Account Executive, MLF
The candidate will be responsible for retaining and growing their existing account base and acquiring new accounts within their area of responsibility. The AE position is field based, requiring excellent face to face, telephone and writing skills. The successful AE draws on their high level of initiative and ability to apply strong business acumen to conduct a thorough needs analysis within their accounts. The successful AE has the ability to dev... read more
The candidate will be responsible to provide counseling services to users who need help or advice in area of expertise. Collaborate in real time or review a client’s history in advance. Must have Active License. Tax Law Certification is needed. read more
Compensation, Tax , and Accounting- Manager
The candidate work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include: Proactively assist in the management of a portfolio of clients, while reporting to Senior Managers and above. Be involved in the financial management of clients. Be actively involved in business development ... read more
Tax Reporting and Advisory Manager
The candidate will run client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget. Supervise, train, and mentor senior associates, associates, and interns on tax projects and assess performance of staff for engagement reviews; perform in-charge role as needed. Review tax returns done by staff and make recommendations on return preparation regarding accuracy an...
Tax Services Senior Manager - Private Client Services
The candidate will be responsible for researching tax issues to develop effective tax planning strategies. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with clients, understanding their unique needs to provide a tailored service. Communicating complex tax issues to non-tax professionals and clients. Maintaining reputation in fiel...
The candidate should have: Licensed to practice law in PA (or eligible to waive in); admission in jurisdictions such as NY, CA, MI, or FL is helpful. 8+ years of legal experience working with sophisticated tax-exempt organizations, with a focus on drafting legal documents. A knowledge base in the following areas (familiarity with application to exempt organizations/nonprofits, and in complex structures, is strongly preferred): corporate law including nonprof...
Tax Services Manager - Indirect Tax - Sales & Use
The candidate will be analyzing an evolving portfolio of complex tax operations to provide meaningful business insights. Identifying potential opportunities and risks and communicating these to the clients. Learning and researching current market trends, to maintain the credibility as a trusted advisor. Developing clear, intelligent plans and approaches to improve clients’ tax activities. Researching the clients business ...
The candidate will use expertise in taxation to provide compliance and consulting services to corporations, and partnerships. Candidates must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. Will have the opportunity to develop and pursue creative approaches to resolve client issues. Advise clients on a full spectrum of corporat...
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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...
State and Local Tax Manager
The candidate will deliver a full understanding of state and local tax services including tax research, preparation of technical memorandums, drafting client correspondence, reverse sales tax reviews, audit defense, and research of sales tax issues. Will run client engagements from start to finish, including planning, executing, managing, and completing tax projects and managing budgets. Conduct multi-disciplinary, multi-state reviews that analy...
International Tax Senior - Expatriate and High Net Worth
The candidate manage client expectations and delivery of tax compliance services to high net worth international clients. Develop and maintain relationships with clients. Responsible for the preparation of estate, gift and trust tax returns. Review US Federal, State, and Local tax returns and informational foreign filings. Mentor and coach staff. Manage resource allocation, workflow, and resource utilization. Several...
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...
The Candidate will be responsible to prepare complicated or complex income tax returns including Corporate, S-Corp., partnership, and individual clients by collecting, analyzing and formatting financial information. Conduct reviews of federal, state, local and special tax returns. Plan, execute, direct, and complete tax projects in a wide variety of industries; complete documentation and codification of tax research. Mentor junior level staff on tax projects....