- Truist (Philadelphia, PA)
- …products and services (financial planning , asset management, personal trust and estate planning , insurance and risk management services, retail and mortgage ... Advisors and other wealth product partners based upon objective and sound financial planning and advisory concepts. Following is a summary of the essential functions… more
- Bank of America (Sewickley, PA)
- …of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning , and Investment Management and a comprehensive understanding of the ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- Robert Half Finance & Accounting (Horsham, PA)
- …accounting, with a focus on private or closely-held businesses. * Strong knowledge of tax , specifically tax planning for privately held companies and HNW ... journal entries to maintain financial accuracy. * Prepare complex tax returns, including estate and gift taxes,...accuracy. * Prepare complex tax returns, including estate and gift taxes, for high-net-worth individuals. Requirements *… more
- City of Pittsburgh (Pittsburgh, PA)
- …not limited to criminal background, driver's license and City of Pittsburgh real estate tax payments. Candidates may be disqualified from consideration for ... years of full-time experience in right-of-way management, construction, permitting, planning , engineering, surveying, utility management or a related field. (Less… more
- Vanguard (Malvern, PA)
- …with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + In-depth knowledge of ... help them plan their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop… more
- Deloitte (Philadelphia, PA)
- …Our focus is on enhancing finance, shared services, and real estate operations, while supporting enterprise-wide decision-making. Recruiting for this role ends ... end-to-end AI project lifecycle, from initiation and solution architecture planning through execution, delivery, and post-project review. Solution Implementation:… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …review and maintain property budget, and assist with annual entity tax returns. Responsibilities: + Maintain accurate financial records and books for ... annual audits. + Develop property budgets and financial projections to support planning efforts. + Work closely with internal teams, external partners, and auditors… more
- Deloitte (Philadelphia, PA)
- …on the ground, bringing specialists in bankruptcy, accounting and valuation, IT, and tax . From planning and systems readiness to implementation and validation, ... optimization, restructuring, business design and transformation, infrastructure and real estate , mergers and acquisitions (M&A), and sustainability. The team works… more
- PNC (Wayne, PA)
- …solutions for clients. + Assesses the scope and resources required for various modular tax , estate and financial plans and manages the resources for efficiency. ... various levels of Sr. management - Strong leadership skills - Strategic planning experience - People and process management experience **Job Description** + Directs… more
- City of Pittsburgh (Pittsburgh, PA)
- …not limited to, criminal background, driver's license, and City of Pittsburgh real estate tax payments. Candidates may be disqualified from consideration for ... this position. POSITION DUTIES + Supervises consultant work for planning , design, construction, construction administration, and inspection of complex… more
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