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Manager /Senior Manager, Tax
The candidate will lead client relationships on day to day tax matters supporting partners with service execution and development of extended services. Plan and participate in tax projects and compliance on various clients ranging from middle market to multinational client engagements. Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, ASC740, and implications to owners...
Global Tax & Compliance Director
The candidate will help to drive the Company’s tax strategy, and will oversee all planning and audit compliance. Responsible for assessing the Tax and audit performance of the Company, as well as possible risks and opportunities to optimize our structure. Build relationships and interact with key vendors to provide excellent planning, consulting and expertise. Deliver a full range of tax and treasury services in compliance with local laws...
Tax & Wealth Planning Specialist
The candidate will provide financial and income tax planning consultations to a wide spectrum of Personal Advisor Service clients and prospects. Develops an understanding of the client's financial situation and future needs through analysis of their current financial condition. Works with the clients' other advisors to coordinate and ensure consistent delivery of financial planning services. Topics for consultation would include, but are no...
The candidate should have demonstrated commitment to, and desire to work with, nonprofit organizations and philanthropic individuals. Should have a knowledge base in corporate law, trusts and estates (Orphans Court, estate, gift, and GST transfer taxes, charitable gift planning), and real estate law, familiarity with exempt organizations/nonprofits is strongly preferred. Should be licensed to practice law in PA (additional states, like NJ and DE, are hel...
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Private Wealth Services Senior Manager
The candidate will be responsible for leading the practice and providing tax consulting services to our clients. Work with other professionals in Private Wealth Services and General Tax to build a profitable practice, delivering high value solutions and income, estate, and gift tax planning strategies to the high net worth market. Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and c...
Sales and Use Automation Tax Senior Associate
Duties: Manage/Maintain daily project tasks for specific clients Work closely with senior managers on project planning as well, as well as overall solution design Work closely with staff on implementing tax solution design(ie set up of rules, exceptions, etc in tax software) Manage project budget and keep senior managers informed of budget Manage project documentation related to analysis, requirements, design, testing, training...
The candidate will assist in new business development; develop and maintain excellent client relationships by managing client expectations through effective communications. Will lead research and resolution of complex tax issues. Analyze and formulate tax planning strategies to satisfy the client’s business and tax objectives. Responsible for maintaining the profitability, billing and scheduling of engagements, as well as mentoring and developing st...
Manager, Tax - Financial Services
The candidate will lead client relationships on day to day tax matters supporting partners with service execution and development of extended services. Plan and participate in tax projects and compliance on various clients ranging from community banks and insurance companies to large SEC client engagements. Consult on technical matters and special projects in various areas of corporate taxation, accounting methods, ASC740, and SSAP 101. Re...
Tax Services Senior Manager - Private Client Services
The candidate will research tax issues to develop effective tax planning strategies. Will translate complex data from a range of sources into client-ready insights and deliverables. Build effective long-term relationships with clients, understanding their unique needs to provide a tailored service. Communicate complex tax issues to non-tax professionals and clients. Maintain reputation in the field by constantly updatin...