Strategic Wealth Tax Operations Leader
Eastern Bank
Eastern Bank is seeking a Senior Manager of Tax Operations to lead the wealth tax operations function. This role demands oversight of tax services, vendor management, and maintaining compliance with regulatory requirements. The ideal candidate should possess a strong educational background in Accounting or Finance, coupled with significant experience in trust and fiduciary tax operations. Key competencies include leadership, communication skills, and the ability to manage complex client inquiries. Opportunities for professional growth and a dynamic work environment await the successful candidate. #J-18808-Ljbffr Eastern Bank
- ...Senior Manager Of Tax Operations The Senior Manager of Tax Operations is responsible for... ...governance, and continuous improvement of the wealth tax operations function. This role... ...MAJOR RESPONSIBILITIES : Provide strategic leadership and oversight of the tax operations...TaxWork at office
$130k - $200k
...Operational Excellence Lead Do you want to change how... ...than 50,000 industry leaders worldwide, including Apple... ...participating in the strategic design of our Global... ...program to build future wealth through RSUs... ...on-site parking & pre-tax commuter benefits Healthy...TaxFull timeContract workWork at officeWorldwideFlexible hours$140k
First Help Financial, LLC in Needham is seeking a Senior Manager, Business Operations to serve as a key strategic partner in shaping the company's direction. Offering a base salary of $140K+ and flexible remote work options, this role focuses on managing operations, contributing...SuggestedRemote jobFlexible hours$170k - $185k
...Boston seeks a Chief of Staff for Strategy & Operations to advance agency priorities and ensure... ...key position directly oversees senior leaders and integrates strategy and operations... ...candidate will need extensive experience in strategic planning and operations, strong project...Suggested- A digital banking platform is seeking a Strategic Operations Manager - Partnerships to support their Partner Sales team. This role involves owning the revenue planning process, designing sales enablement strategies, and using analytics to optimize partner sales performance...Suggested
$186k - $304k
...company in Cambridge, Massachusetts, is seeking a Vice President of Financial Planning & Analysis. In this strategic role, you will manage a finance operations function and collaborate closely with the executive team to align financial strategies. You're expected to have...- ...biotech company seeks a Field Excellence Lead for New Products & Account Management to design operational launch strategies focused on Lupus and Nephrology. The role requires strategic oversight, operational execution, and effectiveness in managing commercial learning...
$100k - $160k
...more than 50,000 industry leaders worldwide, including... ...us. Your Impact As the Operations Strategy Lead , you... ...roadmap, ensuring all strategic projects align with high... ...program to build future wealth through RSUs Comprehensive... ...on‑site parking & pre‑tax commuter benefits...TaxFull timeWork at officeWorldwideFlexible hoursShift work$128k - $168k
...Investment Accounting Manager - Strategic Programs Investments and... ...our capital optimization and operating liquidity. We are a... ...accounting, financial reporting, tax, policy and controls, cash operations... ...management as well as wealth management finance activities...TaxFull timeWork at officeRemote workFlexible hours$109.2k - $223.4k
...projects. They bring a wealth of expertise in... ...Required travel of 30%. Strategically, you will be responsible... ...-effectiveness, and operational excellence in delivery... ...Being the end-to-end leader in charge of the program... ...Spending Accounts # Pre-tax commuter and parking...TaxTemporary workFor contractorsFlexible hours- ...Eastern offers a robust benefits and retirement package. The Tax Operations Specialist is responsible for the accurate execution of tax-related... ..., or disability. Job Info Job Identification 4146 Job Category Wealth Management Sales & Service #J-18808-Ljbffr Eastern BankTaxWork at officeRemote work
- A leading global tax consulting firm is seeking a Private Wealth Services Tax Manager in Boston, MA. This role involves managing complex tax returns for high net worth individuals and providing strategic tax planning. Candidates should have a Bachelor’s in Accounting and...Tax
$106.2k - $141.9k
...Massachusetts is seeking a Managing Director, Chief of Staff to enhance regional operations and culture. Reporting to the Executive Director, the role focuses on organizational effectiveness, strategic planning, and team collaboration. The candidate must have 7+ years in...Full time- ...Windward is seeking an Associate Wealth Advisor to join a growing RIA located in the Needham... ...in retirement, risk management, tax, estate, and investment planning. DUTIES... ...efforts and actively support the firm's strategic priorities Ability to business develop...Tax
$90.1k - $209.5k
...Job Description Oracle’s Strategic Customer Engineering organization... ...Center Build, Networking, Operations, and regional delivery teams.... ...will regularly interact with leaders across Customer Management, Technical... ...Spending Accounts # Pre-tax commuter and parking benefits...TaxTemporary workFlexible hours$100k - $300k
...Description Organization RWA Wealth Partners is a boutique wealth... ...Our team of professionals operates from six offices across the nation... ...in investment management, tax planning, estate planning, and... ...efforts through client referrals, strategic networking, and community...TaxLocal area$124k - $335k
...Asset & Wealth Management Regulated Investment Company - Senior Manager The Opportunity... ...advice and guidance to clients on tax planning, compliance, and strategy within... ...minimizing risks of non-compliance Providing strategic tax planning and guidance to optimize...Tax- Associate Wealth Advisor Position Summary Our firm is seeking an Associate... ...retirement, risk management, tax, estate, and investment... ..., or as directed by the team leader. Primary Responsibilities Develop... ...planning and support firm strategic initiatives Meet with clients...TaxWork at officeRemote work3 days per week
$65k - $75k
...averages. Diversity, equity, and inclusion are core to everything we do. POSITION SUMMARY The Associate Director of Operations is a key operational and data leader reporting to the CEO. This role oversees student data systems and BPS contract/site compliance, while also...Contract workWork at office$75k - $125k
A leading university is looking for a Benefits Operations & Compliance Manager to ensure effective management of employee benefits programs. This role involves strategizing, overseeing compliance, and handling vendor relations to provide excellent services to staff and...- A leading security company in Boston seeks a strategic and analytical professional to drive key initiatives. This role blends strategic thinking with hands-on execution, supporting high-impact work with the CEO and Chief of Staff. The ideal candidate has 4-7 years of relevant...
- Dana-Farber Cancer Institute seeks a Business Operations Manager for Information Services to oversee financial planning for $90M operating budgets and $500K-$40M capital budgets. The role involves collaboration with project managers and IS leadership to ensure accurate...
- A leading cryptocurrency platform in Boston is seeking a Senior Strategic Operations Manager for Physical Security. This role involves owning strategy and planning, translating physical security initiatives into measurable outcomes, and evaluating risk across the portfolio...
$230k - $275k
...have an immediate opening for a Private Wealth Associate with four to eight years of experience... ...estate administration, estate and gift tax, and charitable planning. Collaborate... ...the Financial Services & Capital Markets strategic industry group. Maintain high professional...TaxPrivate practiceWork at officeImmediate start- Fertility Providers Alliance seeks a skilled Space Planner to lead faculty space planning and operations. This role involves collaboration with faculty and positions the organization to advance its mission efficiently. The ideal candidate has 5+ years of experience, excels...
- Salesforce is seeking a Messaging Strategy & Operations Lead to support day-to-day operations and strategic initiatives within the Messaging and Solutions Marketing org in Boston. The role involves managing priorities, coordinating meetings, and driving projects across...
$130k - $150k
Shields Health Solutions, LLC. in Boston is seeking a Strategic Operations professional to work closely with the Executive Leadership Team. This role involves executing key business priorities, supporting strategic initiatives, and developing financial models for partners...- ...organization in Boston is seeking a professional to manage daily operations of administrative services. The role involves overseeing... ...administration, strong organizational skills, and a proven record in strategic development. Competitive salary offered, alongside...Work at office
$137.7k - $229.6k
...Master Data Management (MDM) Leader (Executive Band) and drives day... ...MDM roadmap, translating strategic priorities into actionable plans... ...improve MDM governance, operating models, and business processes... ...Vernova Retirement Savings Plan, a tax-advantaged 401(k) savings...TaxContract workWork at officeRelocation package- Windward is seeking an Associate Wealth Advisor to join a growing RIA located in the Needham... ...in retirement, risk management, tax, estate, and investment planning. Primary... ...efforts and actively support the firm’s strategic priorities Ability to business develop in...Tax
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