Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesPhiladelphia, PA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Product & Strategic Lead - Cash Services, MD - State Street Alpha State Street CorpProduct & Strategic Lead - Cash Services, MD - State Street AlphaPA$170,000–$267,500 / yearThis global business lead is responsible for managing an effective business across senior leadership within Global Delivery, Global Sales, Global Client Management, Alpha organizations, and our technology partners. Provide executive leadership and oversight of the Cash Product Optimization organization, ensuring the team operates as a true product development function focused on feature design, roadmap execution, scalability, and reuse.
Tax Director - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Director - Financial Services State and Local Tax (SALT)Philadelphia, PAMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Legal Advocate, Victim Services SENIOR LAW CENTERLegal Advocate, Victim ServicesPhiladelphia, PAAssist project staff with case-related tasks including but not limited to: preparing and mailing retainers and letters, drafting court documents communicating with clients or third parties via telephone, email, text message or other by other meansassisting in preparation of case files for hearing/trial assisting in maintenance of case files and case management database providing support to attorneys at court, as needed conducting home visits to frail or homebound clients handling other case or client related tasks as necessary. Handle all aspects of client intake, including, but not limited to: retrieving, transcribing and performing prescreen data entry in the case management system screening and interviewing walk-in clients in coordination with Intake staff conducting client interviews by telephone or in person to screen for eligibility for services scheduling, canceling and confirming client appointments reviewing on-line intake and/or e-transfers reviewing agency-wide project-related checklists with project clients.
Financial Services Sales Representative - Annuities Lincoln National CorpFinancial Services Sales Representative - AnnuitiesRadnor, PA$44,800–$81,400 / yearAs the Financial Services Sales Representative, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
Client Success Executive, Northeast The Vanguard GroupClient Success Executive, NortheastMalvern, Pennsylvania4. Facilitates the creation of service solutions for clients, requiring cross-team connections to address gaps in process or services that are not easily defined or clearly owned by any single team. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Executive Director, Chase Auto Customer and Client Experience Strategy JPMorgan Chase & CoExecutive Director, Chase Auto Customer and Client Experience StrategyWilmington, DEAs part of the JPMorganChase franchise, we serve vehicle manufacturers, auto dealers, and consumers with a comprehensive suite of financial products and services-from retail lending and captive financing to commercial offerings such as floorplan products and treasury services, including deposits, cash management, and payment processing. As the Executive Director, Customer and Client Experience Strategy within Auto, you will lead a team of program managers and analysts responsible for defining and delivering best-in-class, end-to-end experiences across key journeys, including acquisition, onboarding, servicing, and end-of-term.
Senior Project Manager Presidio IncSenior Project ManagerKing of Prussia, PAPresidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. Senior Project Managers are expected to communicate effectively across all levels of the organization and project teams, while acting as trusted advisors to our clients - bringing a consultative mindset, business insight, and a customer-first approach to every engagement.
Assistant Community Manager - Tax Credit Pratum CompaniesAssistant Community Manager - Tax CreditPhiladelphia, PAFull timeWe are seeking an experienced and results-driven Assistant Community Manager to oversee leasing operations at our affordable housing community governed by mixed market and Low-Income Housing Tax Credit (LIHTC) regulations. This role is non-exempt with a pay rate of $20 an hour for a new employee depending on a number of relevant factors including individuals’ experience, qualifications, knowledge, skills, abilities, client/property or company budgetary limitations/guidelines, and other job-related company and market considerations.
Index Client Services Analyst Nasdaq IncIndex Client Services AnalystPhiladelphia, PA$65,000–$114,000 / yearAs an Index Client Services Analyst reporting to [Hiring Manager Title], you''ll play a key role in supporting some of the world''s largest financial institutions as they rely on Nasdaq''s global index products. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.
Senior Accountant, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Accountant, Client Accounting Services (CAS) - Not for ProfitPhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Family OfficePhiladelphia, PennsylvaniaResponsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LPAssociate, Client Accounting Services (CAS) - Not-for-ProfitPhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate- Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate- Client Accounting Services, Real EstatePhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate - Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate - Client Accounting Services, Real EstatePhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Principal Managed Services, Growth SaaS and Life Sciences Baker Tilly Advisory Group, LPPrincipal Managed Services, Growth SaaS and Life SciencesPhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Practice Manager - Managed Services Baker Tilly Advisory Group, LPPractice Manager - Managed ServicesPhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Experienced Manager, Strategic Projects, Accounting Advisory Services BDO USA PCExperienced Manager, Strategic Projects, Accounting Advisory ServicesCherry Hill, NJ$125,000–$145,000 / yearGathers information necessary from the client to execute on engagements; maintains a running list of information that is needed and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable and creates, develops, and maintains strong business relationships with clients, both internal and external. Begins to understand how projects operate effectively when using a work plan that follows best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress).
Senior Manager, Market Access & Patient Support Services Jazz Pharmaceuticals PlcSenior Manager, Market Access & Patient Support ServicesPhiladelphia, PARemote$141,600–$212,400 / yearThe successful candidate may also be eligible for a discretionary annual cash bonus or incentive compensation (depending on the role), in accordance with the terms of the Company's Global Cash Bonus Plan or Incentive Compensation Plan, as well as discretionary equity grants in accordance with Jazz's Long Term Equity Incentive Plan. Partner closely with the Market Access & Patient Support Services Global Capability Owner to design solutions that solve business problems, providing technical insight on what the technology can and cannot do, effort levels, and tradeoffs.
NewFTZ Client Import Analyst Livingston International Inc.FTZ Client Import AnalystPARemote$25.22–$38.94 / hourCreate and proactively maintain the client tariff database, ensuring all associated system maintenance files/information, associated vendors and keywords are accurate and current in order to take advantage of data defaults for accurate quality output and one-step processing. Working towards/or successful completion of the Certified Customs Specialists (CCS) designation with the Canadian Society of Customs Brokers (CSCB) or the National Customs Brokers & Forwarders Association of America (NCBFAA) is a requirement, if not already obtained.