- 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
- 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