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Private Client Services Tax Senior Associate Jobs in Philadelphia

- 11 jobs
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Job info
Company
Recruiter, BCG Attorney Search
Experience
2-8 yrs required
Location
Philadelphia, PA
Posted Date
Jul 28, 2021
Info Source
Recruiter
Total Views
28
AmLaw firm seeks a private client services associate attorney... estate, gift and GST tax planning, charitable giving and... preparation of wills, trusts, petitions for adjudication, and non-judicial settlement agreements. Active PA Bar license is preferred.... read more
Company
Law Firm
Experience
3-6 yrs required
Location
Philadelphia, PA
Posted Date
Jul 05, 2021
Info Source
Employer
Total Views
23
Private Client Services Associate The... experience to join the Private Client Services Group of... estate, gift and GST tax planning, charitable giving and... preparation of wills, trusts, petitions for adjudication and non-judicial settlement agreements. Exceptional academic credentials and excellent written... read more
Company
In-House
Experience
Min 2 yrs required
Location
Philadelphia, PA
Posted Date
Aug 02, 2021
Info Source
Employer
Total Views
12
Tax potential tax issues, gathering client information necessary for filing,... role, the Core Tax Services Senior Associate may be... work of Core Tax Services Associates. A Bachelors degree... experience and/or public accounting, private industry accounting or consulting/professional... services experience preferred;Industry expertise in...... read more
Company
In-House
Experience
Min 8 yrs required
Location
Philadelphia, PA
Posted Date
Aug 01, 2021
Info Source
Employer
Total Views
13
Tax Senior Manager The candidate... role in providing tailored tax compliance and planning for... of clients that include private entities (including C-Corp, S-Corp,... identifying and deliver additional services to the clients. Open... tax range of sources into client-ready insights and deliverables. Build... opportunities to improve our services and processes.... read more
Company
In-House
Experience
2-6 yrs required
Location
Philadelphia, PA
Posted Date
Jul 16, 2021
Info Source
Employer
Total Views
11
critical inputs, participating in client meetings and calls, and... preparing client deliverables, such as valuation... producing pitch decks and client proposals. The Senior Associate... Writing and development of client deliverables, including valuation reports... data gathering from both private subscription sources and publicly... client... read more
Company
In-House
Experience
Min 10 yrs required
Location
Philadelphia, PA
Posted Date
Aug 01, 2021
Info Source
Employer
Total Views
119
Private Wealth Services Senior Manager... services with other professionals in Private Wealth Services and General... the efforts of multiple client services teams on client... engagements; plan, execute, direct,... taxes. Interact closely with client's other advisers, such as... set challenging personal and client service team goals. Manage,...... read more
Company
In-House
Experience
Min 3 yrs required
Location
Philadelphia, PA
Posted Date
Jul 23, 2021
Info Source
Employer
Total Views
2
senior counsel with investor and client negotiations and solutions development... types of the company’s private markets investment vehicles. Reviewing... and drafting private fund PPMs; limited partnership... with applicable securities and tax laws and regulations, including... and new products and services. Negotiating and managing closings...... read more
Company
In-House
Experience
Min 3 yrs required
Location
Philadelphia, PA
Posted Date
Jul 15, 2021
Info Source
Employer
Total Views
3
Transaction Tax Advisory (TTA) Senior -... Financial Services Organization The Candidate will... a member of multiple client engagement teams, participating in... related to transactions for private equity and strategic corporate... a thorough review of tax returns, legal documents and... tax work in fast-paced professional services environment.... read more
Company
In-House
Experience
Min 7 yrs required
Location
Philadelphia, PA
Posted Date
Jul 29, 2021
Info Source
Employer
Total Views
10
direct and monitor multiple client services teams on client... engagements. Interact closely with... clients while managing the client assignments to budget. Plan,... direct, and complete assigned client tax projects in the... real estate industry, including private equity. Conduct primary and... client's... read more
Company
In-House
Location
Philadelphia, PA
Posted Date
Jul 24, 2021
Info Source
Employer
Total Views
14
Mergers & Acquisitions (M&A) Tax Senior Associate The candidate... practices including corporate M&A, private equity, post-deal integration, bankruptcy... global network of professional services consulting firms, including the... Tax initiatives, and preparing for client review submission requests for... private letter rulings and technical...... read more
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