Top 520 Advisor financial services Jobs in Perkasie Pa

Tax Manager
SD Associates PC —Elkins Park, PA
- $120,000 - $160,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Office
- Disability insurance
- Health insurance
Quick Apply
Senior Loan Officer – Short-Term Rental & DSCR Specialist
Confidential —King of Prussia, PA
- $80,000 - $200,000 a year
- Full-time
- Residential
- In-person
- Senior level
- Flexible schedule
Quick Apply
2d
Financial Advisor - Southeastern PA
Thrivent —Philadelphia, PA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Warehouse Operations Director
SHEIN —Philadelphia, PA
- $130,000 - $150,000 a year
- Full-time
- Bachelor's degree
- Business Administration
- Training & development
- Health savings account
- AD&D insurance
Quick Apply
Territory Sales Consultant, Bethlehem
IGS Energy —Bethlehem, PA
- $55,000 - $100,000 a month
- Full-time
- Background check
- Clean driving record
- Driver's License
- Paid training
- Wellness program
Quick Apply
Financial Advisor
Northwestern Mutual - Eastern Pennsylvania —King of Prussia, PA
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
CNO Financial Advisor - Hybrid Remote (PA)
CNO Financial Group, Inc. —King of Prussia, PA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Sr. Product Owner (Financial Services / FTE / Hybrid / Onsite Interview Preferred)
NTT DATA Americas, Inc. —King of Prussia, PA
- $87,720 - $131,580 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Finance
- Health savings account
- AD&D insurance
Client Service Specialist
Ameriprise Financial —Allentown, PA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
3d
Marketing Integration Project Manager
Daley and Associates —Wayne, PA
- $55 - $66 an hour
- Email
- Hybrid work
- 5 years
- Office
- Bachelor's degree
Quick Apply
4d
CNO Financial Advisor - Hybrid Remote (PA)
CNO Financial Group, Inc. —Allentown, PA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Senior Outside B2B Sales Executive
Wholesale Payments —Pennsylvania
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Participant Engagement Consultant
Ascensus —Philadelphia, PA
- Online Application
- Spanish
- Public speaking
- English
- 401(k)
Financial Representative
Northwestern Mutual —Center Valley, PA
- $90,000 - $170,000 a year
- Choose your own hours
- Background check
- Bachelor's degree
- Criminal background check
- Health insurance
- Dental insurance
Quick Apply
Personal Lines Account Manager
Community Financial System, Inc. —Bethlehem, PA
- $22.60 - $33.93 an hour
- Full-time
- Hybrid work
- 18 years or older
- Word processing
- Mid-level
- Paid holidays
- Health insurance
Wealth Management Trainee (PA)
Bankers Life —Allentown, PA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Marketing Project Manager
Daley and Associates —Norristown, PA
- $55 - $66 an hour
- Email
- Hybrid work
- 5 years
- Bachelor's degree
- Senior level
Quick Apply
3d
Personal Banker
KeyBank National Association —Maple Glen, PA
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
Senior Manager, Clinical Operations - FSP Resource & Vendor Management
CSL —King of Prussia, PA
- $170,000 - $201,000 a year
- Full-time
- Hybrid work
- 8 years
- Bachelor's degree
- Continuous improvement
Wealth Management Trainee (PA)
Bankers Life —Bensalem, PA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply

I want to receive the latest job alert for advisor financial services in perkasie pa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

advisor financial services jobs near perkasie pa

Financial Advisor jobs in King Of Prussia, PA

Commercial Lines Account Manager jobs in Bethlehem, PA

Management Trainee jobs in Allentown, PA

Financial Advisor jobs in Philadelphia, PA

Senior Sales Executive jobs in Pennsylvania

Financial Advisor jobs in Allentown, PA

Academic Advisor jobs in Washington, DC

Academic Advisor jobs in Oklahoma City, OK

Financial Advisor jobs in Cincinnati, OH

Financial Reporting jobs in Remote

Financial Advisor jobs in Wichita, KS

Financial Advisor jobs in Tampa, FL

Financial Advisor jobs in Kalispell, MT

Financial Advisor jobs in Vero Beach, FL

Utility Lines Construction jobs in North Carolina

Senior Account Clerk jobs in New York State

Commercial Lines Account Manager jobs in Texas

Account Executive jobs in Austin, TX

Account Executive jobs in Seattle, WA

Commercial Lines Account Manager jobs in San Antonio, TX

Tax Manager

SD Associates PC -
Elkins Park, PA

Quick Apply

Job Details

Full-time
$120,000 - $160,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Work from home
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

CPA
Multitasking
Public accounting
Professional ethics
Research
Bachelor's degree
Attention to detail
Managing accounting teams
Mentoring
Accounting firm experience
Leadership
Taxation
Tax experience
Time management

Full Job Description

Tax Manager

SD Associates P.C., a leading CPA firm renowned for providing exceptional tax and advisory services to a diverse clientele, is seeking a Tax Manager to join our team. With a commitment to excellence, we strive to deliver comprehensive solutions that exceed our clients' expectations and contribute to their long-term success. We are looking for an individual who is career-minded and willing to learn, work hard, develop, and grow, and who sees themselves as an integral member of the team and a trusted business advisor.

This position is full-time and will work from our office in Elkins Park, with hybrid flexibility.

Why Choose S.D. Associates, P.C.?

At SD Associates, P.C. you’ll work with a top-notch team of knowledgeable professionals with over 3 decades of experience and will have the opportunity to create rewarding relationships with clientele and staff alike. We service business, professional, and personal clients in various industries throughout the Tri-State area, and with our growing list of clientele comes significant growth potential as well as non-traditional career path options for qualified candidates.

Unlike many large firms, our atmosphere is accessible and family-oriented with an ongoing open-door policy. We’re not just looking for new staff members - we are looking for like-minded individuals who will become a valuable part of our team.

What we offer:

Competitive salary: $120,000.00- $160,000.00 per year
Health, dental, and vision insurance
401(k) / matching
LT Disability and life insurance
Flexible spending plan
Paid time off
Flexible scheduling, including summer hours
On-site continuing education
Limited travel required
Low partner-to-staff ratio, which allows partners to work closely with team members

About the Position:

We are seeking an experienced and dynamic Tax Manager to join our team of skilled professionals. The Tax Manager will play a crucial role in leading our tax department, overseeing a team of tax professionals, and providing strategic tax planning and compliance services to clients.

Responsibilities include:

Provide high quality tax services to entrepreneurial businesses and individuals.
Prepare and manage tax engagements.
Review complex tax returns, including individual, corporate, partnership, and trust returns, to ensure accuracy and compliance with federal, state, and local tax laws and regulations.
Serve as a primary point of contact for clients, addressing their tax-related inquiries and providing proactive advice to minimize tax liabilities and optimize financial outcomes.
Provide strategic tax planning and advisory services to clients, including identifying tax-saving opportunities and recommending tax-efficient structures for business transactions.
Collaborate with partners and other department heads to develop and implement tax strategies that align with clients' overall financial goals.
Research and interpret tax laws and regulations to stay abreast of changes and developments and communicate potential impacts to clients and internal stakeholders.
Devise and implement tax strategies and advise clients on the tax impact.
Ability to supervise and mentor a team of tax accountants and specialists.

Requirements:

Minimum of 8 years of public tax experience, including previous experience working for a CPA firm
Bachelor’s degree in accounting and a CPA license and/or a Master of Science in Taxation
Working knowledge of Internal Revenue Code and experience with the IRS
Self-motivated and detail-oriented
Excellent time management and organizational skills
Ability to multi-task in a fast-paced environment
Leadership and mentoring skills, with the ability to manage engagements
Ability to adhere to a high degree of professional standards and client confidentiality

If you are a skilled Tax Manager with previous experience working for a CPA firm and are seeking a new opportunity where you can have a positive impact on a company and its team members, we strongly encourage you to apply. We offer a competitive salary, excellent benefits, growth potential, and the opportunity to work with an accomplished team of knowledgeable tax professionals.

S.D. Associates provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Job Type: Full-time

Pay: $120,000.00 - $160,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance
Work from home

Application Question(s):

Do you currently work or have you previously worked for a CPA firm?

Education:

Bachelor's (Required)

Experience:

Public accounting: 8 years (Preferred)

License/Certification:

CPA (Preferred)

Work Location: Hybrid remote in Elkins Park, PA 19027

Quick Apply

Refine Your Search

advisor financial services jobs in perkasie pa

Tax Manager

Senior Loan Officer – Short-Term Rental & DSCR Specialist

Financial Advisor - Southeastern PA

Warehouse Operations Director

Territory Sales Consultant, Bethlehem

Financial Advisor

CNO Financial Advisor - Hybrid Remote (PA)

Sr. Product Owner (Financial Services / FTE / Hybrid / Onsite Interview Preferred)

Client Service Specialist

Marketing Integration Project Manager

CNO Financial Advisor - Hybrid Remote (PA)

Senior Outside B2B Sales Executive

Participant Engagement Consultant

Financial Representative

Personal Lines Account Manager

Wealth Management Trainee (PA)

Marketing Project Manager

Personal Banker

Senior Manager, Clinical Operations - FSP Resource & Vendor Management

Wealth Management Trainee (PA)

I want to receive the latest job alert for advisor financial services in perkasie pa

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected