Tax-Harvest Data Specialist
Dexian
Dexian is seeking a detail-oriented data entry specialist to process tax-harvesting requests and perform QC checks. You will work with Access, Excel, and Zendesk to maintain accuracy and completeness. You will communicate with internal partners and adhere to regulatory procedures, contributing to quality programs and productivity metrics. Based in Berwyn, PA, this role focuses on high-volume, precise data handling with a strong emphasis on accuracy and customer service. #J-18808-Ljbffr Dexian
- ...combines portfolio optimization, tax-aware investing, and... ...Capabilities such as tax-loss harvesting, investment screens, and personalized... ...investment platforms, and data capabilities to deliver... ...managing senior leaders and specialists across multiple functions.Proven...HarvestTaxFull timeShift work
- SolomonEdwards is seeking an Entry Level Tax/Accounting Associate in Wayne, PA for a hybrid role, three days on-site. You will review tax harvesting requests, handle account maintenance, and process financial data to support a major financial services firm. Requirements...HarvestTaxInternship
- Responsible for processing tax-harvesting requests received via web portal and email, and/or performing quality control checks to ensure accuracy... ...and completeness Perform high-volume, detail-oriented data entry with strong accuracy standards Communicate effectively with...HarvestTaxWorldwide
$24 - $25 per hour
...Position Summary: We are seeking an Entry Level Tax/Accounting Associate to join a nationally... ...in Wayne, PA. Review and process tax harvesting requests Manage multiple tax selling... ...process the company and client financial data. Reconcile and review accounts Analyze...HarvestTaxHourly payInternship3 days per week- ...System Rebalance portfolios, manage for cash/liquidity needs, and harvest losses in taxable accounts Work with 3rd party managers via... ...~ Demonstrated knowledge of portfolio construction and tax-efficient portfolio management strategies (i.e. asset location,...HarvestTaxPermanent employmentFull timeTemporary workWork experience placementWork at officeLocal areaFlexible hours
- ...comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy,... ...mutual funds, ETFs, and separately managed accounts, tax-loss harvesting and portfolio monitoring to meet cash needs. Tax - Coordinate the...HarvestTaxWork at officeLocal area
- This data analyst role will play a pivotal part in transforming complex data into clear, compelling narratives and actionable insights that support strategic initiatives, optimize the productivity of distribution stakeholders, and deliver business value. More specifically...Full timeWork experience placement
- Vanguard’s Flagship & Distribution Analytics team is expanding! We are seeking an experienced data analyst to support the Flagship Client segment and the Distribution organization. This role partners closely with business leaders to design strategies, influence outcomes...Full time
- ...connect them with exceptional professionals for this role. Analyzes data, assesses trends and develops actionable insights and... ...Trains and develops junior analysts. Role Summary The Data Analyst, Specialist is responsible for leveraging data-driven insights to support strategic...Work experience placement
- ResponsibilitiesLead the identification, design, documentation, implementation, and testing of AI and data controls across the AI and data lifecycle, translating emerging risks, governance standards, and regulatory requirements into effective and measurable control activities...Full time
- Bryn Mawr Trust (a WSFS Company) is seeking a Tax Manager, Personal Tax Services to lead the preparation of complex trust and individual returns and tax reporting for investment management accounts. The role requires 7+ years of trust tax experience, 3+ years of management...Tax
- Bryn Mawr Trust, a WSFS Company, seeks a Tax Manager, Personal Tax Services, to prepare complicated trust and individual tax returns and to oversee tax reporting for investment management accounts. The role requires 7+ years of trust tax experience, 3+ years of management...Tax
- What You'll Do:Serve as the primary risk SME for data-related risks across Personal Wealth.Provide independent guidance and challenge regarding data governance, data quality, lineage, data management, and analytics controls.Partner with product and technology leaders to...Full time
$75 per hour
...Our client, a leading organization in the financial services industry, is seeking a Tax Manager to join their team. As a Tax consultant you will be part of the Finance Department supporting the Tax Compliance and Management team. The ideal candidate will have strong analytical...TaxWeekly payTemporary workRemote workFlexible hours- ...marketing analytics to develop and refine human-centered AI models.Develop and optimize LLM, RAG, and agentic AI solutions, including data preparation, evaluation frameworks, prompt engineering, and model performance measurement.Partner with Product, Marketing, Analytics...Full time
$92.87k - $152.57k
...planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Tax Manager, Personal Tax Services, will be responsible for the preparation of complicated trust and individual federal, state and local...TaxLocal areaFlexible hours- ...RSalesforce Data Analyst (Open) Location: Radnor PA (Airgas HO) - Management How will you CONTRIBUTE and GROW At Airgas... ...dismemberment (AD&D) insurance Employee Assistance Program (EAP) pre-tax commuter transportation benefit parental leave vacation sick time...TaxFull timeTemporary workFor contractors
- We are seeking a detail-oriented and analytical professional to join our team as a Reporting and Data Analyst. In this role, you will support business operations by leveraging data to deliver meaningful insights, develop and maintain reports, and respond to end-user reporting...Full timeWork experience placement
- ...through our sustainability efforts. Job SummaryIn this role, you will be responsible to independently provide review of analytical data for GMP compliance, accuracy, completeness, and adherence to applicable procedures and regulatory requirements. This role also requires...Local areaRelocationFlexible hoursAfternoon shift3 days per week
- Data Management SpecialistJOB TITLE: Data Management SpecialistDEPARTMENT: Central Lab Services - ITFull-timeExton, PAPURPOSE: Manage... ...and transferred to our clients. Work with LIS Application Specialist to make sure those data elements are setup correctly in the system...Contract workWork experience placementWork at office
$1,884 - $2,084 per week
...MedStaff benefits represent the care and compassion we provide for our clients. • Health, dental, vision, life, disability benefits and 401k • Tax free stipends when applicable • Gym discounts • Weekly pay • $750.00 referral bonus Please apply or contract us at: or...TaxWeekly payFull timeContract workImmediate startFlexible hoursShift work- ...within the last 2 years. SkyBridge Healthcare offers industry leading benefits including: ~ Travel assistance ~ Weekly tax-free stipend ~ Medical, Dental, and Vision insurance ~24/7 support with a dedicated recruiter ~ This role may include a Completion...TaxWeekly payFull timeContract workImmediate startRelocation package
$2,488 per week
...wage and expected weekly travel expenses. The payment package is not a guaranteed salary or promise of payment, and does not include taxes, insurance, or other deductions that may occur. Subject to all terms and conditions of the employment offer. Benefits Every job...TaxHourly payFull timeContract workWork at officeShift workNight shift$1,026 per week
...Benefits: Medical, 401(k) with company match, and more! * Pay package is based on 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined for travel positions. Position Overview Type of Position: Description: Local...TaxHourly payFull timeContract workLocal areaImmediate startFlexible hoursShift work$15 per hour
...Job Summary The Cultivation Specialist provides on-site support to multiple gardens within a cannabis cultivation facility. As a... ...during the life stages of the plant, from propagation to pre-harvest. Cultivations Specialists may be cross-trained and asked to support...HarvestFull timeLocal areaImmediate start$140k - $205k
...Draft wills, revocable and irrevocable trusts, powers of attorney, and health care directives Advise clients on estate, gift, and tax planning strategies Administer estates and trusts, including probate filings and Orphans' Court matters Prepare Pennsylvania inheritance...TaxWork at office$90k - $150k
...Information We CollectYour Privacy ChoicesTeam OverviewThe Senior Data Analyst will report into a Senior Manager of Data Science &... ...eligible dependent coverage is available on select plans. Choose tax‑advantaged HSA and FSA accounts to make everyday care more affordable...TaxFull timeTemporary workWork experience placementWork at officeFlexible hours2 days per week$75k - $120k
...with the coordination, preparation, and review of SEC financial data filings to ensure they are filed timely and accurately. This requires... ..., representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating...TaxWork experience placementWork at officeRelocation package3 days per week- ...Advancement Services Associate to manage donor information systems and support the Development office in Bryn Mawr, PA. This role focuses on data entry, gift processing, and cross-team collaboration to ensure accurate, confidential donor records. The position involves...
- Senior Tax ManagerPosition OverviewWe are seeking a seasoned Senior Tax Manager to lead tax compliance, consulting, and planning for a diverse client portfolio that includes high net worth individuals (HNW/HNWI), partnerships, and corporations. The ideal candidate will...TaxLocal area
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