- 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
- HUB International (Wilmington, MA)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... critical client service team initiatives. + Other responsibilities as assigned by Manager . **Qualifications:** + Juris Doctor (JD) degree required with at least 8… more
- GE Vernova (Cambridge, MA)
- …and capital markets trends. Functional Execution * Maintains strong process management capabilities to manage investor relations processes across various key ... used in investor targeting of mutual funds, pension funds, sovereign wealth funds, sustainability investors, and alternative asset managers. * Interacts with… more
