- Vanguard (Chesterbrook, PA)
- Vanguard's Internal Audit & SOX department has an exciting opportunity for a Senior Engagement Manager - on our Business and Corporate Audit Services team, which ... US distribution business areas. In the Internal Audit Senior Engagement Manager role, you will be a...you will be a subject matter expert for the Financial Advisor Services (FAS) division and intermediary… more
- Deloitte (Philadelphia, PA)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, ... more practice initiatives + Connect with your support network ( Manager , Coach and On Boarding Advisor ) on...in finding and solving problems with original ideas Our Engagement Financial Advisor team, part… more
- PNC (Radnor, PA)
- …are passionate about our values and helping our advisors build their future. As a Financial Advisor within PNC Investments, you will be based in Media, PA. The ... Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement , Financial Analysis, Financial Modeling, Investment… more
- PNC (Philadelphia, PA)
- …the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. This ... regular basis. Some responsibilities may be performed remotely, at manager 's discretion. Additional locations may be considered. The primary...Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Are you a strategic and creative tax manager who likes leading teams to solve complex...to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...including scheduling, budgeting, client correspondence and billing. + Managing engagement workflow, engagement team resources, and … more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What you'll do As a Tax Manager within the Global Information Reporting practice, you will… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and… more
- Deloitte (Philadelphia, PA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of...will work directly with the client, manage the tax engagement team, have access to an elite group of… more
- Citizens (Holmes, PA)
- …other colleagues. The Private Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... to understand family dynamics, goals and objectives and current financial situation, becoming the client's trusted relationship manager... financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... (Federal tax) practice! What You'll Do As a Tax Manager within the Business Tax Services group, you will...will work directly with the client, manage the tax engagement team, have access to an elite group of… more
- Deloitte (Philadelphia, PA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... the tax code! Work you'll do As a Tax Manager in the FTS-DART group, you will provide tax...will work directly with the client, manage the tax engagement team, have access to an elite group of… more
- Deloitte (Philadelphia, PA)
- …business you bring in? We are looking for a sharp, analytical Federal Senior Tax Manager to join the Business Tax Services practice who is ready to assist in growing ... within Deloitte. What you'll do As a Senior Tax Manager within the Business Tax Services group, you will...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- PNC (Horsham, PA)
- …ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty. + Builds ... Skills** Book Of Business, Client Relations, Credit, Credit Products, Customer Engagement , Decision Making, Financial Analysis, Identifying Sales Opportunities… more
- Deloitte (Horsham, PA)
- …with clients, developing, and implementing sales strategies, and acting as a trusted business advisor in all aspects of an engagement , from scoping to selling to ... May 31, 2025 What You'll Do As a Senior Manager in Transfer Pricing, you will provide clients with...finance, and accounting, brings a well-rounded approach to each engagement . Responsibilities will include: + Working with economists, tax… more
- Deloitte (Philadelphia, PA)
- …risk management, and technology advisory services that shape the landscape of our clients' financial success. + Client Engagement : Play a central role in client ... in professional services specializing in audit, tax, consulting, and financial advisory services, with clients in over 20 industries,...in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a… more
- Deloitte (Philadelphia, PA)
- Finance and Performance Oracle EPM Manager Finance & Performance - Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, ... role ends on 10/01/2024 Work you'll do As a Manager , you will lead and deliver small engagements, or...for the client in the context of the overall engagement + You will be expected to implement and… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Partnership Solutions Group, Operational Partnership Services team you will: +… more
- Deloitte (Philadelphia, PA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This...of fixed income investments. Work You'll Do As a Manager in this group, you will manage relationships, ensure… more
- Palo Alto Networks (Philadelphia, PA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... few! **Your Career** The Solutions Consultant Manager is the evolution of the traditional...to focus on, and devise a comprehensive strategy and engagement model tailored to your region or district **Your… more