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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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The Tax Senior Associate will work alongside our current Tax team (two Tax Advisors and one Tax Associate) and collaborate with our Wealth Advisors and Financial Planning team to serve our approximately 215 (and growing quickly) client families.
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The Manager should function with minimal supervision, and increased focus is placed on supervising and mentoring Staff and Senior Accountants, independent problem solving, strengthening and developing client relationships and increasing office profitability.
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As a Tax Senior Manager, you will be responsible for the following, which are focused on your technical expertise and ability to lead a collaborative team dedicated to excellent client service:Advise Financial Fund Executive clients in all stages of a fund lifecycle – from growth and expansion to maturity and exit transition.
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Up to 12 weeks paid parental leavePaid Volunteer Time OffMental health coverageQuarterly Wellness stipendFertility benefitsComplete list of benefits hereCLA is currently seeking a Tax Manager/Director to join our growing Clean Energy Incentives team in our Federal Tax Strategies practice.
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Regional CPA firm seeks Tax Manager / Sr. Tax Manager / Director with High Net Worth experience. Reviewing complex tax returns including federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations.
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As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do.
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Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more.
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The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact.
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As a Trust & Estate Tax Manager, you’ll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.
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Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.
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Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. We currently have an exciting career opportunity for a Assurance Manager to join the team in our Greater Boston Region for virtual and in office roles.
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We are seeking a Tax Manager for a small CPA firm. Tax Manager - Southern NH - Hybrid. Formulate tax strategies to optimize client financial objectives. You will assume a pivotal role in overseeing and directing all tax-related services for individual, high net worth and small business clients.
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Planet Healthcare is seeking a travel nurse RN Manager for a travel nursing job in Allston, Massachusetts. With a wide array of job opportunities and geographic diversity in our client base, we are your advocate and will work to find the best position for you.
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client tax manager jobs in Cambridge, MA
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