Tax Principal $150k-$200k
$150k - $200kWhitman Advisory Job Community
Whitman Advisory is currently hiring for a Tax Principal to play a key leadership role within a Small Business Advisory practice in Wilmington, Delaware. This team works primarily with small businesses, providing hands‑on advisory, tax, and accounting support while serving as an integral part of each client’s financial team. The Tax Principal will contribute to the successful completion of client engagements, manage client relationships, support business development efforts, and help mentor and develop team members. This is an excellent opportunity for a tax professional who enjoys building strong client relationships, working in a diverse client‑service environment, and providing strategic guidance to small business owners. Responsibilities Develop and manage client relationships while identifying new business opportunities that contribute to growth and development Work with engagement teams to successfully service clients across multiple industries Oversee the successful completion of client engagements, including tax compliance, research, correspondence, and planning Develop a strong understanding of each client’s business and industry Review and prepare clear, concise working papers Analyze issues of diverse scope, including situations requiring evaluation of various factors and current business trends Develop effective working relationships with internal teams and external clients Assist with client development and retention, including identifying opportunities to cross‑sell services Assist clients with special projects such as budgeting, cash flow projections, and tax planning Deliver projects and engagements on time, within budget, and to the client’s satisfaction Lead, train, and mentor staff, including providing oversight on client engagements and delivering evaluative feedback Required Qualifications Bachelor’s degree in Accounting or a related field CPA or EA certification required Minimum of seven years of recent, relevant CPA firm experience Proven ability to mentor, lead, and develop team members Demonstrated ability to develop and sustain business relationships to support client growth Proficiency with Microsoft Office Suite, including Teams and Outlook Willingness and ability to travel as needed #J-18808-Ljbffr Whitman Advisory Job Community
- Whitman Advisory in Wilmington, Delaware seeks a Tax Principal to lead the Small Business Advisory practice. The role focuses on hands-on advisory, tax and accounting support, and client relationship management within a diverse client base of small businesses. The Tax Principal...PrincipalTax
- ...move, you can take your job with you. The Opportunity Up to $150k sign-on bonus for qualified candidates. Seeking Board Eligible... ...models allows a K-1 status pay structure, allowing high tax deductions Extraordinary 401K Plan with high tax reduction and...TaxSeasonal workLocal areaRelocation package
- Bryn Mawr Trust Co. in Delaware seeks a Tax Manager for Personal Tax Services to oversee the preparation of complex trust and individual federal, state, and local returns and tax reporting for investment accounts. The role requires 7+ years of trust tax experience, strong...TaxLocal area
- Bryn Mawr Trust, a WSFS Company, is seeking a Tax Manager for Personal Tax Services to lead and oversee the preparation of complex trust and individual federal, state, and local tax returns. The role collaborates with wealth advisors, portfolio managers, and tax colleagues...TaxLocal area
- ...legal documents, strong organization, and clear communication with beneficiaries, estate attorneys, executors, personal representatives, tax partners, trust officers, and internal teams. Your ability to assess information, solve problems, prioritize competing deadlines, and...TaxFull timeWork at office
$260k - $365k
...State and Local Tax (SALT) Associate AttorneyDirect Counsel is seeking a State and Local Tax (SALT) Associate to join a nationally recognized, full-service law firm with a strong and collaborative tax practice. This position offers the opportunity to work with a cross-...TaxWork at officeLocal areaRemote workDirect Counsel
Wilmington, DE2 days ago- ...estate-planning techniques. Explanation of how various transition strategies affect a company's capital structure and the owners' tax positions (e.g., redemptions, dividend recapitalizations, equity grants). Experience navigating behavioral and family dynamics with...TaxWork at office
- ...service.Respond to requests from beneficiaries including request for discretionary distributions. Obtain supporting documents such as tax returns and budgets. Prepare discretionary distribution request outlining the dispositive provisions and other relevant language in...TaxWork from homeShift workDay shift
Bank of America
Wilmington, DE1 day ago - Job Overview A law firm seeks a State and Local Tax Associate in Wilmington, DE. This role offers the opportunity to work on complex tax matters across various industries and jurisdictions, collaborating with a cross-office team to provide strategic client solutions. Duties...TaxWork at officeLocal area
$92.87k - $152.57k
## Tax Manager, Personal Tax ServicesApplylocations: Berwyn, PA: Wilmington, DEtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R-103900**Job Description**Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions...TaxLocal areaFlexible hours- ..., MAHybridFull Time$140k - $170kA product development and engineering consultancy in Wilmington, MA is hiring a full-time, hybrid Principal Electrical Engineer Manager to lead the design and development of cutting-edge medical devices, robotics systems, and embedded electronics...PrincipalFull time
$88k - $246.95k
...effective estate-planning techniques.Explanation of how various transition strategies affect a company’s capital structure and the owners’ tax positions (e.g., redemptions, dividend recapitalizations, equity grants).Experience navigating behavioral and family dynamics with...TaxFull timeTemporary workPart timeWork experience placementWork at office- ...legal documents, strong organization, and clear communication with beneficiaries, estate attorneys, executors, personal representatives, tax partners, trust officers, and internal teams. Your ability to assess information, solve problems, prioritize competing deadlines, and...TaxWork at office
- ...Responsibilities Assist the Tax Manager on engagements Prepare individual (1040) and trust returns Perform tax analysis Foster relationships with current clientele as well as build future relationships Work with the Tax Manager & Tax Seniors as well as client leadership...TaxWeekend work
Liberty Personnel Services, Inc.
Claymont, DE1 day ago - Attentive is seeking a Principal Product Marketing Manager to shape the storytelling of AI across their omnichannel platform. You will define a messaging framework that brings AI-powered capabilities into clear customer value. Collaborate with various teams to bring narratives...Principal
- ...Principal Technical Program ManagerElevate your career by steering multi-faceted tech programs, integrating innovative solutions for a dynamic impact across global operations.As a Principal Technical Program Manager in Chase Auto, you will lead complex, multi-functional...PrincipalShift work
Hackajob
Wilmington, DE22 hours ago - ...fully intend for the selected candidate for this role to work on site in the specified location(s).As a Senior Manager (PL), Fiduciary Tax, you will lead the fiduciary tax function for personal trust accounts, driving high-impact outcomes across tax operations, compliance...TaxFull timeWork at office
$127.05k - $235.95k
...safely in a complex digital environment.The Company is an equal employment opportunity employer. Responsibilities The ZTNA Principal Architect & Program Lead is responsible for defining, governing, and delivering the enterprise Zero Trust Network Access (ZTNA) strategy...PrincipalFull time- A financial consultancy is seeking a Staff Accountant in Wilmington, DE, to manage monthly client accounting engagements. This role requires 5-7 years of experience in bookkeeping and strong proficiency in QuickBooks. The ideal candidate will effectively handle multiple...Tax
- White Tiger Connections is seeking a Tax Senior for a fully remote role handling a high‑volume mix of business and individual returns. You will focus on business entities and collaborate with a close‑knit team to ensure a smooth client transition. You can expect a growth...TaxRemote job
- IKO Industries Ltd. is seeking an experienced Payroll Tax Specialist to manage tax compliance for the United States and Canada, with a focus on U.S. federal, state, and local taxes. This role partners with Payroll, Finance, HR, and external providers to ensure accurate...TaxLocal area
- ...Advisors in Wilmington is seeking a Senior Accountant to join their growing team. This role involves preparing and reviewing complex tax returns while providing personalized tax planning advice to clients. Ideal candidates will have a Bachelor's degree in Accounting, a...Tax
- ...matters. The role emphasizes Delaware Investment Holding Companies and includes responsibilities like managing bank accounts, preparing tax returns, and maintaining client communications. The ideal candidate will have a relevant degree, experience in accounting, and...TaxFlexible hours
- A national staffing agency is looking for a Tax Accountant to assist the Tax Manager with various engagements, including preparing individual and trust tax returns. The ideal candidate will have a Bachelor's degree, at least 3 years of tax experience, preferably with a...TaxCasual work
- ...a diverse book of business and ensure compliance with trust documents and applicable laws. In this role, you will provide estate and tax guidance, collaborate with Fidelity partners and investment advisors, and drive strategic actions to protect beneficiaries’ interests...Tax
- ...a grantor or beneficiary death, ensuring assets are collected and distributed per documents and firm procedures. You will coordinate tax activities, beneficiary communications, and distribution planning, working with attorneys, executors, and internal teams to support timely...Tax
- Wertz & Associates in Wilmington, DE is seeking a Senior Associate to own engagements across accounting, audit, and tax, mentoring junior staff, and growing professionally in a collaborative environment. You’ll perform diversified accounting, audit, and tax assignments...Tax
- BDO USA is seeking a Tax Senior, Private Client Services, to provide tax compliance and consulting to high net-worth individuals and families. You will lead engagements, gather information from clients and advisors, and prepare complex returns across various entities while...Tax
- A leading CPA firm in North Carolina is seeking a Senior Tax Associate to join their real estate tax team. This full-time role involves preparing and reviewing tax returns and advising clients within the real estate sector. Candidates should have at least three years of...TaxFull time
- Attentive is seeking a highly capable Sales Engineer to join our US-based team. You’ll serve as the technical backbone in the sales cycle, guiding prospects through evaluations and addressing complex integration challenges with APIs and SFTP. You’ll develop tailored demos...Principal
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