- Truist (Philadelphia, PA)
- …active and well connected in the community * Expected to be the expert level " market moving" advisor with ability to handle the most challenging, sensitive and ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Atria Wealth Solutions (Allentown, PA)
- …otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with ... Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and… more
- Truist (Philadelphia, PA)
- …in campaigns or volunteer at committee level within non-profits in local market . 10. Support Wealth Advisor teammates through collaborative relationship ... than 5 years of credit experience 4. Successful experience as a client advisor with proven results **General Description of Available Benefits for Eligible Employees… more
- Robert Half Finance & Accounting (Pittsburgh, PA)
- …Position Overview: Robert Half is seeking a highly skilled and experienced Wealth Management Tax Director to join our client's organization. As a Tax Director ... management, you will lead the development and execution of advanced tax strategies for high-net-worth individuals, families, and entities, ensuring compliance with… more
- Deloitte (Pittsburgh, PA)
- Tired of Tax Compliance and Busy Season? Are you a tax specialist with experience in federal/ tax and or partnership tax compliance who is frustrated with ... the traditional role in tax compliance? You're not an expert in technology, but...interact with external counsel, underwriters, client executives, and capital market professionals through the SEC public filing process. +… more
- Deloitte (Pittsburgh, PA)
- Tired of Tax Compliance and Busy Season? You've earned your stripes as a tax specialist and tapped into the world of cutting-edge tax technology. You are not ... can offer profound insight about how US federal income tax models and computations work. If you have a...interact with external counsel, underwriters, client executives, and capital market professionals through the SEC public filing process. +… more
- Deloitte (Pittsburgh, PA)
- … credit and incentive services, including the Research and Development credit, the New Market Tax Credit, Qualified Opportunity Zones, Renewable Energy tax ... than 150 countries and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated to providing comprehensive … more
- Bank of America (Pittsburgh, PA)
- …The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a ... Merrill Market Client Relationship Manager Pittsburgh, Pennsylvania **To proceed...leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises… more
- ADP (Allentown, PA)
- …As a Digital Sales Associate, you will sell ADP solutions, including payroll, tax , human resources, and benefits to new and existing clients using the latest ... within existing accounts. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more
- ADP (Fort Washington, PA)
- …life-long friendships here. **Collaborate Daily** . You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall ... human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services,… more