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22 results for Treasury Analyst in Wilmington, DE

Financial Analyst
  • Reading, PA
  • onsite
  • Temporary
  • 26.6 - 35 USD / Hourly
  • <p>We are looking for a detail-oriented Financial Analyst to join our team in Reading, Pennsylvania. This long-term contract position offers an excellent opportunity to contribute to the development and optimization of incentive pay programs and financial processes. The ideal candidate will bring a strong analytical mindset and expertise in financial systems to help drive effective decision-making and process improvements.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed analyses of bonus, commission, and incentive pay programs, presenting insights and recommendations to leadership.</p><p>• Create, manage, and optimize reports, dashboards, and metrics to track incentive pay usage and activity.</p><p>• Investigate market trends related to variable compensation and provide actionable suggestions.</p><p>• Collaborate in designing incentive programs that align with organizational goals and reward employee performance effectively.</p><p>• Oversee the administration of formal and discretionary awards processes.</p><p>• Assess existing pay processes and implement improvements to enhance efficiency.</p><p>• Provide analytical support for special projects as needed.</p><p>If interested, please send resume on a word document to Jim.Kirk@Roberthalf com</p>
  • 2026-02-26T00:00:00Z
Financial Analyst
  • Wilmington, DE
  • onsite
  • Permanent
  • 60000 - 65000 USD / Yearly
  • <p>Successful client located in the Wilmington, Delaware area seeks a Financial Analyst with manufacturing industry expertise. As the Financial Analyst, you will communicate financial insights and recommendations to stakeholders, develop financial models to predict the impact of rebate programs and profitability, prepare quarterly rebate accruals, track and monitor rebates status, conduct scenarios analysis and sensitivity testing, audit rebate pricing, identify opportunities to streamline rebate processes and improve, and ensure rebate programs comply with corporate policies and regulatory standards. </p><p><br></p><p>Responsibilities:</p><p>• Process and manage various rebate transactions to ensure accuracy and timeliness.</p><p>• Conduct detailed financial analyses to support pricing strategies and rebate offers.</p><p>• Prepare data-driven reports to assist in decision-making and sales optimization.</p><p>• Analyze financial variances and provide actionable insights to improve profitability.</p><p>• Utilize financial modeling techniques to forecast and evaluate business performance.</p><p>• Collaborate with cross-functional teams to align rebate strategies with company objectives.</p><p>• Apply data mining techniques to extract meaningful insights from complex datasets.</p><p>• Monitor rebate programs to ensure compliance with company policies and industry standards.</p><p>• Identify opportunities for process improvements in rebate and incentive management.</p><p>• Support US operations by contributing to customer journey enhancements and competitive positioning.</p>
  • 2026-02-18T00:00:00Z
Payroll Analyst
  • Philadelphia, PA
  • onsite
  • Permanent
  • 0 - 0 USD / Yearly
  • <p>Robert Half is currently working with an established organization on their search for Payroll Analyst with proven payroll reporting and analytical skills. This candidate will process high volume payroll, perform payroll reconciliations, identify payroll discrepancies, coordinate with the human resources department as needed, utilize Workday to process workflows, assist with system documentation, generate ad hoc reports, process payroll data, resolve payroll issues, prepare journal entries, and maintain the client database. This Payroll Administrator must possess excellent multi-tasking skills, strong organizational abilities, and solid time management skills. </p><p> </p><p>What you get to do daily</p><p>·      Review and enter payroll data</p><p>·      Process union payroll</p><p>·      Complete journal entries</p><p>·      Provide administrative support</p><p>·      Reconcile union dues</p><p>·      Assist with wage garnishments</p><p>·      Generate year-end statements</p><p>·      Process payroll taxes</p><p>·      Provide support the HR department</p>
  • 2026-02-24T00:00:00Z
Senior Financial Analyst
  • Wilmington, DE
  • onsite
  • Permanent
  • 0 - 0 USD / Yearly
  • <p>We have partnered with a financial institution on their search for a talented Senior Financial Analyst with proven Microsoft Power BI expertise. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P&amp;L, prepare balance sheets, manipulate data, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution.</p><p> </p><p>How you will make an impact</p><p>·      Analysis of financial and operations processes</p><p>·      Prepare financial analysis on cost drivers</p><p>·      Analyze and track KPIs</p><p>·      Create financial dashboards</p><p>·      Identify potential financial risks</p><p>·      Budgeting &amp; Forecasting</p><p>·      Financial Reconciliation </p><p>·      Process Improvement Initiatives </p><p>·      Reviewing/Creating complex financial models</p>
  • 2026-02-17T00:00:00Z
Sr. Financial Analyst
  • Wilmington, DE
  • onsite
  • Permanent
  • 0 - 0 USD / Yearly
  • <p>Our client is a growing manufacturer that is hiring a Senior Financial Analyst on a direct hire basis. The Senior Financial Analyst should have exceptional technology skills including but not limited to, Microsoft Excel/Access, and JD Edwards. In this Senior Financial Analyst role, you will analyze and report on past performance, industry trends, KPI’s, pricing and other key financial and operational data in order to advise management on the allocation of resources to best accomplish corporate goals. This is a high visibility role with opportunity for career and professional growth within the organization.</p><p> </p><p>Major Responsibilities</p><p>·      Analysis of financial and operations processes</p><p>·      Prepare reporting packages</p><p>·      Assist in closing process</p><p>·      Identify potential financial risks</p><p>·      ROI analysis</p><p>·      Compliance Management</p><p>·      Ad hoc projects</p><p>·      Develop and maintain financial reports in internal database</p><p>·      Annual Budgets/Monthly Forecast</p>
  • 2026-02-09T00:00:00Z
Sr. Financial Analyst
  • Pennsauken, NJ
  • onsite
  • Temporary
  • 36.1 - 41.8 USD / Hourly
  • We are looking for an experienced Senior Financial Analyst to join our team in Pennsauken, New Jersey. In this long-term contract position, you will play a key role in driving financial decision-making by analyzing complex data and providing actionable insights. This role requires a strong background in financial modeling, pricing strategies, and data analysis.<br><br>Responsibilities:<br>• Conduct detailed financial analyses to support business objectives and strategic decision-making.<br>• Develop and maintain financial models to forecast performance and evaluate opportunities.<br>• Perform variance analysis to identify trends and recommend improvements.<br>• Execute ad hoc financial analyses to address urgent business needs.<br>• Utilize advanced data mining techniques to extract and interpret complex datasets.<br>• Collaborate with cross-functional teams to provide financial insights and recommendations.<br>• Ensure accuracy in pricing strategies and align them with organizational goals.<br>• Monitor financial performance indicators and present findings to stakeholders.<br>• Prepare comprehensive reports summarizing analysis results and recommendations.<br>• Support continuous improvement efforts within the financial planning process.
  • 2026-02-20T00:00:00Z
Financial Sales Analyst
  • Hatfield, PA
  • onsite
  • Permanent
  • 75000 - 90000 USD / Yearly
  • <p>Our client is looking for a detail-oriented Financial Sales Analyst to join their team in the Lansdale, Pennsylvania area. This role focuses on delivering insightful financial analysis and reporting to support strategic sales initiatives in a dynamic, commodity-driven market. The ideal candidate will excel at leveraging data to enhance decision-making, optimize pricing strategies, and improve overall financial performance.</p><p><br></p><p>Responsibilities:</p><p>• Analyze weekly sales profit and loss statements to identify key variances and determine underlying causes.</p><p>• Lead budgeting and quarterly forecasting efforts, collaborating with stakeholders to ensure alignment with strategic goals.</p><p>• Partner with the Retail Sales VP and cross-functional teams on critical business initiatives.</p><p>• Provide support for pricing strategies, including broker commission reporting and margin analysis.</p><p>• Monitor commodity market trends, particularly in pork, to evaluate potential impacts on sales.</p><p>• Derive actionable insights from internal and external data to inform trade and promotional planning.</p><p>• Manage promotional accruals and maintain accurate customer and product hierarchies.</p><p>• Utilize advanced business intelligence tools to create dashboards and enhance reporting processes.</p><p>• Conduct data mining and analysis to uncover opportunities for improving financial performance.</p>
  • 2026-02-06T00:00:00Z
Budget Analyst
  • Mount Holly, NJ
  • onsite
  • Temporary
  • 27 - 29.7 USD / Hourly
  • <p>Our company is seeking a skilled Budget Analyst to join our finance team. In this role, you will be responsible for preparing, analyzing, and managing budgets across various departments to support organizational goals and ensure fiscal responsibility.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Develop, review, and monitor annual and quarterly budgets</li><li>Analyze financial data to identify trends, variances, and areas for improvement</li><li>Collaborate with department managers to ensure accurate forecasting and resource allocation</li><li>Prepare detailed financial reports and presentations for leadership</li><li>Assist in evaluating the effectiveness of budgeting processes and recommend enhancements</li><li>Ensure compliance with relevant financial regulations and company policies</li></ul>
  • 2026-02-17T00:00:00Z
Budget Analyst
  • Philadelphia, PA
  • onsite
  • Temporary
  • 26 - 28 USD / Hourly
  • <p>Robert Half is in search of a skilled Budget Analyst to join a team based in Philadelphia, Pennsylvania, on a long-term contract basis. This Budget Analyst role is essential for ensuring efficient financial management within a university setting. The successful Budget Analyst candidate will play a key role in budget preparation, financial reporting, and analysis to support organizational goals. Click the apply button today and become an integral part of a team. If you have any questions, please contact Robert Half at 215-568-4580 and mention job reference # 03720-0013392892.</p><p><br></p><p>As a Budget Analyst your responsibilities will include but aren’t limited too:</p><p>• Prepare comprehensive financial reports and summaries on a routine basis to support informed decision-making.</p><p><br></p><p>• Coordinate month-end and year-end close processes within the Budget Office.</p><p><br></p><p>• Assist departments in developing the annual budget for the college, ensuring alignment with institutional objectives.</p><p><br></p><p>• Analyze and interpret complex financial data to identify trends and provide actionable insights.</p><p><br></p><p>• Create and record journal entries to maintain accuracy in financial records.</p><p><br></p><p>• Update and maintain financial spreadsheets, schedules, reports, and calculations to ensure data integrity.</p><p><br></p><p>• Monitor organizational expenditures and develop projections for monthly and quarterly spending.</p><p><br></p><p>• Contribute to long-term budget planning and forecasting to meet strategic goals.</p><p><br></p><p>• Conduct variance analysis to explain discrepancies between budget, forecast, and actual figures.</p><p><br></p><p>• Support audits and respond to requests for financial data and surveys, ensuring accuracy and timely submission.</p><p><br></p><p><br></p>
  • 2026-03-02T00:00:00Z
Sr. Financial Data Analyst
  • Lancaster, PA
  • onsite
  • Permanent
  • 85000 - 95000 USD / Yearly
  • <p>We are looking for a skilled and detail-oriented Senior Financial Data Analyst to join our client&#39;s team in Lancaster County, Pennsylvania. In this role, you will leverage your expertise in financial analysis and data modeling to support strategic business objectives. The ideal candidate will have a strong analytical mindset, technical proficiency, and a passion for working with financial data to drive insights and improvements.</p><p><br></p><p>Responsibilities:</p><p>• Lead project planning and execution, ensuring tasks are delegated effectively and deadlines are met.</p><p>• Design and implement innovative processes and improvements to enhance operational efficiency.</p><p>• Develop and deliver training initiatives for team members on essential programs and tools.</p><p>• Create advanced SQL queries and formulas to analyze and manipulate complex datasets.</p><p>• Optimize data models in Oracle, Excel, and Power BI to improve performance and usability.</p><p>• Quickly adapt to new tools and technologies to support evolving project needs.</p><p>• Utilize extensive company knowledge or resourcefulness to locate and apply necessary information.</p><p>• Access and retrieve data efficiently from available data warehouses for analytical purposes.</p><p>• Collaborate with stakeholders to provide actionable insights through data visualization and analysis.</p><p>• Ensure the accuracy and integrity of financial data used for decision-making.</p>
  • 2026-03-03T00:00:00Z
Sr. Accountant/Financial Analyst
  • Reamstown, PA
  • onsite
  • Permanent
  • 85000 - 100000 USD / Yearly
  • <p>We are looking for a skilled Sr. Accountant/ Financial Analyst to join our team in Reamstown, Pennsylvania. In this role, you will take on a critical position supporting both operational finance activities and strategic planning initiatives. This is a hybrid opportunity that requires a balance of analytical expertise and collaboration to drive organizational success.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and evaluate monthly plant performance, identifying variances and proposing actionable solutions to support operational and financial goals.</p><p>• Implement standardized processes and reporting practices in alignment with global finance standards, ensuring timely and accurate delivery of operational metrics and key performance indicators.</p><p>• Lead and contribute to corporate initiatives aimed at improving productivity, tracking project outcomes, and providing financial models to support business cases.</p><p>• Coordinate the Medium-Term Plan and Annual Budget processes, managing planning calendars, forecasting updates, and conducting scenario modeling and variance analysis.</p><p>• Collaborate in the month-end close process by reviewing results, conducting balance sheet analyses, and ensuring alignment with operational performance.</p><p>• Support inventory tracking and analysis to optimize cost management and operational efficiency.</p><p>• Conduct ad hoc financial analyses to address urgent business needs and provide actionable insights.</p><p>• Partner with cross-functional teams to drive continuous improvement initiatives and enhance overall financial performance.</p><p>• Assist in the adoption and rollout of financial systems and tools to improve reporting accuracy and efficiency.</p>
  • 2026-02-15T00:00:00Z
Test Analyst
  • Norristown, PA
  • onsite
  • Temporary
  • 0 - 0 USD / Yearly
  • We are looking for an experienced Test Analyst to join our team on a contract basis. In this role, you will be responsible for ensuring the accuracy and functionality of Workday systems, particularly focusing on purge functionality and data retention processes. Based in King of Prussia, Pennsylvania, this position requires close collaboration with compliance and configuration teams to meet organizational and regulatory standards.<br><br>Responsibilities:<br>• Develop and maintain detailed test plans and procedures tailored to Workday system integration and purge functionality.<br>• Create and execute test scripts while generating relevant test data to support validation processes.<br>• Oversee all testing activities, including documentation, issue tracking, and reporting progress.<br>• Validate data retention and purge logic to ensure compliance with audit requirements.<br>• Conduct usability tests to assess system performance, scalability, reliability, and security.<br>• Collaborate with configuration and compliance teams to guarantee comprehensive testing coverage.<br>• Track and document test results, providing regular updates to project managers and leads.<br>• Identify and escalate issues encountered during testing to appropriate stakeholders.<br>• Participate in meetings and contribute status updates to ensure project alignment.
  • 2026-02-27T00:00:00Z
Business Analyst
  • Malvern, PA
  • onsite
  • Contract / Temporary to Hire
  • 66.5 - 77 USD / Hourly
  • We are looking for an experienced Business Analyst to join our team in Malvern, Pennsylvania. This Contract to permanent position is ideal for a detail-oriented individual skilled in data governance and business analysis, with strong communication and problem-solving abilities. The role offers an opportunity to work closely with stakeholders to translate complex data and business requirements into actionable solutions.<br><br>Responsibilities:<br>• Conduct thorough business requirement analysis, including use case development, gap analysis, and process mapping to identify areas for improvement.<br>• Implement and support data governance frameworks to ensure data quality and compliance.<br>• Collaborate with cross-functional teams to translate intricate business needs and data insights into practical strategies.<br>• Facilitate communication between technical and non-technical stakeholders to align project objectives.<br>• Leverage expertise in Azure, Snowflake, and other relevant platforms to enhance data-driven decision-making.<br>• Serve as a critical thinker and problem-solver, addressing challenges with innovative solutions.<br>• Maintain a strong focus on the financial services industry, ensuring relevant insights and strategies.<br>• Ensure on-site presence four days a week to foster collaboration and project success.
  • 2026-02-23T00:00:00Z
Pension Analyst
  • Plymouth Meeting, PA
  • onsite
  • Permanent
  • 60000 - 65000 USD / Yearly
  • <p>Successful client located outside of the Philadelphia Suburbs seeks a tech savvy Pension Analyst with 401K analysis experience and strong understanding of pension laws. As the Pension Analyst, you will analyze and prepare audit pension plans, engage with clients on establishing pension planning, provide guidance on investment options, maintain client records, review fund activities, prepare financial reports, and keep abreast on trends and changes in pension regulations and compliance. The Pension Analyst will develop efficient programs while proving cost effective suggestions to keep within budget.</p><p><br></p><p>How you will make an impact</p><ul><li>Pension &amp; Benefit Administration</li><li>Organize and maintain client files</li><li>Prepare pension planning recommendations</li><li>Assist clients with pension options</li><li>Monitor and review client tax returns, loans &amp; financial statements</li><li>Stay abreast of pension trends, regulations and compliance</li><li>Implement communication strategies</li><li>Provide pension documentation where needed</li><li>Generate pension planning recommendations</li><li>Prepare internal and external reporting</li><li>Maintain updates on new laws, trends and developments</li><li> Ensure compliance with federal and state laws</li></ul>
  • 2026-02-10T00:00:00Z
Supply Chain Analyst
  • Middletown, DE
  • onsite
  • Permanent
  • 85000 - 100000 USD / Yearly
  • <p>Specialized, services provider seeks a Supply Chain Analyst with advanced Microsoft Excel skills. This Supply Chain Analyst will be responsible for evaluating and optimizing the supply chain process, collecting and analyzing data to identify inefficiencies, reviewing contracts and bid proposals, forecasting demand and recommending inventory levels, collaborating with various departments to improve logistics, tracking key performance indicators, implementing and maintaining new supply chain technologies, and maintaining strong relationships with vendors and negotiating favorable terms. The ideal Supply Chain Analyst for this role should have excellent communication skills, great sourcing skills, and the ability to multi-task in a fast-paced environment.</p><p><br></p><p>Major Responsibilities</p><p>·      Monitoring compliance for accurate documentation of supply chain processes and policies</p><p>·      Recommend inventory levels to prevent overstock or shortages</p><p>·      Identify bottlenecks and recommend solutions to improve workflow</p><p>·      Create bidding proposals for materials/goods and services</p><p>·      Research and identify new internal control policies</p><p>·      Evaluate supplier performance and suggest improvements</p><p>·      Develop contingency plans to mitigate supply chain disruptions</p><p>·      Present findings and recommendations to senior management</p>
  • 2026-02-24T00:00:00Z
M&A Analyst
  • Pennsauken, NJ
  • remote
  • Permanent
  • 100000 - 150000 USD / Yearly
  • <p>Rapidly growing client seeks a proactive and strategic M&amp;A Analyst to oversee financial operations for their distribution business. The M&amp;A Analyst will be responsible for budgeting, financial planning, cash flow management, and providing financial insights to support business decisions. In this role, you will also perform ROI analysis, create and maintain complex financial models, provide leadership where needed, develop KPIs, monitor financial performance, develop and implement cost-reduction strategies and financial control, and provide management with strategic plans for long-term financial benefits for the organization. We ideally want a candidate who can own all aspects of the financial management function, possess strong P&amp;L expertise, and advanced budgeting skills.</p><p><br></p><p>What you get to partake in:</p><p>·      Oversee day-to-day financial operations including general accounting, budgeting, and forecasting</p><p>·      Collaborate with internal teams to access financial performance and cost efficiency</p><p>·      Analyze financial data and prepare monthly, quarterly, annual reports</p><p>·      Coordinate with management team on profit loss analysis</p><p>·      Report on various investment analysis</p><p>·      Develop financial models and pricing strategies to support sales and margin improvement</p><p>·      Implement internal controls and financial procedures to safeguard company assets</p>
  • 2026-02-11T00:00:00Z
Senior Director of Accounting & Treasury
  • Norristown, PA
  • onsite
  • Permanent
  • 175000 - 200000 USD / Yearly
  • <p>Robert Half has partnered with a service provider on their search for a Senior Director of Accounting and Treasury with significant change management expertise, strong technical accounting knowledge, and proven ERP systems experience. The Senior Director of Accounting and Treasury will oversee financial forecasting while leading accounting operations, manage cash flow reporting, provide insights and recommendations to support strategic business decisions, assist with month end close activities, coordinate internal and external audits, manage relationships with financial institutions, and monitor and manage the company’s investment portfolio and interest rate risk exposure. This Senior Director of Accounting and Treasury role will ensure the company maintains optimal liquidity, minimizes financial risk, and supports business objectives through effective capital and debt management.</p><p> </p><p>Primary Duties</p><p>·      Develop and implement strategies for cash flow forecasting, liquidity management, and short-term borrowing/investing</p><p>·      Manage daily cash operations, including bank account management, wire transfers, and cash positioning.</p><p>·      Oversee relationships with financial institutions, negotiating terms, fees, and services to optimize banking performance.</p><p>·      Evaluate and execute debt financing and capital structure strategies, including loan agreements and covenant compliance.</p><p>·      Monitor financial markets and assess economic trends to inform treasury decisions and risk mitigation.</p><p>·      Ensure compliance with internal controls, policies, and regulatory requirements related to treasury operations.</p><p>·      Lead treasury-related financial reporting and analysis for executive leadership and the board.</p><p>·      Collaborate with accounting, tax, legal, FP&amp;A, and other departments to support strategic initiatives and ensure accurate financial reporting.</p>
  • 2026-02-24T00:00:00Z
Data Analyst
  • Philadelphia, PA
  • onsite
  • Temporary
  • 35 - 40 USD / Hourly
  • <p>Job Summary</p><p>We are seeking a motivated and analytical Data Analyst to support product quality, device performance, and customer experience improvements across a large consumer device ecosystem. In this role, you will help drive data‑informed decisions by analyzing telemetry, reliability KPIs, and customer satisfaction trends. You’ll collaborate closely with engineering, operations, and customer experience teams to ensure data accuracy, generate actionable insights, and support strategic initiatives that help enhance overall device reliability.</p><p>This role is ideal for someone who thrives in cross‑functional environments, enjoys solving complex problems, and can translate data into compelling, executive‑ready insights.</p><p><br></p><p>Key Responsibilities</p><ul><li>Analyze device performance data, reliability KPIs, telemetry metrics, and CSAT feedback to identify improvement opportunities.</li><li>Support key initiatives related to error tracking, ticket resolution trends, and release impact assessments.</li><li>Partner with stakeholders across engineering, operations, and customer experience to align priorities and ensure timely delivery of insights.</li><li>Create compelling presentations and executive‑level decks to communicate data findings and recommendations.</li><li>Participate in working groups tackling high‑impact reliability issues, contributing to root cause analysis and solution tracking.</li><li>Assist in expanding global data capabilities through improved data access, partnerships, and data enablement initiatives.</li></ul>
  • 2026-02-16T00:00:00Z
Trust Tax Manager
  • Wilmington, DE
  • remote
  • Permanent
  • 0 - 0 USD / Yearly
  • <p>We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely preparation of trust tax returns, as well as providing tax planning and advisory services, reviewing trust documents and financial statements, providing tax support, monitoring the remittance of tax payments, corresponding with internal and external tax advisors, and ensuring tax reporting complies with federal and state laws. This candidate will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust execution. </p><p><br></p><p>Primary Responsibilities</p><p>·      Manage individual and corporate trust accounts</p><p>·      Assist with IRS filing systems</p><p>·      Keep abreast of all Trust rules and regulations</p><p>·      Identify and mitigate potential risk issues</p><p>·      Assist with client tax filing</p><p>·      Initiate the auditing process</p><p>·      Source and build prospect client pipeline</p><p>·      Build strong relationships with outside wealth advisors</p>
  • 2026-02-24T00:00:00Z
Tax Manager
  • Hockessin, DE
  • onsite
  • Permanent
  • 125000 - 155000 USD / Yearly
  • <p>Robert Half has partnered with a growing financial services firm on their search for a Tax Manager. This role will consist of assisting with preparing complex tax returns, compiling supporting financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager must have the ability to review legal documents, knowledge of general ledger systems, and the ability to maintain preserve confidentiality. The role involves working closely with both internal departments and third-party tax return preparers to ensure the company&#39;s compliance with federal and state income tax laws and regulations. </p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Interpret trust instruments and related documents to ascertain the correct tax classification of each account and the subsequent reporting obligations, while keeping these records up to date</p><p>• Develop and manage the company&#39;s interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by clients</p><p>• Coordinate with the Trust Department to organize and facilitate the delivery of financial records to all tax preparers for the creation of estimated and final income tax returns; Supervise and ensure the timely filing of all returns</p><p>• Stay abreast with changes in laws that could impact the company&#39;s accounts and provide timely updates to Trust Officers and senior management</p><p>• Collaborate closely with the Director of Partnership Financial Reporting &amp; Tax to identify and address issues and events that impact client accounts who invest in those partnerships</p><p>• Identify opportunities to improve the tax process</p><p>• Utilize Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other relevant tools to carry out accounting functions and compliance</p><p>• Apply knowledge and skills in Public Accounting, Public Accounting Tax, Partnership Taxation, Trust tax, Trust Tax Returns, and Entity Formation</p><p>• Perform duties related to the Annual Income Tax Provision and auditing</p><p>• Carry out other tasks as assigned to ensure the smooth running of the department.</p>
  • 2026-02-24T00:00:00Z
Tax Manager
  • West Chester, PA
  • onsite
  • Permanent
  • 125000 - 150000 USD / Yearly
  • <p>Investment firm located in the West Chester, PA area seeks a Tax Manager with public accounting expertise. This Tax Manager will play a critical leadership role overseeing tax engagements for a diverse portfolio of clients. The responsibilities of this role include: managing tax planning, compliance, managing and mentoring staff, reviewing/preparing individual, trust and business tax returns, overseeing tax audits, researching business initiatives, and mitigating tax risks. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and regulations, strong analytical and problem-solving skills, and the ability to manage multiple priorities and meet deadlines.</p><p><br></p><p>What you get to do everyday</p><p>·      Prepare tax journal entries, ensuring compliance within tax provisions</p><p>·      Identify and mitigate tax risks</p><p>·      Develop and implement strategic tax planning</p><p>·      Review tax returns and quarterly/yearly projections</p><p>·      Maintain and update the organization’s tax policies and documentation</p><p>·      Review and analyze financial statements</p><p>·      Monitor and interpret changes in tax legislation</p><p>·      Coordinate tax audits</p><p>·      Oversee special tax related projects</p>
  • 2026-02-11T00:00:00Z
Tax Manager
  • Wilmington, DE
  • onsite
  • Permanent
  • 120000 - 140000 USD / Yearly
  • <p>Prestigious firm located in the Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high-net-worth businesses or individuals. The Tax Manager will be responsible for answering and researching legal/trust related tax inquiries, ensuring compliance with tax laws, managing tax-related matters, advising on tax strategies for trust accounts/estates/etc., preparing and filing federal, state and local tax returns for trust/estates/individuals, providing technical assistance when needed, and collaborating with legal and investment professionals to address tax implications and transactions. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and regulations, strong analytical and problem solving skills, and the ability to manage multiple priorities and meet deadlines.</p><p><br></p><p>What you get to do everyday</p><p>·      Timely preparing and filing of all tax returns</p><p>·      Identify and mitigate tax risks</p><p>·      Review tax returns and quarterly/yearly projections</p><p>·      Develop tax strategies</p><p>·      Assist with international tax and transfer pricing</p><p>·      Implement best practices and improvements</p><p>·      Coordinate tax audits</p><p>·      Review and process Form 1041</p><p>·      Review staff tax transactions</p><p>·      Oversee special tax related projects</p>
  • 2026-02-09T00:00:00Z