- Franklin Templeton (Broomall, PA)
- …offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop ... We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody… more
- Deloitte (Philadelphia, PA)
- … tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized ... ability to effectively handle multiple, competing priorities Preferred + Advanced degree such as Masters of Tax ,...large CPA firm experience + Banking, securities and/or capital markets experience The wage range for this role takes… more
- Deloitte (Philadelphia, PA)
- … tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized ... Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax ,...firm experience + Experience in banking, securities and/or capital market industries The wage range for this role takes… more
- Guardian Life (Trenton, NJ)
- …them. + Demonstrate superior presentations skills in all areas of advanced planning . + Clearly and concisely explain the tax , legal, and financial/cost ... retirement planning and charitable planning markets . Proven ability to explain advanced sales...CPA preferred + CFP/CLU/ChFC preferred + Expert knowledge of tax planning , exit planning , business… more
- Deloitte (Philadelphia, PA)
- …+ Managing federal credits and incentives opportunities including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified ... been developed and built as a result of a tax planning idea, marketplace needs, or a...services, including the Research and Development credit, the New Market Tax Credit, Qualified Opportunity Zones, Renewable… more
- Grant Thornton (Philadelphia, PA)
- …on client engagements; planning , executing, directing, and completing international tax projects; providing innovative tax planning , consulting, and ... international tax services for clients across various industries and market segments. You'll collaborate closely with partners and managing directors while… more
- Deloitte (Philadelphia, PA)
- …and reporting requirements, Pillar II compliance, process and technology enhancement, advanced calculations, compliance and reporting services, planning for ... help clients meet the challenges of a rapidly evolving market and regulatory environment. Our team members are highly...Form 8975 and Form 1118 + Experience with foreign tax credit (FTC) planning including gathering income… more
- Deloitte (Philadelphia, PA)
- …you'll do Value Chain Alignment (VCA) services help companies to integrate operational and tax planning in a way that allows a business to consider strategic ... Tax team helps multinational clients with their global tax planning and compliance needs. We offer...help clients meet the challenges of a rapidly evolving market and regulatory environment. Our team members are highly-knowledgeable… more
- Deloitte (Philadelphia, PA)
- …Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax Credit + Deliver value to clients by identifying opportunities and ... delivering results for our clients. NFTS service lines provide tax planning and compliance support for the...Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced degree such as Masters of Tax ,… more
- Deloitte (Philadelphia, PA)
- …Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax Credit + Deliver value to clients by identifying opportunities and ... delivering results for our clients. NFTS service lines provide tax planning and compliance support for the...and the clients and industries/sectors you serve Preferred: + Advanced degree such as MST, LLM, or JD, or… more
- Deloitte (Philadelphia, PA)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with ... always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across...Advanced degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4… more
- Deloitte (Philadelphia, PA)
- …you'll do Value Chain Alignment (VCA) services help companies to integrate operational and tax planning in a way that allows a business to consider strategic ... Tax team helps multinational clients with their global tax planning and compliance needs. We offer...help clients meet the challenges of a rapidly evolving market and regulatory environment. Our team members are highly-knowledgeable… more
- Bank of America (Philadelphia, PA)
- …estate planning topics such as investments, retirement planning , educational planning , estate, gift, and tax planning , and risk management. ... advisors who are interested in addressing their clients' objectives regarding planning , personal philanthropy, and wealth transfer/ tax minimization. Key… more
- Ryder System (Trenton, NJ)
- …+ Financial planning and analysis + Operations finance + Treasury/capital markets + Other financial areas such as: pricing, acquisitions and asset management ... verbal) + Ability to multi-task/support several projects concurrently + Advanced level MS Excel skills + Working knowledge of...etc. + Contribute to the one and three-year strategic planning processes, capital budgeting and other projects such as… more
- Robert Half Finance & Accounting (Horsham, PA)
- Description Our client, a rapidly growing consulting firm specializing in tax planning and advisory services for small-midsized companies (often family owned) ... IPO etc.) seeks an accounting director (controller experience and/or heavy tax planning for HNW individuals/families and/or lucrative mid-sized businesses).… more
- Ryder System (Trenton, NJ)
- …technical expertise and hands on support in network analysis, design, planning , assessment, development, and implementation. Responsible for providing support for ... be configured and used to solve daily business problems + Exceptional advanced troubleshooting skills + Ability to create and maintain professional relationships… more
- Verint Systems, Inc. (Trenton, NJ)
- …Minimum of 10 years of progressive leadership experience + Knowledge of capital markets , accounting, finance, and tax + Technical experience in accounting ... innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to… more
- University of Pennsylvania (Philadelphia, PA)
- …with, and under the supervision of, the Executive Director of Planned Giving to market , solicit, and manage planned gifts for Penn Medicine. This includes gifts made ... events, etc.) with planned giving prospects as well as with their legal, tax , and financial advisors when applicable to cultivate, solicit, close, and steward… more
- Ryder System (Swedesboro, NJ)
- …controlling operational costs and an aggressive marketing strategy to include planning for future customer needs. Responsible for outside sales, customer retention, ... development (hiring, training, supervising and motivating). The results should increase market share, profits and overall rental growth. If you're motivated,… more
- University of Pennsylvania (Philadelphia, PA)
- …automation, reporting, and database management to support course management, academic planning , degree auditing, and survey administration. This position requires ... advanced skills in data analysis, visualization, and communication to...+ Produce statistical analyses and ad-hoc reports to inform planning and decision-making. + Design and maintain dashboards in… more
