- Plante Moran (Wakefield, MA)
- …What makes us different? On the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But dig a little deeper, ... of the client and advisory team to optimize the wealth management goals of the client/family; including...including planning, scheduling, projections, and billing Review and sign tax returns for individual or trust tax … more
- Plante Moran (Wakefield, MA)
- …What makes us different? On the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But dig a little deeper, ... with the client and advisory team to optimize the wealth management goals of the client/family. Manage...management goals of the client/family. Manage and review tax returns of individual or trust tax … more
- Plante Moran (Wakefield, MA)
- …What makes us different? On the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But dig a little deeper, ... as assigned. The qualifications. At least 5+ years of administrative, office management , project management , or related experience preferred. HS Diploma or… more
- JPMorgan Chase (Boston, MA)
- …will also be a plus. As a Vice President, Wealth Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trusts & ... for people as well as planning and for the wealth management industry overall, must demonstrate independent...transaction planning + Partner with field leadership and Practice Management to integrate estate and tax planning… more
- Eastern Bank (Boston, MA)
- …that can benefit from one or more of the Banks' banking and wealth management services including banking services, residential and commercial lending, cash ... management , and wealth management . Oversees...on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information. + Develops… more
- Bank of America (Boston, MA)
- … wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, ... Wealth Strategies Advisor Boston, Massachusetts **To proceed with...transfer and financial planning, while following current and proposed tax legislation and understanding the impact on clients +… more
- S&P Global (Boston, MA)
- **About the Role:** **Grade Level (for internal use):** 10 **The** **Role:** Tax Solutions Client Success/Client Engagement Sr. Specialist **The Team:** S&P's Market ... industry with meeting their compliance obligations. Our risk and regulatory compliance management solutions create a single source of truth for clients, with… more
- JPMorgan Chase (Boston, MA)
- …means standing at the intersection of finance and technology-and at the cutting-edge of wealth management . We've been making rapid progress on our mission: to ... in product management , quantitative research, or portfolio analytics within asset/ wealth management or FinTech + Experience building products with… more
- JPMorgan Chase (Boston, MA)
- …means standing at the intersection of finance and technology-and at the cutting-edge of wealth management . We've been making rapid progress on our mission: to ... global team has built and brought to market a tax -smart investment strategy engine delivering an intuitive experience and...& capabilities:** + 8-10 years of experience in Product Management + 5-8 years' experience working on consumer-facing or… more
- Deloitte (Boston, MA)
- …of Accelsior products for our clients in the Financial Services and Investment Management markets. Project management including oversight of a team of ... to deliver scalable, high-quality solutions across operational finance, accounting, tax , and reporting. + Cross-Functional Interaction: Collaborate with technology,… more
- JPMorgan Chase (Boston, MA)
- …standing at the intersection of finance and technology-and at the cutting edge of wealth management . We've been making rapid progress on our mission: to break ... York, and Mumbai-based team has built and brought to market a tax -smart investment strategy engine delivering an intuitive experience and intelligent automation.… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... our private credit offering and designing innovative solutions for the insurance and wealth channels. The Fund Controller will play a crucial role in overseeing… more
