- Wipfli LLP (Radnor, PA)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Radnor, PA)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... for you. Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review...work for clients + Review Federal and Multi-State Partnership tax returns + Lead client relationships on day to… more
- KPMG (Philadelphia, PA)
- …and fast-growing start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra- high net -worth individuals and families ... Minimum five years of recent focused high net -worth individual, flow-through entity and family office tax...Manager : + Minimum eight years of recent focused high net -worth individual, flow-through entity and family… more
- KPMG (Philadelphia, PA)
- …and local tax experience preferred; federal and state partnership experience preferred; high net worth individual tax experience preferred + Bachelor's ... **Business Title:** Manager , Tax Research and Planning **Requisition Number:** 115098 - 77 **Function:** Business Support Services **Area of Interest:**… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …position include and are not limited to: + 5+ years of relevant experience in high net worth individual and business planning and compliance + Trust experience ... Present in-depth focus on allocated projects and alert Senior Manager about probable technical tax problems. +...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Citizens (Philadelphia, PA)
- …Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create the ... practice management support. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and..., you will engage directly with our affluent and high - net -worth clients to exceed their expectations by… more
- Bank of America (Philadelphia, PA)
- …the power to make a difference. Join us! **Job Summary:** Works with complex High Net Worth Investors to create customized investment strategies. Responsible for ... minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net worth… more
- University of Pennsylvania (Philadelphia, PA)
- …+ A high level of comfort and effectiveness working with high - net -worth individuals. + Proven experience as a manager and leader of fundraisers and/or ... the Executive Director must be a strategic and visionary manager and partner, able to translate Penn Vet needs...portfolio of 75-100 prospects with the ability to make high 6-7 figure gifts to Penn Vet. Personally identify,… more