Tax Manager- High Net Worth - Wakefield, MA

We prioritize your growth and well-being at Plante Moran. You can count on us to support your career journey and help you achieve your professional goals. · Go beyond the numbers by developing rapport with clients and making a difference.Whether you intend to specialize or gain e ...

+We prioritize your growth and well-being. You can count on us to support your career journey. · +Managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family. · Review and sign tax returns for individual or trust tax clients f ...

+ Develops financial trust estate planning services for high net worth clients+ Identifies opportunities to introduce onboard clients for trustee appointment estate settlement+ Supports TD Wealth team in delivering integrated wealth management offering+ Provides coaching support ...

This opportunity is designed for a Personal Lines professional who wants depth, autonomy, · and meaningful client relationships—not a call-center service model.You'll work within · a Private Client Group supporting sophisticated personal insurance programs, · where critical think ...

We are seeking a senior wealth advisor to join our dynamic, client-centric firm and grow their career by serving high and ultra-high-net-worth clients in a collaborative, planning-driven environment. · Cultivate client relationships through proactive engagement with clients, COIs ...

+We are seeking experienced Wealth Advisors with portable books of business to join our dynamic and client-centric firm. · +Cultivate client relationships through proactive engagement with clients, COIs, and prospects · Leverage personal networks and firm resources to acquire new ...

The Global High Net Worth Investor Relations team seeks a highly motivated co-op to assist in cross business unit projects and fundraising data management. · . · This individual will provide support to all functions within Investor Relations: business development, marketing, and ...

The Global High Net Worth Investor Relations team seeks a highly motivated co-op to assist in cross business unit projects and fundraising data management. · This role will offer exposure to the breadth of Bain Capital Funds and strategic initiatives. · This individual will provi ...

We seek entrepreneurial, motivated wealth advisors who have a track record of client retention and business development. · ...

+This opportunity is designed for a Personal Lines professional who wants depth, autonomy, and meaningful client relationships—not a call-center service model. You'll work within a Private Client Group supporting sophisticated personal insurance programs. · ...

The Tax Manager will lead and manage the tax planning process in collaboration with clients and advisory teams to support long-term wealth management objectives. They will review and oversee complex tax returns for high net worth individuals and trusts. · Define tax objectives, s ...

The company is seeking a Tax Director with 7-10 years of experience in non-profit tax services to join their team remotely. · Tax Planning & Compliance: Provide tax planning and compliance services for high-net-worth individuals, estates, and trusts. · Multi-state Tax Filings: Ma ...

As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate and manage relationships with high-net-worth individuals and families. · ...

Our we-care culture prioritizes your growth well-being and success you can count on us to support your career journey. · We provide bookkeeping accounting services to clients by following Generally Accepted Accounting Principles. · ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. · You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where t ...

At Citizens, our mission is to help clients reach their potential. · We do this through our client-centric culture and continuous improvement. · Citizens Private Client provides personalized financial planning and advice to help clients achieve their financial goals. · Acquire an ...

Wealth management firm in Waltham MA seeking CPA or Masters degree with 3-6 years of tax experience to support client analysis and planning. · ...

The Wealth Relationship Manager III acquires and develops new high net worth relationships to offer full array of financial services. · Identifies and develops new clients to build a relationship with goal of providing Wealth Management solutions. · Maintains awareness of client' ...

We have an exciting career opportunity for an Audit Manager in our Business Assurance Unit. · Plan, supervise and complete assurance engagements. · Supervise, train, mentor and evaluate staff accountants and seniors. · ...

We are seeking a Business Enterprise Advisory Manager to join our Woburn office. As a manager you will work directly with business owners and their immediate families to provide consultative tax planning advice while being part of a growing firm. · Reviewing Business Tax Returns ...