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Business Banker jobs in United States, Virginia, Arlington

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147 jobs found
08.12.2025
EY

EY Tax - Business Services Private United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns. Application of foreign tax treaties and foreign tax credits. Prepare form 1040, 1041 and 1065...
Description:

As an EY Private Tax Manager, with a focus on cross border tax needs of high net worth individuals and their affiliated entities, you will apply your tax knowledge across a wide range of tax topics and processes, devising elegant outcomes to some of the most complex challenges around. You’ll work with some of the world’s most successful private clients and businesses, and in return you can expect an incredible range of projects and responsibilities that will support your career growth.

Skills and attributes for success

  • Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns
  • Application of foreign tax treaties and foreign tax credits
  • Prepare form 1040, 1041 and 1065 and significant experience preparing or advising on domestic income and transfer tax and/or U.S. international informational returns (Forms 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A)
  • Team members with a compliance focus: prepare or review US federal and state tax returns for high net worth individual US citizens living abroad, US residents holding nonUS assets, or foreign nationals holding US assets. This role includes the preparation and review of the foreign info reporting requirements for cross border tax compliance such as foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts. Experience with relevant tax processing programs, and application of AI to data optimization and return process are essential skills.
  • Team members with an advisory focus:
    • Design pre-immigration tax plans
    • Classification of trusts for US tax purposes, and review of forms 3520
    • Assist with US exit planning
    • FIRPTA
    • Form the US tax piece of multi-jurisdictional inheritance/succession, including the use of trusts, both domestic and foreign
    • Identifying foreign reporting obligations
    • Prepare tax memorandums and opinions
  • Translating complex data from a range of sources into client-ready insights and deliverables
  • Support our Private practice with relevant tax analysis and address new trends/market opportunities.
  • Work closely with rotators from our domestic teams, individuals on rotation from foreign affiliated firms, and our global deployment services team
  • Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
  • Communicating complex tax issues to non-tax professionals and clients
  • Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
  • An appreciation of world affairs, cultures and protecting financial security.

To qualify for the role you must have

  • A bachelor's degree in a related field, supported by significant tax and a CPA certification or membership in The Bar; Minimum of 5 years of work experience in professional services or professional tax organization
  • A thorough understanding of estate and wealth planning; as well as experience with federal and state personal and trust income tax
  • Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
  • A thorough understanding of automated tax processing systems and laws within your area of technical professionalism
  • Experience managing budgets and projects

Ideally, you’ll also have

  • A proven record in high net-worth tax planning
  • A proven record in a professional services environment
  • Experience in coaching and mentoring junior colleagues
  • Executive presence and business development skills
  • Strong analytical skills and attention to detail
  • The ability to adapt your work style to work with both internal and client team members

What we look for

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Support, coaching and feedback from some of the most engaging colleagues in the industry
  • Opportunities to develop new skills and progress your career
  • A network of overseas colleagues, and chances to relocate or take on overseas assignments
  • The freedom and flexibility to handle your role in a way that’s right for you

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $116,200 to $212,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $139,400 to $242,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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07.12.2025
BOA

Bank Of America Relationship Banker - Langston Boulevard Financial Center United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
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,...
Description:

Job Description:

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. Vietnamese or Spanish Preferred

• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

• 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

1st shift (United States of America)

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18.11.2025
BOA

Bank Of America Senior Banker - Langston Boulevard Financial Center United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor...
Description:

Job Description:

Job Description:

This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Responsibilities:

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities

• Assists, educates, and trains clients on conducting simple transactions through self-service technologies

• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy

• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping

• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications:

  • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
  • 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 helping new and existing clients based on their needs.
  • Has strong written and verbal communications skills.
  • Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
  • Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
  • Applies strong critical thinking and problem-solving skills to meet clients’ needs.
  • Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
  • Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
  • Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• An associate’s degree or bachelor’s degree in business, finance, or a related field.

• Experience working in a financial center where goals were met or exceeded.

• Retail and/or sales experience in a salary plus incentive environment.

• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

• Experience with financial information, spreadsheets and financial skills.

• Knowledge of banking products and services.

• Strong computer skills including MS applications and previous experience utilizing laptop technology.

• Active Listening

• 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

1st shift (United States of America)

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16.09.2025
WF

Wells Fargo Senior Wealth Management Banker SAFE United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Participate in developing new and managing existing High Net Worth Client relationships. Work as part of a Wealth team that utilizes an integrated planning approach to recommend strategies that utilize...
Description:


In this role, you will:

  • Participate in developing new and managing existing High Net Worth Client relationships
  • Work as part of a Wealth team that utilizes an integrated planning approach to recommend strategies that utilize Wells Fargo's individual and institutional capabilities to maintain client wealth within Wealth Management Banking and contribute to large scale planning related to functional area deliverables
  • Review and analyze custom credit and deposit strategies and solutions to clients to manage custom credit portfolios that require an in depth evaluation of variable factors
  • Resolve banking solutions and deliver, construct and implement custom credit and deposit strategies and solutions to clients
  • Lead team to meet functional area deliverables while leveraging solid understanding of the function, policies, procedures and compliance requirements
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal and external customers
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below


Required Qualifications:

  • 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Successfully completed FINRA Series 7 and 66 exams to qualify for immediate registration
  • Experience working with UHNW clients
  • Excellent sales and relationship management skills
  • Strong knowledge of credit and cash management services
  • Excellent sales advisory and discovery skills
  • Knowledge of wealth management products and referral partnerships


Job Expectations:

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

27 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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16.09.2025
WF

Wells Fargo Senior Small Business Banking Relationship Manager LO United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios. Assess, through review and analysis of moderately complex data, the customer's financial...
Description:


In this role, you will:

  • Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
  • Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
  • Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
  • Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
  • Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
  • Engage in prospect activities and employ contact strategies focused on generating new small business relationships
  • Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
  • This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
  • 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
  • Strong knowledge of deposit and cash management products and services
  • Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
  • Ability to balances needs of clients with associated risks and interests of Wells Fargo
  • 3+ years of experience in business-to-business sales
  • Established network in the local market
  • Knowledge and understanding of financial services industry
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills
  • A BS/BA degree or higher

Job Expectations:

  • Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • 1753 Pinnacle DrMclean, VA 22102

17 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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04.09.2025
CO

Capital One Senior Business Manager - People Strategy & Analytics United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Using data & analysis to help executives conduct workforce planning and org design strategy effectively. Designing new ways to understand and measure associate potential. Developing analyses and tools to help...
Description:

As a Business Senior Manager, you will apply your strategic and analytical skills to solve open-ended, complex questions about how we should attract, develop, and retain top talent. You will team up with world-class professionals and senior leadership and work on impactful projects. Your day-to-day might involve:

  • Using data & analysis to help executives conduct workforce planning and org design strategy effectively

  • Designing new ways to understand and measure associate potential

  • Developing analyses and tools to help Capital One source and hire the best talent

…and you will do it all in a collaborative environment that promotes continuous learning, rewards innovation, and prioritizes your development.

Specific responsibilities include, but are not limited to:

  • Strategic problem solving: Identify high impact opportunities to transform the associate experience, conduct analysis, and share insights that inform solutions

  • Design: Drive and build key programs and analytics solutions for our partners, including measurement strategy, attribution modeling, and automated insights

  • Experimentation: Partner with clients in experiment design to better understand key drivers of associate behavior

  • Insights & analysis: Analyze the impact of our programs and combine those insights with the latest thinking in organizational science to help our clients make data-driven, informed decisions

Successful Team Members Demonstrate Competencies In These Areas

  • Purpose: You feel a deep personal connection to improving the associate experience and are motivated by applying advanced analytics in a mission-driven way

  • Analytical thinking: A proven track record of decision making and problem solving based on analytics. Conceptual thinking skills must be complemented by a strong quantitative orientation. Identify opportunities for improvement and use data to make strategic and tactical recommendations

  • Execution: Develop and test hypotheses, design solutions, assess operational feasibility, support implementation efforts, and develop plans and tools for monitoring outcomes

  • Partnership: Collaborate effectively with other team members and clients in HR

  • Communication: Strong written and oral communication skills, including visualization skills (i.e., able to “tell the story” and highlight key insights in a clear and concise manner that is easily understood by stakeholders)

  • Results focus: Drives for results and achieves important goals applying strong organizational skills and detail orientation, even amidst ambiguity

Basic Qualifications:

  • Bachelor’s Degree in any quantitative field (Business, Math, Economics, Finance, Statistics, Science, Engineering)

  • At least 2 years of experience in quantitative analysis

  • At least 2 years of experience in qualitative analysis

  • At least 1 year of experience in people management

  • At least 1 year of experience in project management

Preferred Qualifications:

  • Master’s Degree in Business or quantitative field such as Finance, Economics, Physical Sciences, Math, Statistics, Engineering

  • 2+ years of experience in SQL querying

  • 2+ years of experience in Python

  • 4+ years of experience in business analysis

  • 2+ years of experience in consulting

  • 5+ years of experience in quantitative analysis

  • 5+ years of experience in qualitative analysis

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.

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

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 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

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04.09.2025
CO

Capital One Senior Associate Product Manager - Business United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Human CenteredYou’ll collaborate with tech teams to build comprehensive acceptance criteria, identifying and elevating any need for additional research to define future feature designYou'll breakdown business epics into features and...
Description:
Senior Associate, Product Manager - Business Cards & Payments (Card Capabilities)

As ayou will collaborate with a broad set of partners & stakeholders to deliver new experiences for our customers. You will help define & execute our near & long term product strategy & vision for a fast growing business segment within the Commercial Card market.


In this role, you’ll learn the essentials of being a product manager, and we’ll invest in you to grow in four key areas:

  • Human Centered

    • You’ll collaborate with tech teams to build comprehensive acceptance criteria, identifying and elevating any need for additional research to define future feature design

    • You'll breakdown business epics into features and further into user stories, driving your team towards lowest effort or Minimal Viable Product (MVP) for a valid feature test

  • Business Focused

    • Demonstrating a growth mindset, you’ll effectively use hypothesis-driven assessment of data to ensure your product or feature delivers on real business needs

    • You’ll own and prioritize feature development roadmaps, ensuring all necessary processes and procedures are followed to manage risk

  • Technology Driven

    • You’ll work autonomously in an agile environment, to conduct research and develop features that utilize new and evolving technology

    • You’ll collaborate with designers, technologists, data scientists and subject-matter experts to build cutting edge solutions to help customers

    • You’ll deliver well-managed product platforms for customers by seeking to understand technology trends and architecture strategy

  • Integrated Problem Solving

    • Develop and champion a bold vision that drives meaningful outcomes by embracing the art of the possible

    • Build frameworks for complex decision making that enable effective debate and accelerate getting to the right answer

  • Transformational Leadership

    • By actively participating in horizontal forums, you’ll harness a network of trusted relationships among tech teams, designers, key internal stakeholders and partner teams

    • You’ll articulate a succinct product roadmap to deliver business value and share with with stakeholders, elevating your team’s results and becoming a product matter expert

We want you if you are:

  • Intellectually Curious. You ask why, you explore, you're not afraid to blurt out your crazy idea or follow an email chain for weeks to find someone with an answer. Comfortable with ambiguity, a hunger to learn and a seeker of new challenges

  • Communicator & Influencer. You can communicate complex ideas clearly regardless of your audience. Our team knows their priorities and why they’re doing what they’re doing. You always can rally associates to work with you

  • Do-er. You’re biased toward action, you try things and sometimes you fail. You can get around roadblocks and stay focused on your goals. You’re well organized, able to multitask and able to prioritize your work

  • Passionate & Customer Focus. You care about growing others and bringing them together around what’s possible. You get a thrill from the journey of building and shipping products, and you have a desire and ability to connect with our external or internal customers to fully understand their needs

  • Learner. You have an appetite to learn new things or new technologies all while exhibiting humbleness when the time comes to ask for help

  • Team Player. You enjoy working with diverse people and driving the team toward a common goal. You have the ability to put the team before yourself and establish long-lasting relationships

Basic Qualifications:

  • Bachelor’s degree or military experience

  • At least 1 year of product management experience or at least 1 year of experience in product design, agile delivery, business analysis, data science, or software engineering

Preferred Qualifications:

  • Bachelor’s degree in computer science or engineering

  • 1+ years translating business strategy or analysis into consumer facing digital products

  • 1+ years of experience working on core product platforms powering digital experiences

  • 1+ years working with cross functional teams as a product owner in an agile development process

McLean, VA: $109,000 - $124,400 for Sr. Associate, Product Management Richmond, VA: $99,100 - $113,100 for Sr. Associate, Product ManagementThis 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.

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

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 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

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Limitless High-tech career opportunities - Expoint
Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns. Application of foreign tax treaties and foreign tax credits. Prepare form 1040, 1041 and 1065...
Description:

As an EY Private Tax Manager, with a focus on cross border tax needs of high net worth individuals and their affiliated entities, you will apply your tax knowledge across a wide range of tax topics and processes, devising elegant outcomes to some of the most complex challenges around. You’ll work with some of the world’s most successful private clients and businesses, and in return you can expect an incredible range of projects and responsibilities that will support your career growth.

Skills and attributes for success

  • Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns
  • Application of foreign tax treaties and foreign tax credits
  • Prepare form 1040, 1041 and 1065 and significant experience preparing or advising on domestic income and transfer tax and/or U.S. international informational returns (Forms 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A)
  • Team members with a compliance focus: prepare or review US federal and state tax returns for high net worth individual US citizens living abroad, US residents holding nonUS assets, or foreign nationals holding US assets. This role includes the preparation and review of the foreign info reporting requirements for cross border tax compliance such as foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts. Experience with relevant tax processing programs, and application of AI to data optimization and return process are essential skills.
  • Team members with an advisory focus:
    • Design pre-immigration tax plans
    • Classification of trusts for US tax purposes, and review of forms 3520
    • Assist with US exit planning
    • FIRPTA
    • Form the US tax piece of multi-jurisdictional inheritance/succession, including the use of trusts, both domestic and foreign
    • Identifying foreign reporting obligations
    • Prepare tax memorandums and opinions
  • Translating complex data from a range of sources into client-ready insights and deliverables
  • Support our Private practice with relevant tax analysis and address new trends/market opportunities.
  • Work closely with rotators from our domestic teams, individuals on rotation from foreign affiliated firms, and our global deployment services team
  • Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
  • Communicating complex tax issues to non-tax professionals and clients
  • Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
  • An appreciation of world affairs, cultures and protecting financial security.

To qualify for the role you must have

  • A bachelor's degree in a related field, supported by significant tax and a CPA certification or membership in The Bar; Minimum of 5 years of work experience in professional services or professional tax organization
  • A thorough understanding of estate and wealth planning; as well as experience with federal and state personal and trust income tax
  • Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
  • A thorough understanding of automated tax processing systems and laws within your area of technical professionalism
  • Experience managing budgets and projects

Ideally, you’ll also have

  • A proven record in high net-worth tax planning
  • A proven record in a professional services environment
  • Experience in coaching and mentoring junior colleagues
  • Executive presence and business development skills
  • Strong analytical skills and attention to detail
  • The ability to adapt your work style to work with both internal and client team members

What we look for

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Support, coaching and feedback from some of the most engaging colleagues in the industry
  • Opportunities to develop new skills and progress your career
  • A network of overseas colleagues, and chances to relocate or take on overseas assignments
  • The freedom and flexibility to handle your role in a way that’s right for you

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $116,200 to $212,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $139,400 to $242,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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