- Grant Thornton (Philadelphia, PA)
- As the Private Wealth Services Tax Managing Director, you'll lead all aspects of client relationships including matters related to tax reporting ... services to clients associated with the Private Wealth Services practice. Our... tax strategies + Excellent analytical, technical, and tax accounting/technology skills + Exceptional client service … more
- Grant Thornton (Pittsburgh, PA)
- …solution families, State and Local Tax , International Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing ... LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a… more
- PNC (Wayne, PA)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Market Manager within PNC's Private Bank organization, you will be ... you will be responsible for a team of 7-8 Wealth Strategists in the Central PA, Philadelphia, Delware, and...Assesses the scope and resources required for various modular tax , estate and financial plans and manages the resources… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Sr. within PNC's Private Bank organization, you will be based ... at the manager's discretion. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest… more
- Truist (Philadelphia, PA)
- …under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within medical client firms. 2. Develop a ... to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. 3. Proactively originate new business… more
- Insight Global (Philadelphia, PA)
- Job Description One of our wealth management clients in Philadelphia, PA is seeking a Tax Reporting & Cost Basis Associate to join their team for a 6 month ... cost basis figures in client accounts and producing annual tax forms (1099, 1042, etc). A large portion of...factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- University of Pennsylvania (Philadelphia, PA)
- …more. Posted Job Title Residential Services Manager, Residential and Hospitality Services Job Profile Title Customer Service Assistant Senior Job Description ... including weekends and University holidays. + Oversee resident and guest services , ensuring professional, high-quality, and responsive customer service . +… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
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