Client Service Associate @ Wealth Management Firm - Boston, MA

This role is responsible for establishing and managing strategic relationships with internal customers across legal and business operations departments to advance the firm's AI strategy. · Bachelors Degree required, Computer Science or Management concentration preferred. · JD str ...

We're established Wealth Management firm based out of Boston MA with employees specializing our services for high net worth clientele with full service solutions including financial planning tax preparation and review. · Prepare complex tax returns for individual clients with hig ...

We're established Wealth Management firm based out of Boston MA with employees specializing our services for high net worth clientele We've got internal tax department to be the full service component for our clients · ...

This is a dynamic firm that has shown consider growth and are looking to hire Client Service Associate to support two advisors for a portfolio of HNW individuals. · ...

Job summary · We're looking for a dynamic Sales Manager to drive growth within our U.S. Law Firm client segment. · This is a quota-carrying, full-cycle sales role reporting to the Head of Sales, · U.S. Law Firms.Manage Pipeline: Own named accounts,Prospect: Through email and phon ...

We're looking for a dynamic Sales Manager to drive growth within our U.S. Law Firm client segment. · This is a quota-carrying, full-cycle sales role reporting to the Head of Sales, U.S. Law Firms. · The ideal candidate will be based in the U.S. and comfortable working remotely.Ma ...

If you're looking for something different - a role where technical challenge meets flexibility and autonomy - this might be your lane. · We're helping a top national CPA and advisory firm build out a hand-picked team of Tax Managers + Senior Tax Managers who are reshaping how cli ...

This isn't just about a bigger title. It's about working with smart, supportive people on complex and rewarding client work in the Private Client Services Space, all while maintaining the kind of work-life rhythm you usually only dream about in this industry. · ...

+We are a rapidly expanding CPA firm based in Wakefield, MA, and we are actively seeking experienced, entrepreneurial and technically talented individuals to join our team as Tax Managers. · +Technical & Engagement ManagementSupervise and manage the end-to-end tax engagement proc ...

We are a rapidly expanding CPA firm based in Wakefield, MA, and we are actively seeking experienced, entrepreneurial, and technically talented individuals to join our team as Tax Managers. · ...

Owners Project Management firm seeks a Research Director to review the Federal budget and identify opportunities. · ...

Parker Gallini LLP is an established business immigration law firm seeking a Firm Administrator who is a collegial and organized team player. · Ensure the smooth operation of the firm's daily activities including finance, accounting, billing, · Manage information systems, · ...

The Boston office of a large law firm is seeking an experienced Legal Project Manager to serve as the primary liaison between the firm and one of their largest, newest clients. · This role is essential to ensuring a seamless onboarding experience, consistent communication, and ex ...

SUMMARY: The Director of Lateral Partner Recruitment and Integration plays a pivotal role in advancing Goulston & Storrs' strategic growth by identifying, attracting, and successfully integrating high-performing lateral partners and groups who align with the firm's values, client ...

We are seeking a Legal Training Manager to join a prestigious law firm in Boston MA. This high-visibility role will oversee the development and delivery of training programs for legal professionals at all levels manage a dedicated training team and play a critical role in shaping ...

We are seeking candidates for a Legal Training Manager position with a prestigious law firm located in Boston MA. · ...

+ Legal Training Manager - Law Firm - Boston MA · We are seeking a Legal Training Manager to join a prestigious law firm in Boston MA . · This high-visibility role will oversee the development and delivery of training programs for legal professionals at all levels , manage a ded ...

We are seeking candidates for a Legal Training Manager position with a prestigious law firm located in Boston MA. · Lead mentor and develop a training team to deliver exceptional service firmwideDesign implement and continuously improve training programs for legal and administrat ...

MCA Financial Group is a respected national boutique advisory firm headquartered in Phoenix, Arizona. The firm provides a broad range of advisory services.The company seeks a Senior Marketing & Business Development Lead to own and advance the firm's marketing and business develop ...

The firm partners closely with founders and leadership teams, combining deep investment expertise with hands-on operational support. · ...