• Tax Senior, Private Equity

    Deloitte (Pittsburgh, PA)
    …As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients ... + Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships + Bachelor's degree in… more
    Deloitte (08/20/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (Pittsburgh, PA)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (07/01/25)
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  • Tax Manager - Private Equity

    Deloitte (Philadelphia, PA)
    …As a Tax Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist ... papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax… more
    Deloitte (08/18/25)
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  • Attorney, Funds Management

    Lincoln Financial (Radnor, PA)
    …expertise to the Lincoln Financial Group business segments, including SEC-registered investment advisers, that are responsible for providing investment ... consulting agreements, confidentiality agreements, vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting negotiating, and… more
    Lincoln Financial (07/08/25)
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  • Tax Senior - Real Estate

    Deloitte (Harrisburg, PA)
    …team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify ... solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity… more
    Deloitte (08/23/25)
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  • Registered Client Associate

    Wells Fargo (Allentown, PA)
    …this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... . **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as… more
    Wells Fargo (09/03/25)
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  • Trust Officer - Fiduciary Specialist

    Wells Fargo (Philadelphia, PA)
    …Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
    Wells Fargo (08/23/25)
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  • Private Client Banker

    KeyBank (Mcmurray, PA)
    …Road - McMurray, Pennsylvania 15317 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe… more
    KeyBank (08/26/25)
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  • Engineering Capital Planning Manager - Water

    American Water (Mechanicsburg, PA)
    …with other functions), and support the annual development of the 5-year capital investment plan. * Prepares and maintains asset investment plans and strategic ... address operational needs, operational efficiencies, asset management and strategic investment goals set by the State/Coporation based on prioritization models.… more
    American Water (06/13/25)
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  • Program Manager II

    AON (Fort Washington, PA)
    …partner. This includes optimizing service and marketing channels while ensuring compliance with relevant statutes and underwriting guidelines. The program manager ... for each association as well as collectively + Creating/strengthening "Trusted Advisor " status among the association leadership, staff, and members. Successfully… more
    AON (07/21/25)
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