- 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 ... offers a career-defining opportunity. Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Federal and… 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
- 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 (King Of Prussia, 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
- Penske (Berwyn, PA)
- …and tasks as assigned by District Manager and District Financial Manager . **QUALIFICATIONS** * High school diploma or equivalent required, Bachelor's degree ... **POSITION SUMMARY** A Branch Financial Manager 's responsibility is to lead administrative processes of...debt, timely vehicle in/out service, and problem resolution. Ensure Tax and legal compliance for branch operations. (eg, billed… more
- Robert Half Finance & Accounting (Lawrenceville, NJ)
- …Jersey area. This role involves serving as a communication hub for high - net -worth clients, overseeing financial management tasks, and coordinating with various ... Description We are seeking a Family Office Manager to join our client's team based in...Responsibilities: * Act as the primary communication point for high - net -worth clients, their family members, and other… more
- University of Pennsylvania (Philadelphia, PA)
- …Posted Job Title Project Director, School of Nursing Job Profile Title Manager Research Project C Job Description Summary Responsible for both strategic planning ... over a dozen pre-and post-doctoral trainees, as well as a senior research manager (this would be the second), two project managers, an administrative coordinator,… more
- University of Pennsylvania (Philadelphia, PA)
- …Demonstrated significant level of comfort and effectiveness working with high - net -worth individuals, domestically and internationally, to successfully engage, ... and secure six- and seven-figure gift commitments.* Proven experience as a manager and leader of fundraising teams with multiple levels of expertise.* Ability… more