- Guardian Life (Boston, MA)
- …(BRC) is Guardian's advanced sales department and we are seeking a Tax Planning Consultant. We are an organization providing superior case consultation to ... presentations skills in all areas of advanced planning . + Clearly and concisely explain the tax...retirement planning and charitable planning markets . Proven ability to explain advanced sales… more
- Deloitte (Boston, MA)
- … tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized ... ability to effectively handle multiple, competing priorities Preferred + Advanced degree such as Masters of Tax ,...large CPA firm experience + Banking, securities and/or capital markets experience The wage range for this role takes… more
- Deloitte (Boston, MA)
- … tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized ... Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax ,...firm experience + Experience in banking, securities and/or capital market industries The wage range for this role takes… more
- Deloitte (Boston, MA)
- …+ Managing federal credits and incentives opportunities including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified ... been developed and built as a result of a tax planning idea, marketplace needs, or a...services, including the Research and Development credit, the New Market Tax Credit, Qualified Opportunity Zones, Renewable… more
- Deloitte (Boston, MA)
- …debt, MBS, and ABS markets are consistently challenged to properly address the tax planning and compliance that can apply. This quickly becomes a task that ... been developed and built as a result of a tax planning idea, marketplace needs, or a...and/or reviewing taxable income on debt investments including OID, market discount, premium, gain / loss, tax … more
- Deloitte (Boston, MA)
- …Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax Credit + Deliver value to clients by identifying opportunities and ... delivering results for our clients. NFTS service lines provide tax planning and compliance support for the...Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced degree such as Masters of Tax ,… more
- Deloitte (Boston, MA)
- …Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax Credit + Deliver value to clients by identifying opportunities and ... delivering results for our clients. NFTS service lines provide tax planning and compliance support for the...and the clients and industries/sectors you serve Preferred: + Advanced degree such as MST, LLM, or JD, or… more
- Deloitte (Boston, MA)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with ... always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across...Advanced degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4… more
- Deloitte (Boston, MA)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with ... always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across...Advanced degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4… more
- Blue Cross Blue Shield of Massachusetts (Boston, MA)
- …+ Support various projects relating to complex issues and trends in Medicare Markets (such as pricing and financial planning , components of trend, drivers ... Summary: The consultant in this role is a key member of the senior markets pricing team, within the Actuarial & Analytic Services department. This role provides the… more
- Lincoln Financial (Boston, MA)
- …In this role, you will provide strategic leadership to drive effective market intelligence analysis, product strategy and development, and life-cycle management of ... other senior leaders on expansion into existing, new, tangent or underdeveloped markets . They will also provide highly specialized expertise to senior internal and… more
- Grant Thornton (Boston, MA)
- …Sales & Marketing function, you will get the opportunity to lead strategic go-to- market planning initiatives that enable our firm to effectively reach clients ... and maximize market opportunities. Working within our GTM Operations team, you'll...planning tools (eg, Microsoft Project, Smartsheet, Asana) + Advanced Excel skills with the ability to build financial… more
- Wolters Kluwer (Boston, MA)
- …US time zones*_** **Research and Learning, US (CCHGroup.com)** is part of Wolters Kluwer Tax & Accounting, one of the world's leading providers of tax , ... and audit information, solutions and services to accounting firms, corporate tax and auditing departments, federal and state government agencies, universities and… more
- Ryder System (Boston, MA)
- …technical expertise and hands on support in network analysis, design, planning , assessment, development, and implementation. Responsible for providing support for ... be configured and used to solve daily business problems + Exceptional advanced troubleshooting skills + Ability to create and maintain professional relationships… more
- Bank of America (Boston, MA)
- … topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement planning and cash flow modeling, sale of ... high- or ultra-high net worth clients and prospects who are interested in wealth planning . + Demonstrates advanced technical knowledge across a broad range of… more
- Holcim US (Boston, MA)
- …Location: Boston, MA, US, 02129 Pay Type: Hourly **COMPANY OVERVIEW** Holcim is planning to spin-off its North American Business to unleash its full potential, ... led by the modernization of infrastructure, a surge in advanced manufacturing and AI operation and the growth of...to be fully dedicated to serving the North American market and pursue a growth strategy across the region.… more
- Wellington (Boston, MA)
- …management capabilities that span nearly all segments of the global capital markets . Our investment solutions, tailored to the unique return and risk objectives ... and capital formation team and be an integral part of our expansion in private markets with a particular focus on Climate. Wellington has been investing in private … more
- Beth Israel Lahey Health (Charlestown, MA)
- …and will be responsible for the Cash Management & Commercial Bank, Capital Markets , Debt & Financing teams. In this capacity, the Assistant Treasurer will oversee: ... processes for managing BILH`s financial assets. Debt & Financing and Capital Markets Responsible for overseeing the existing debt portfolio and lines of credits,… more
- Wellington (Boston, MA)
- …management capabilities that span nearly all segments of the global capital markets . Our investment solutions, tailored to the unique return and risk objectives ... part of our expansion into private credit. Wellington has been investing in private markets since 2003, and the Firm launched its first dedicated private equity fund… more
- Harvard University (Cambridge, MA)
- …be determined by business needs and are subject to change with appropriate advanced notice. We may conduct candidate interviews virtually (phone and/or via Zoom) ... to work with Professor Livia Alfonsi in the Negotiations, Organizations & Markets unit starting ASAP. Prof. Alfonsi specializes in development economics, focusing on… more