- H&R Block (Easton, MA)
- …It's an exciting time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to ... tax statements and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide advice on financial and tax … more
- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate… more
- City National Bank (Boston, MA)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more
- JPMorgan Chase (Boston, MA)
- …York, and Mumbai-based team has built and brought to market a tax -smart investment strategy engine delivering an intuitive experience and intelligent automation. ... trillion in assets (and counting) are using 55ip. As a Trade Implementation Strategist within 55ip, you will be responsible for enhancing the pre-trade analysis of… more