging and conclusions * Develop strong understanding of applicable laws and regulations * Support the evaluation of Internal Audit, Regulatory Exam, and self-identified issues and events for compliance impacts * Support AML Advisory through advice, influence adjustments to the processes, procedures, and control * Liaison with internal and external Bank personnel to ensure completion of program attestations required to maintain external relationships * Maintain strong understanding of Compliance Risk Management Framework and applicable laws and regulations * Identify trends in data for potential risk impacts * Assist in capturing, maintaining, and analyzing compliance data, interpreting it to ensure consistency and adequate Compliance Risk Management * Assist with the updating of AML owned procedures Basic Qualifications * Bachelor's Degree or Military Experience * At least 3 years of regulatory compliance experience, or at least 3 years of risk management experience, or at least 6 years of financial services industry experience * At least 3 years of Anti-Money Laundering (AML) compliance experience * At least 3 years of Tableau software experience Preferred Qualifications * Bachelor's Degree in Business Management, Compliance, Risk, Legal, or Finance, Accounting or a related field * 4+ years of regulatory compliance experience, or risk management experience, or financial services industry experience * 4+ years of experience in financial services, or AML functions, or compliance risk management, or AML project management * Previous experience supporting programs where senior leaders and external stakeholders are your customers * 4+ years of experience of Tableau and Structured Query Language (SQL) * Certified Anti-Money Laundering Specialist (CAMS) or Certified Regulatory Compliance Manager (CRCM) certification At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Richmond, VA: $109,900 - $125,400 for Compliance Advisory Specialist III Chicago, IL: $109,900 - $125,400 for Compliance Advisory Specialist III McLean, VA: $120,800 - $137,900 for Compliance Advisory Specialist III Plano, TX: $109,900 - $125,400 for Compliance Advisory Specialist III Wilmington, DE: $109,900 - $125,400 for Compliance Advisory Specialist III Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

As a Project Manager for PULSE Operations, you will drive strategy and execute on high priority projects for the company. You will work with smart and passionate people to deliver results that have a direct impact on the company's bottom line. You will take on important and exciting responsibility from day one, working with key stakeholders across the company. You will be challenged to excel and lead alongside the brightest talent in the industry and be rewarded for your achievements. This role supports strategic planning within the Client Services Department in PULSE Operations by developing and enhancing compliance processes such as complaint, issues, control, process, and audit management. It requires deep knowledge of company policies and compliance frameworks, experience in cross-functional implementation within customer-facing teams, hands-on leadership to coach peers on process adherence, and skills in creating KPIs and reporting progress to executive leadership. General Responsibilities: * Leading moderate to large complex projects and programs by providing strategic direction to projects, peers, and direct reports. * Designing, developing, and managing project plans in a complex dynamic environment, revising needs to meet changing requirements * Ensuring projects are being documented appropriately to mitigate risk and to be delivered on time. * Leveraging problem solving and influencing skills to ensure project plans deliver on intent * Partnering cross-functionally with project customers to provide strategic and tactical thought partnership to effectively drive project delivery * Building relationships and collaborating with key stakeholders to ensure delivery of commitments * Exhibit outstanding influencing skills to effectively drive project / program efforts * Demonstrate a proven track record of excellent project management, bringing the ability to quickly put structure in place to manage work in a dynamic complex environment. * Display a passion for coaching and developing a team of associates through their leadership style * Have excellent communication and partnership skills which are essential for interacting and communicating with key stakeholders at all levels across the company to manage, inform and influence outcomes Basic Qualifications: * Bachelor's Degree or Military experience * At least 3 Years Project Management experience Preferred Qualifications: Masters / MBA degree At least 6 years of Project Management experience PMP, Lean, Agile or Six Sigma certification Strong communication and collaboration skills Strong problem solving and influencing skills Work experience achieving results At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Houston, TX: $109,900 - $125,400 for Principal Project Manager McLean, VA: $120,800 - $137,900 for Principal Project Manager Richmond, VA: $109,900 - $125,400 for Principal Project Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Richmond, Virginia;Richmond, Virginia; Glen Allen, Virginia; Richmond, Virginia; Richmond, Virginia; Midlothian, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Can be flexible to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

As an Accountant for CIA, you will play an integral part in achieving and sustaining auditable financial statements and ensuring financial transactions across a wide range of activities are accurately calculated, recorded, and tracked. You will have the opportunity to work directly with customers, becoming the link between complex transactions and financially accurate documentation. You will be an important partner in all financial occupations, as well as across the Agency and Intelligence Community, as you gain governmental accounting expertise and provide financial analysis of programs and business enterprises. You will have the opportunity to compete for global positions after successfully completing your initial developmental program.

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description THE IMPACT YOU WILL MAKE As a Lead GenAI Agent Developer , you will serve as a subject matter expert to drive the engineering needs of the LLM platform, including the GenAI Gateway (Portkey), AWS AI services (AWS Bedrock and foundational models), observability, and customer support for internal and external applications. You will lead full stack development efforts across AI platform components, integrating cloud-native services, enhancing monitoring and telemetry, and supporting application teams consuming LLM capabilities. The ideal candidate will bring deep expertise in both front-end and back-end engineering, cloud infrastructure, and AI service integration, with a strong focus on building resilient, scalable, and secure systems. The Lead GenAI Agent Developer role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Lead engineering efforts for the GenAI Gateway platform, focusing on scalability, reliability, and integration with enterprise AI services. Architect and optimize solutions using AWS services, including Bedrock and other foundational models. Enhance observability across platform components to ensure proactive monitoring, issue resolution, and performance tuning. Provide technical leadership and support for the Fannie Mae application, ensuring seamless integration and high-quality customer experience. Collaborate with cross-functional teams to align platform capabilities with business needs and AI adoption strategies. Build secure integrations (via APIs, MCP, and connectors) with internal data sources (e.g. SharePoint, Confluence, Jira, ServiceNow). Manage versioning, testing, and deployment pipelines for custom GPTs, MCPs, Agents and plug-ins. Optimize performance and reliability - monitoring usage, latency, and API costs. Mentor and guide engineering teams, fostering a culture of innovation, accountability, and continuous improvement. THE EXPERIENCE YOU BRING TO THE TEAM Qualifications: Minimum Required Experiences 4 years Proven experience in platform engineering, cloud architecture (preferably AWS), and AI/ML service integration. Strong understanding of Large Language Models, observability tools and practices. Experience leading hybrid teams (FTEs and contractors). Excellent communication and stakeholder management skills. Passion for building scalable, secure, and customer-centric AI platforms. Desired Experiences Bachelor degree or equivalent Salary Range: $138,000 to $180,000 a year #LI-Hybrid #LI-SB1 Qualifications Angular, Java Frameworks, JavaScript, Python Frameworks Education: Bachelor's Level Degree (Required) The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form. The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here. Requisition compensation: 138000 to 180000

Job DescriptionSalary: Looking for a fantastic career opportunity and excellent work/life balance with a growing mid-size CPA firm in the metro DC area?Thompson Greenspon is seeking exceptional, experienced Tax Supervisorsto join the Firm.Our tax team prepares Federal and Multistate tax returns for C corporations, S corporations, partnerships, trusts and estates, individuals, nonprofits and entities. As a Tax Supervisor you will have the opportunity to make an impact by: Developing a relationship with engagement-related client personnel who are responsible for tax matters Maintaining contact with client personnel responsible for tax matters throughout the year; possessing a good knowledge of the client and the clients business especially as related to tax matters Identifying tax planning and consulting opportunities Working for multiple clients simultaneously Directly communicating with clients and serving as the primary point of contact Proactively communicating with other staff on status of projects and assistance needed Mentoring and participating in training as an attendee and as a leader Bringing unusual or significant tax questions to the attention of the manager or partner Tackling more complex accounting and/ or tax issues Being cognizant of time budgets, but does not allow time budgets to sacrifice the quality and/or efficiency Qualified candidates will be a CPA with several years of progressive CPA firm experience with: A broad tax knowledge and knowledge of generally accepted accounting principles Understanding of a broad range of accounting issues including those involving higher levels of judgment such as: priority for income taxes, revenue recognition, subsequent events, contingencies, and industry specific procedures and a knowledge of business trends Ability to review and provide feedback on tax work prepared by all staff in a professional manner Ability to establish a rapport and good communication with clientele Ability to gather, organize, and summarize information efficiently and effectively Ability to adhere to given budgets and deadlines Motivate, develop and direct people as they work Demonstrate excellent verbal and written communication skills Applies principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Demonstrates strong organizational skills and attention to detail Ability to train, orient and mentor staff Active PTIN required, or ability to obtain on before start date. Why Thompson Greenspon? Thompson Greenspon has been recognized as a Top Workplace by The Washington Post for several years- and were proud of the fact that our success is rooted in our commitment to a positive, healthy work environment. We offer: A strong focus on work/life balance, including competitive salaries, a generous benefits package, Fridays off during the summer, free parking, and gym access A collaborative, close-knit team environment where youll be exposed to diverse client accounts and the full spectrum of public accounting Ongoing career development, including training, seminars, continuing education programs, and a mentoring initiative to support your growth Opportunities for advancement Thompson Greenspon values organic growth and believes in promoting from within Access to cutting-edge technology and resources typically found in larger firms, all within a personal, supportive setting About Us: Since 1956, Thompson Greenspon has provided audit, accounting, financial reporting, tax, consulting and advisory services to a broad spectrum of clients. We are located in Fairfax, Virginia and serve clients throughout the nation. We are among the 20 largest firms practicing in Virginia with the resources and expertise to meet all professional accounting needs. We are the exclusive Northern Virginia member of CPAmerica, one of the largest associations of CPA firms in the United States. Visit ************** for more information

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it's at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: Do you have experience dealing with property and casualty insurance? Do you thrive in a dynamic work environment that requires an analytical, consultative approach in support of a very diverse community of internal and external clients? If you have proven experience with commercial insurance risk management and the ability to work with diverse teams as well as independently, then Freddie Mac's Multifamily Insurance Team could be a great fit for your next job opportunity. Apply now to join our team! Our Impact: We seek to meet the challenges of an ever-changing commercial insurance market and to set the best standards with our customers in mind. Your Impact:Your Work Falls into Three Primary Categories: Insurance Compliance Review Review borrower insurance coverage against commercial property and liability standards during loan origination and servicing; make recommendations related to acceptable exceptions Work closely with Lender representatives in completing coverage evaluations and arriving at the best solutions for customers Coordinate with capital markets securitization teams in evaluating exceptions to deal representations and warranties Insurance Team Support Support day to day management of team workflow and evaluation of priorities Collect, analyze and report data related to work metrics, company initiatives, as well as insurance market trends Assist internal and external customers with ad-hoc queries and issues with user technology Support large initiatives that require rapid data collection and reporting in response to events such as natural disasters or other significant loss occurrences Support to Multifamily Division Initiatives Support efforts to evaluate insurance market trends as they relate to Commercial/Multifamily real estate and compliance for new initiatives and updates to Credit Policy Keep abreast of insurance market trends as they relate to the Multifamily Mortgage Industry, through both technical research and industry contacts Support updates to Division technology related to insurance data and policy changes Qualifications: College degree or equivalent experience related to insurance, risk management, business, or other relevant field 2 to 4 years relevant experience, preferably related to insurance risk management and the commercial/Multifamily mortgage industry Insurance industry professional designations are a plus, but not required Proficiency with Microsoft Office suite applications as well as general web-based technologies Excellent oral and written communication skills Keys to Success in this Role: Ability to communicate effectively with representatives from different technical backgrounds Ability to collaborate effectively across multiple, diverse teams, as well as work independently Ability to thrive in a fast-paced work environment while maintaining a positive outlook Knowledge of Mortgage industry business and servicing a plus Ability to find humor in most situations Current Freddie Mac employees please apply through the internal career site. We consider all applicants for all positions without regard to gender, race, color, religion, national origin, age, marital status, veteran status, sexual orientation, gender identity/expression, physical and mental disability, pregnancy, ethnicity, genetic information or any other protected categories under applicable federal, state or local laws. We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. A safe and secure environment is critical to Freddie Mac's business. This includes employee commitment to our acceptable use policy, applying a vigilance-first approach to work, supporting regulatory mandates, and using best practices to protect Freddie Mac from potential threats and risk. Employees exercise this responsibility by executing against policies and procedures and adhering to privacy & security obligations as required via training programs. CA Applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit ****************** and register with our referral code: MAC. Time-type:Full time FLSA Status:Non-Exempt Freddie Mac offers a comprehensive total rewards package to include competitive compensation and market-leading benefit programs. Information on these benefit programs is available on our Careers site. This position has an annualized market-based salary range of $99,000 - $149,000 and is eligible to participate in the annual incentive program. The final salary offered will generally fall within this range and is dependent on various factors including but not limited to the responsibilities of the position, experience, skill set, internal pay equity and other relevant qualifications of the applicant.

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Services, Business Development- Commercial, Fintech, & Global Digital Partners Mastercard Services provides cutting edge services in the areas of Business & Market Intelligence, Customer Acquisition and Engagement, Security Solutions, and Open Banking. Focused on thinking big and scaling fast, our sales team is responsible for end-to-end solutions for a diverse customer base including large tech companies, ecommerce, media, fintechs, ERPs, processors & program managers. As a Managing Consultant member of our FinTech, Commercial & Global Digital Partners Business Development team, you will be at the frontline of generating excitement and demand for our unique solutions. We value individuals who possess consultative sales experience, exceptional analytical and problem-solving skills, comfort navigating complex sales processes, and the ability to form and manage successful lasting client relationships. Role: We are pursuing highly motivated individuals with experience in consultative sales across data products, platforms, and / or other analytic services. Individuals should display strong achievement orientation, intellectual curiosity, openness, resilience, diligence, and the ability to effectively communicate complex ideas in simple ways. * Be responsible for achieving sales targets, revenue goals, and sales projections, consistently delivering outstanding personal performance. * Responsible for business development and ongoing account ownership for Services within the Digital Partnerships segment (focus on digital merchant and fintech relationships) with direct revenue, account ownership and sales responsibilities * Refine the value proposition of new and existing Services capabilities to meet the needs of digital merchant and fintech executives. * Will serve as the face of Mastercard Services to senior level client stakeholders, including C-Suite Executives * Be responsible for achieving sales targets, revenue goals, and sales projections, consistently delivering outstanding personal performance. * Lead both formal and informal pitches, from storyboarding to face-to-face presentations, delivering concise and persuasive materials tailored to the specific needs and level of the audience. * Responsible for driving coordination within Demand Generation, Marketing, Solutions, and Product teams across Services business lines and value propositions, focused on the above defined client vertical * Responsible for setting the commercial agenda for assigned territory * Will partner with the Mastercard Core Digital Partnerships, Fintech and Commercial teams to develop a plan to support their strategic imperatives for target accounts * Will work closely with Client Services teams for an effective joint go to market and to ensure best-in-class value delivery All About You: * Experience in consultative sales across data products, software platforms, and / or other analytic services, preferably in B2B sales or commercial * Proven ability to meet/exceed sales targets and quotas * Strong analytical and problem-solving skills, enabling you to tackle complex challenges and gain credibility with account teams * Entrepreneurial mindset * Strong commercial drive with ability to build and monetize senior client relationships based on thought leadership, empathy, and subject matter expertise * Ability to own and drive end to end sales from initial prospecting through signed contract * Collaborative attitude with an understanding of how to win as a team * Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence in order to effectively advance business opportunities and generate revenues * Outstanding multitasking abilities in a fast-paced, deadline-driven environment. National Salary Band (Regardless if Location): $153,000-$229,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.

HSP Direct is seeking an accomplished and highly motivated Executive Assistant to provide dedicated support to our President. This pivotal role combines strategic administrative support with hands-on management of key client relationships and internal initiatives. The ideal candidate will demonstrate exceptional organizational skills, attention to detail, and a proactive mindset, thriving in a fast-paced environment that demands initiative, professionalism, and strong communication skills. About HSP Direct HSP Direct is a best-in-class full-service direct mail fundraising agency offering online fundraising, production services, graphic design, and list and data services through our affiliated companies. With over 100 non-profit and political clients, we're seeking highly motivated team members who share our passion for conservative politics. If you're passionate about serving at a high level and are enthusiastic about conservative politics…we want to meet! This is a full-time, in-office position located in Ashburn, VA. Remote work is not an option. Key Responsibilities: Executive Support: Manage executive calendars, including scheduling meetings, appointments, and travel arrangements. Prepare and organize meeting materials, agendas, and minutes. Handle confidential and sensitive information with discretion. Assist with the preparation of reports, presentations, and correspondence. Coordinate and manage executive projects and initiatives. Account Management: Serve as the primary point of contact for assigned client accounts. Develop and maintain strong relationships with key clients, ensuring high levels of satisfaction and retention. Oversee the onboarding process for new clients, ensuring a smooth and seamless experience. Monitor client accounts to ensure timely delivery of services and resolution of any issues. Assist in the preparation and presentation of proposals, contracts, and renewals. Collaborate with internal teams to ensure client needs are met and expectations are exceeded. Qualifications: Bachelor's degree in business administration, Communications, or a related field. Excellent organizational and time management skills. Strong written and verbal communication abilities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Ability to work independently and as part of a team. High level of professionalism and discretion. Experience in executive support or account management is a plus. If this challenge seems like a great fit for you and you would like a promising career path, please apply with a cover letter, resume, and salary requirements. Cover letter is required for consideration. Company Benefits Competitive salary commensurate with experience. Comprehensive benefits package including health, dental, and vision insurance. Annual staff events including field day, golf and spa outings, offsite Christmas party, and more. 401(k) with company match. Generous PTO and holidays. MAHA approved snacks and drinks. Company goal trips. Onsite fitness center. Employment Eligibility In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. HSP Direct will not sponsor work visas.

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Participates in tax and consulting engagements and enhances skills identifying and addressing client needs Works with clients and their advisors to gather information needed to prepare tax returns Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns Analyzes tax notices received from government agencies and prepares initial drafts of response Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership Works in a fast-paced, deadline-driven environment both independently and within a team dynamic Prioritizes and completes tasks Collaborates and builds new relationships with other new professionals both inside and outside the firm Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of PCS Associates Provides verbal and written performance feedback to PCS Associates, as necessary Acts as mentor to PCS Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required Master's degree in Accountancy or Taxation, preferred Experience: Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required Experience in private client service, preferred Prior basic supervisory experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Other Knowledge, Skills & Abilities: Initiative Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Internally, communicates the status of their work to their team; promptly responds to requests Leadership Leads by example, acting as a model for the firm's core values Takes on challenges; sees tasks through completion, even if there are obstacles Business Development Builds new relationships and maintains existing relationships with BDO professionals and external sources People Development Ability to interact effectively with people at all organizational levels of the firm Takes the time to teach others information/skills that are critical to their current and future work Trains associates and interns on how to use all current software tools and PCS methodology Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $84,000 - $110,000 Colorado Range: $72,000 - $90,000 Illinois Range: $80,000 - $93,000 Maryland Range: $90,000 - $94,000 Massachusetts Range: $90,000 - $100,000 Minnesota Range: $75,000 - $84,000 New Jersey Range: $82,000 - $112,000 NYC/Long Island/Westchester Range: $100,000 - $118,000 Washington Range: $80,000 - $95,000 Washington DC Range: $93,000 - $98,000

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing payment processing solutions to small business clients in a phone-based environment primarily through referrals from an assigned group of small business specialists, financial centers, and other internal partners. Key responsibilities include consulting with small business clients to understand their priorities and providing solutions to meet their business needs. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security. Responsibilities: Leverages consultative sales processes to provide merchant payment solutions for small business clients via channels such as Advanced Client Solutions, Financial Centers, Digital, and direct inbound calls Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations Adheres to schedule managed by the workforce management team to ensure adequate phone coverage in contact center environment Collaborates with internal partners and clients to determine payment processing needs and acts as a champion for clients by connecting expertise across the company to help achieve their goals Identifies opportunities proactively and develops a pipeline for sales opportunities through inbound and self-scheduled outbound calling activities Determines prospect external sources such as association relationships, centers of influence, and vendor relationships among others and may be required to attend trade shows as assigned Adapts to an ever changing payment processing environment, maintains accurate records, and adheres to Service Level Agreements Skills: Client Experience Branding Client Solutions Advisory Customer and Client Focus Payment Processing Pipeline Management Consulting Credit Documentation Requirements Oral Communications Referral Management Written Communications Financial Analysis Interpret Relevant Laws, Rules, and Regulations Issue Management Prospecting Required Qualifications: Customer focus Relationship building Oral and written communication Time management Consultative sales Pipeline management Problem solving Teamwork Presentation skills Telephone sales Referral sales 2 to 4+ years of sales experience Technical expertise Highly motivated to succeed in a performance driven environment Available to work 12PM - 9PM Monday - Friday Desired Qualifications: Business Acumen: Industry knowledge in healthcare, retail, restaurant, business to business and ISV Merchant products and solutions Multi-lingual ability is a plus Bilingual in Spanish preferred Learning agility CRM (Client Relationship Management System) Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 3rd shift (United States of America) Hours Per Week: 40 Pay Transparency details US - WA - Spokane - 601 W Riverside Ave - Spokane Financial Center (WA2141) Pay and benefits information Pay range$26.07 - $39.08 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Thompson Greenspon, an established CPA firm recognized as a Washington Post Top Workplace, and ranked among the top 20 largest firms in Virginia, seeks an experienced Senior Accountant to join our CAAS team. Since 1956, Thompson Greenspon has been based in Fairfax, Virginia, specializing in audit, tax, accounting, and advisory services. We serve clients across the Metro DC area and beyond, with expertise in industries such as construction, real estate, government contracting, non-profits, and professional services. As a member of CPAmerica International, we have the resources and expertise to meet all professional accounting needs, making us a trusted partner to businesses nationwide. We foster a collaborative work environment with an emphasis on work/life balance and professional development. Get to know Thompson Greenspon by visiting ************** Overview We are seeking a dedicated and experienced Senior Accountant to join our growing Client Accounting and Advisory Services (CAAS) team. This role offers the opportunity to work closely with clients, providing comprehensive accounting services, valuable advisory support, and operational solutions that enhance business efficiency. As a Senior Accountant, you will be responsible for preparing financial statements, handling day-to-day accounting tasks, and gaining exposure to client relationship and advisory services. Key Responsibilities: Client Accounting Record transactions from banks and/or other third-party applications with knowledge of client operations Code clients' vendor invoices for payment and to optimize cash flow Reconcile balance sheet accounts, including bank accounts, accounts payable, accounts receivable, and other financial statement accounts Lead the onboarding and accounting software setup for new clients Financial Reporting Prepares, understands and reviews financial statements Understand and explain accounting issues, financial impacts, and other operational challenges in a variety of industries we serve Advisory and Consulting Identify opportunities for clients to optimize their financial and operational performance with senior members of the team Assist clients with budgeting, forecasting and financial analysis Tax Compliance and Reporting Ability to prepare and review sales tax, payroll tax, and property tax returns Client Relationship Management Develop strong client relationships, offering tailored solutions to meet each client's unique needs with senior members of the team Communicate effectively with clients to provide status updates, answer inquiries, and resolve issues Serve as point of contact for clients, ensuring timely and accurate delivery of services Team Collaboration Collaborate with internal teams to ensure smooth service delivery and maintain client relationship Participate in industry-specific niche meeting and marketing activities to support the firm's business development efforts Professional Development Stay abreast of industry developments, trends and regulatory changes to provide clients with timely and relevant insights Monitor and maintain current knowledge of software developments and emerging technologies Qualifications & Skills: Extensive knowledge and advanced skill in accounting software and tools (required) QuickBooks Online Bill Excel Microsoft products Associate's or Bachelor's degree in Accounting, Finance, or a related field (required) 3+ years of CPA firm experience or industry accounting experience (preferred) CPA, CMA or CPA/CMA candidate (preferred) Ability to quickly learn new accounting software and tools Proven ability to work independently, manage multiple clients and deadlines, and maintain high-quality work with low error rates Excellent communication and interpersonal skills Strong analytical and problem-solving abilities Experience in specialized industries (construction, real estate, non-profits, and professional services) Working Conditions & Benefits: Business hours Monday-Friday with core hours from 10:00 am to 4:00 pm Occasional overtime may be required during peak periods Hybrid work options available, a minimum of 2-3 days in office required Collaborative, dynamic, and supportive team environment Competitive compensation package including free parking, gym access, and comprehensive benefits Continuing education and professional development programs Join our exceptional team at a firm that values work/life balance and rewarding career opportunities. Visit ************** for more information about our firm and benefits we offer.

Loading job Back to Search Results Previous Opportunity Next Opportunity Investment Product Consultant Share: Apply Now Save Job Saved Description Envestnet is seeking an Investment Product Consultant to join our Sales department. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: The Investment Product Consultant, a key member of the Solutions distribution team, will be responsible for supporting Envestnet sales organization expand PMC revenue through the promotion and bundling of PMC investment solutions and service. This role will support a regional sales team in an effort to promote and distribute the array of PMC / QRG products and services including identifying the appropriate product offering, pricing model and value proposition for given client segments. The role will work cross-functionally and closely with investment management, product management, sales, and engineering stakeholders to distribute to the marketplace. The priorities for this position include supporting the Regional Sales Team's abilities to drive PMC AUM through scheduling, proposal generation, portfolio design and general advisor assistance. The role requires understanding of asset management business strategy, product distribution strategies and the intersection of investment management with wealth management and financial planning. Job Responsibilities: * Promotion and Expansion of PMC/QRG Strategies to a broader audience (The primary metric here is driving AUM in PM/QRG products.) * Develop, enhance and drive execution of the distribution strategy for PMC/QRG products (both on-platform and off) * Identify, evaluate and execute on significant new product distribution opportunities. * Identify opportunities to bundle QRG / PMC investment solutions in ways that expand our market - for example, the complimentary nature of overlay services and QP index replication. * Assisting with custom portfolio design for financial advisor's clients (The primary metric here is driving AUM into PMC HNW channels. * Work with advisors to understand case opportunities * Construct custom allocation to meet end clients need based on PMC ACP and research guidelines. * Identify opportunities to include QRG/PMC products and capabilities into the custom case end solution set. * Assisting with the extension of Tamarac's capability set to include Investment Solutions and Services(The primary metric here is AUM derived revenue and Investment services revenue from the Tamarac Client base.) * Help Distribute and consult on PMC products and additional ENV Managed Account capabilities such as…Tax / Impact Overlay in the UMA; Expanded use of QP's as a replacement to current index replication (dual contract) providers and development and promotion of a Small Account * Solution for TAM clients - leading to a FSP implementation * Assisting with New Investment Program / Product Distribution: play a product consulting role in driving new investment programs that package our capabilities to marketplace. * This may include distribution of Impact investing programs, small account solutions, tax sensitive investing program, etc. * Help distribute PMC and other investment solutions to the marketplace. * Maintain up-to-date knowledge of industry trends, emerging technologies, competitors, and strategic relationships/partnerships. * Assist advisors on custom case design. * Where appropriate, educate, mentor, and share knowledge with the organization's management, internal staff, partners, customers, and prospects with regard to the company's RIA strategy, opportunities, and challenges. * Collaborate with key stakeholders across Tamarac and Envestnet to develop, inform, and ensure buy-in of proposed solutions. * Participate in industry events and conferences. * Help to define and maintain quarterly and annual sales goals. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk. Required Qualifications: * Bachelor's degree in business, finance, or related field of study, CFA Level 2 candidates preferred. * 3 - 7 years of experience in the financial services industry with at least 1 years in client contact capacity * Commitment to provide positive client experience and reinforce PMC's image as a financial services provider * Possess ability to position to advisors a complex and diverse set of investment products * Highly organized with a strong attention to detail * Effective and concise communicator, both verbal and written * Possess ability to prioritize and maintain multiple client requests * Make decisions and implement solutions based on a thorough understanding of the capital markets, the platforms' products and investment processes. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Salary: The annual base salary range for this position is $60,000 to $80,000. This position is eligible for a variable pay based on a sales incentive plan. Envestnet is an Equal Opportunity Employer. #LI-RT1 Share: Apply Now

Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. Our goal is to create one of the nation's great banks, and we have the necessary ingredients: a strong balance sheet, resilient businesses, a massive customer franchise, strong analytical capabilities, and great people. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared Values, come together to make Capital One a great company - and a great place to work. The Senior Project Manager for the Discover Debit and PULSE product portfolios is a strategic leader who supports business prioritization, governance, program delivery, compliance, and stakeholder collaboration. The role is critical in ensuring that product initiatives are aligned with business goals, delivered efficiently, and compliant with regulatory standards. General Responsibilities: Business Prioritization and Governance: The Senior Project Manager supports the monthly prioritization of Debit products, including Discover Debit, PULSE Debit, and PULSE Gateway Services. This involves reviewing and updating the business priority list to ensure alignment with PULSE goals and strategic objectives. They help manage product governance controls, oversee business case reviews, and ensure all product lifecycle approvals are collected and documented. This includes validating business cases, architectural designs, and testing for compliance and readiness. Program and Project Delivery: The Senior Project Manager drives the delivery of key initiatives, manages project portfolios, and coordinates cross-functional teams to ensure projects are completed on time and within budget. They synthesize data from various sources to demonstrate the value of initiative delivery and maintain metrics for reporting. They oversee the product development lifecycle, ensuring alignment with business goals and leading teams to deliver innovative products. This includes managing dependencies, risks, and communications across product areas. Compliance, Risk, and Reporting: The role involves monitoring compliance, managing risks, and ensuring all deliverables meet regulatory and organizational standards. The Senior Project Manager actively escalates customer-impacting issues and maintains controls for incident and crisis management. They develop and maintain delivery metrics and analytics, automate data collection, and report progress to executive leadership. This supports transparency and informed decision-making. Stakeholder Collaboration and Communication: The Senior Project Manager will build cross functional relationships with key stakeholders, facilitate open collaboration, and communicate decisions and updates across teams. They ensure that all relevant documents and decisions are saved and accessible for audit and review. They implement change management processes for all initiatives and maintain enterprise and department-level controls. Basic Qualifications: * Bachelor's Degree or Military experience * At least 8 Years of Project Management experience * At least 1 Year of People Management experience Preferred Qualifications: * Masters / MBA degree * At least 10 years of Project Management experience * At least 3 years of People Management experience * PMP, Lean, Agile or Six Sigma certification * Exceptional communication and collaboration skills * Excellent problem solving and influencing skills * At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Houston, TX: $161,500 - $184,300 for Sr Manager, Project Management McLean, VA: $177,700 - $202,800 for Sr Manager, Project Management Richmond, VA: $161,500 - $184,300 for Sr Manager, Project Management Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Looking for a fantastic career opportunity and excellent work/life balance with a growing mid-size CPA firm in the metro DC area? Thompson Greenspon is seeking exceptional, experienced Tax Supervisors to join the Firm. Our tax team prepares Federal and Multistate tax returns for C corporations, S corporations, partnerships, trusts and estates, individuals, nonprofits and entities. As a Tax Supervisor you will have the opportunity to make an impact by: Developing a relationship with engagement-related client personnel who are responsible for tax matters Maintaining contact with client personnel responsible for tax matters throughout the year; possessing a good knowledge of the client and the client's business especially as related to tax matters Identifying tax planning and consulting opportunities Working for multiple clients simultaneously Directly communicating with clients and serving as the primary point of contact Proactively communicating with other staff on status of projects and assistance needed Mentoring and participating in training as an attendee and as a leader Bringing unusual or significant tax questions to the attention of the manager or partner Tackling more complex accounting and/ or tax issues Being cognizant of time budgets, but does not allow time budgets to sacrifice the quality and/or efficiency Qualified candidates will be a CPA with several years of progressive CPA firm experience with: A broad tax knowledge and knowledge of generally accepted accounting principles Understanding of a broad range of accounting issues including those involving higher levels of judgment such as: priority for income taxes, revenue recognition, subsequent events, contingencies, and industry specific procedures and a knowledge of business trends Ability to review and provide feedback on tax work prepared by all staff in a professional manner Ability to establish a rapport and good communication with clientele Ability to gather, organize, and summarize information efficiently and effectively Ability to adhere to given budgets and deadlines Motivate, develop and direct people as they work Demonstrate excellent verbal and written communication skills Applies principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Demonstrates strong organizational skills and attention to detail Ability to train, orient and mentor staff Active PTIN required, or ability to obtain on before start date. Why Thompson Greenspon? Thompson Greenspon has been recognized as a Top Workplace by The Washington Post for several years- and we're proud of the fact that our success is rooted in our commitment to a positive, healthy work environment. We offer: A strong focus on work/life balance, including competitive salaries, a generous benefits package, Fridays off during the summer, free parking, and gym access A collaborative, close-knit team environment where you'll be exposed to diverse client accounts and the full spectrum of public accounting Ongoing career development, including training, seminars, continuing education programs, and a mentoring initiative to support your growth Opportunities for advancement-Thompson Greenspon values organic growth and believes in promoting from within Access to cutting-edge technology and resources typically found in larger firms, all within a personal, supportive setting About Us: Since 1956, Thompson Greenspon has provided audit, accounting, financial reporting, tax, consulting and advisory services to a broad spectrum of clients. We are located in Fairfax, Virginia and serve clients throughout the nation. We are among the 20 largest firms practicing in Virginia with the resources and expertise to meet all professional accounting needs. We are the exclusive Northern Virginia member of CPAmerica, one of the largest associations of CPA firms in the United States. Visit ************** for more information