Janney Montgomery Scott LLC
The Tax Manager manages key tax compliance and reporting activities for the firm, focusing on partnership taxation, partner equity matters, IRA tax withholding, and state and local tax compliance. Reporting to the Controller, this role serves as the primary internal liaison with external tax advisors and collaborates with Finance, Legal, Human Resources, and Payroll. The position requires a strong foundation in partnership taxation and the ability to understand the firm's ownership and equity compensation structures and their related tax implications.
Headquarters
Philadelphia, Pennsylvania, United States
Company Size
1001-5000 employees
Founded
1832
Janney Montgomery Scott LLC (Janney) is a full-service wealth management and financial services firm that provides financial planning, investment advisory, brokerage, retirement plan, and trust services to individuals, families, and institutions. The firm delivers personalized advice through a nationwide network of financial advisors, backed by in-house equity research, portfolio management, and capital markets expertise. Janney also supports institutional clients with fixed income and equity trading, corporate finance, and underwriting. With a long-standing presence in the U.S. market, the firm emphasizes research-driven, long-term investment strategies and holistic financial planning.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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