- 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 ... Description Private Client Relationship Manager - Center City Broad & Walnut, PA..., you will engage directly with our affluent and high - net -worth clients to exceed their expectations by… more
- M&T Bank (Wilmington, DE)
- …hub for Wilmington Trust providing strategic transition planning and solutions to high - net -worth clients regarding family wealth. These services include estate ... supports the creation, development, and delivery of family office infrastructures for ultra- high - net worth families and provides customized financial reports and… more