51 client advisory opportunities in Washington updated today
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· Page 1 / 3About Washington & Co Inc. Washington & Co Inc. is a strategic tax and accounting advisory firm focused on proactive tax planning for business owners. We go beyond tax preparation to help clients make smarter financial decisions year-round. We are growing and seeking an experienced Tax Manag
WSPTHIS OPPORTUNITY Job Summary Provides leadership within a sector of organization to ensure subject matter, technical deliverables, infrastructure projects and programs are delivered with a level of quality that meets or exceeds acceptable industry and company standards for design, safety, and functi
Job Description This Opportunity Job Summary Provides leadership within a sector of organization to ensure subject matter, technical deliverables, infrastructure projects and programs are delivered with a level of quality that meets or exceeds acceptable industry and company standards for design, sa
Vice President, Client Insights and Advisory (Financial Services) About the Company Premier insights & advisory organization Industry Market Research Type Privately Held About the Role The Company is in search of a Vice President for Client Insights and Advisory within the financial services sector.
The Baldwin GroupThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation str
The Baldwin GroupThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation str
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, t
PathStoneAssociate, Client Advisory Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complex and sophisticated families in the wealth management industr
Brighton JonesBrighton Jones, a leader in wealth management, seeks a Tax Senior Manager to deliver exceptional tax planning and compliance services. This role emphasizes client relationship building and teamwork within a vibrant culture dedicated to growth and community impact. Ideal candidates will possess stron
JobotA dynamic public accounting firm in Gaithersburg, Maryland is seeking an experienced CPA to lead and manage audit, review, and compilation engagements primarily for construction clients. Ideal candidates will have over 5 years of audit experience in public accounting, exceptional communication skill
INADEVA consulting firm focused on customer-centric solutions is seeking an experienced professional for a consulting role. The position requires U.S. citizenship and offers a hybrid work schedule in Reston, VA, and client locations. Candidates must demonstrate strong analytical and problem-solving skills
Ernst & Young OmanA leading consulting firm is seeking a FAAS Manager in McLean, VA. The ideal candidate will have a Bachelor's degree in accounting, finance, or business, with 5-8 years of experience in public accounting. Responsibilities include managing client projects, collaborating with various teams, and delive
Baker Tilly USA leading advisory firm in Washington, DC is looking for a Tax Manager who will deliver tax and advisory services to small business clients while managing client relationships and guiding a team. The ideal candidate will have at least five years of tax compliance experience and a CPA or JD. This pos
A leading professional services firm in Rockville, Maryland seeks qualified candidates for an accounting role. The position requires a Bachelor's degree in Accounting or a related field, along with at least two years of experience in public accounting. Responsibilities include managing accounting, t
Beacon HillA leading staffing and consulting firm based in Washington, DC is seeking a Senior Accountant/Accounting Manager to oversee outsourced accounting engagements for multiple clients. This role emphasizes advising clients on financial performance and process improvements while ensuring compliance with G
A leading accounting advisory firm in Bethesda is seeking a dedicated client accounting and advisory services professional with at least two years of public accounting experience. The role includes ensuring accuracy in financial statements, assisting with client accounts, and processing payroll. Ide
A leading financial institution in Falls Church, Virginia, is seeking a Relationship Banker or Senior Relationship Banker. The role involves managing client relationships, driving sales, and ensuring compliance with banking policies and procedures. Applicants should have at least a high school diplo
CBIZA leading professional services firm in Rockville, MD, is seeking a qualified candidate with extensive experience in public accounting for a management role. The successful candidate will be responsible for strategic business planning and management of key client relationships. A Bachelor's degree a
A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors. The ideal candidate will assist clients with various transactions, maintain client accounts, and educate them on digital tools. Strong interpersona
A leading financial services firm based in Bethesda, MD, is seeking a Registered Client Service Associate. This entry-level position focuses on providing exceptional client service and supporting Financial Advisors with their daily tasks. The ideal candidate will possess strong interpersonal skills,
Overview Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
Jim Coleman Automotive is a 3rd generation family-owned dealership founded in 1968 by Mr. William Coleman. The Coleman family has been selling and servicing cars in the DMV since the 1950s. Mr. Coleman had a vision of establishing a dealership with a superior level of customer service standards. He
Jim Coleman Automotive is a 3rd generation family-owned dealership founded in 1968 by Mr. William Coleman. The Coleman family has been selling and servicing cars in the DMV since the 1950s. Mr. Coleman had a vision of establishing a dealership with a superior level of customer service standards. He
Jim Coleman Automotive is a 3rd generation family-owned dealership founded in 1968 by Mr. William Coleman. The Coleman family has been selling and servicing cars in the DMV since the 1950s. Mr. Coleman had a vision of establishing a dealership with a superior level of customer service standards. He
Acrisure*Job Description** *About Acrisure** Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, in
RodaCompany Overview: Imagine a world where getting your car serviced was as easy as ordering a pizza. Welcome to Roda, where we are passionate about creating a magical customer experience, saving you time and money. Long gone are the days of waiting in service centers or taking shuttle buses to the met
About us: Ensure you read the information regarding this opportunity thoroughly before making an application. "Those who work with us take part in the company’s life. Everybody knows that their work is an indispensable contribution to our shared growth " – Brunello Cucinelli Brunello Cucinelli, foun
Client Experience Advisor Zoe Event Rentals | Rockville, MD | Part-Time Seasonal | $18–$22/hr About Zoe Event Rentals Zoe Event Rentals is a luxury event rental company serving the DMV area — weddings, corporate and government events, and social celebrations across DC, Maryland, and Virginia. Our Ro
Job Title: Client Advisor Reports to: Store Director Division: Retail, Multi-brand *OVERVIEW** The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives. Creating an outstanding client experience is a critical aspect of this job. It is
$40,000 – $63,000/year
Estimation confidence: Low
Estimate based on market data for Washington. Actual salaries may vary depending on experience, company, and area.
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