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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Strategic Wealth Tax Operations Leader in Boston, MA vacancy
$130k - $200k
...array of programs. As an Operations Excellence Lead you... ...requires participating in the strategic design of our Global... ...Be a thought leader and an advisor to the Chief... ...program to build future wealth through RSUs Comprehensive... ...on-site parking & pre-tax commuter benefits Healthy...TaxFull timeContract workWork at officeFlexible hoursShoptalk
Boston, MA4 days ago- Overview The Senior Manager of Tax Operations is responsible for the overall leadership, governance... ..., and continuous improvement of the wealth tax operations function. This role... ...environment. Major Responsibilities Provide strategic leadership and oversight of the tax...TaxWork at office
$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...Suggested$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- Forrester Research is seeking a Vice President of Financial Planning & Analysis to manage strategic finance operations. This role will directly support the CFO, ensuring alignment between financial strategies and business goals. Key responsibilities include leading financial...Suggested
- Investment Accounting Manager - Strategic Programs Investments and... ...our capital optimization and operating liquidity. We are a diverse... ...accounting, financial reporting, tax, policy and controls, cash... ...systems management as well as wealth management finance activities...TaxFull timeWork at officeRemote workFlexible hours
- 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
- ...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
Windward Recruiting
Boston, MA1 day ago - ...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
ECG Resources, Inc.
Boston, MA5 days ago $95k - $130k
...NPI Operations Program Manager Somerville, MA About... ...more than 50,000 industry leaders worldwide, including... ...a bias for action with strategic Operations program planning... ...to build future wealth through RSUs Comprehensive... ...on-site parking & pre-tax commuter benefits...TaxFull timeWork at officeWorldwideFlexible hoursVenturefizz Product Management Community
Somerville, MA3 days ago$100k - $300k
...Wealth Advisor RWA Wealth Partners is a boutique wealth management... ...generations. Our team of professionals operates from six offices across the... ...in investment management, tax planning, estate planning, and... ...through client referrals, strategic networking, and community engagement...TaxLocal areaRWA Wealth Partners
Newton, MA4 days ago- 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...
- MAXIMUS in Boston, Massachusetts, is seeking a leader to monitor performance across various operations and drive continuous improvement. This role requires strong leadership skills and the ability to meet challenging performance targets while fostering a culture of diversity...
$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...- 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 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...
$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- Dormont Manufacturing Co in Boston is seeking an Operations Manager to assist in departmental functions including planning, evaluating,... ...operations. The role is key in overseeing business activities and strategic planning while functioning as a liaison to customers....
$130k - $150k
Shieldshealthsolutions is seeking a candidate for a hands-on Strategic Operations role based in Boston, MA. The role involves managing cross-functional projects, providing data-driven insights, and working closely with the Executive Leadership Team on strategic initiatives...$60k - $125k
...Focus Partners Wealth is seeking an Associate Wealth Advisor to join... ...retirement, risk management, tax, estate, and investment planning... ...or as assigned by their team leader. Primary Responsibilities... ...and actively support the firm’s strategic priorities The ability to meet...TaxWork at officeLocal areaRemote work2 days per weekFocus Partners Wealth
Boston, MA1 day ago- Choreo is a wealth management firm built on an interconnected network of financial advisors... ...into referrals; Position Choreo as a strategic partner; Lead high‑conviction conversations... ...Delivery Leverage planning, investment, tax, and estate capabilities to deliver...TaxLocal area
$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- 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
$95k - $130k
BDO USA, LLP in Boston is seeking a Partner Operations Manager to oversee operational execution and performance across strategic partnerships. This role involves developing frameworks for execution, ensuring compliance, and leading process optimization initiatives. The...$80k - $90k
CapTrust Advisors, LLC is seeking a Senior Client Management Associate to provide exceptional client service and support to the Wealth Client Service team in Boston, MA. Responsibilities include assisting with client reviews, maintaining CRM systems, and handling onboarding...Full timeWork at office- ...Strategic Projects Lead Location: Nashville, TN Travel: ~10% Role Type: Full-time, Individual Contributor About Synquery Synquery... ...at the intersection of client service, customer success, and operational execution. You'll work closely with clients, experts, and...Full time
Synquery
Boston, MA4 days ago $124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ..., while acting as a strategic consultant related to... ...requirements, management of operational tax risks, and tax... ...purpose-led and values-driven leader at every level. To help...TaxFull timeH1bLocal areaOverseasPwC
Boston, MA5 days ago$70k - $130k
Who we are looking for Wealth Custody and Clearing is seeking an experienced... ...Vice President, Account Operations Specialist to support the... ...persons, authorized parties, and tax documentation (W 9/W 8)... ...opportunity to evolve into a dedicated leader within those areas Contribute...TaxTemporary workFlexible hours- Aktis Oncology is seeking a dynamic Senior Manager to drive strategic outcomes within the CMC Operations organization. This role emphasizes project management, stakeholder engagement, and process optimization. The ideal candidate will have 5+ years in project management...
- ...calling exclusively on strategic and major accounts. The... ...work closely with sales leaders, sales trainers,... ...various forms Ability to operate a motor vehicle for travel... ...- set aside pre-tax dollars to cover out-of... ...issue 24/7 A generous wealth accumulation program will...TaxLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Wealth Tax Operations Leader. Be the first to apply!
