- 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, and ... of the client and advisory team to optimize the wealth management goals of the client/family; including planning, scheduling,...including planning, scheduling, projections, and billing Review and sign tax returns for individual or trust tax … more
- Plante Moran (Wakefield, MA)
- … tax returns, estimated payments and extensions, and Federal and State tax audits. Involvement in estate planning and wealth transfer projects. Determine ... to the same standard Serve as the primary engagement manager with economic responsibilities for billing, realization and collections...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But… more
- Eastern Bank (Boston, MA)
- …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 general administration of client relationships and...on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information. + Develops… 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 ... processes with improved technology. Our team supports Tier 1 Tax Clients and handles both day-to-day inquiries, project and...Serve as the primary and secondary relationship and support manager for assigned Tier 1/high value clients and handle… more
- JPMorgan Chase (Boston, MA)
- …billion in assets (and counting) are using 55ip. **Job summary:** As a 55ip - Senior Product Manager - Vice President working on the 55ip Product Management team ... 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 down… more
- Sonos (Boston, MA)
- …distance of our Boston office locations. We are looking for a Payroll Services Manager to lead payroll operations at Sonos as part of our Global Business Services ... and timely payroll across our international footprint. The Payroll Services Manager will drive process efficiency, governance, and continuous improvement ,… 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 down ... 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
