- 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
