Private Client Tax Advisor Associate
PwC
PwC is seeking a Partner Tax Preparation Advisor Associate in Boston, MA to support private tax work for high-net-worth individuals and privately owned businesses. You will gather information, apply tax knowledge, and assist in preparing client deliverables with attention to detail and professional standards. The role emphasizes curiosity, adaptability, and reliability in a fast-paced environment, with ownership of assigned work and collaboration across the Tax Services practice. #J-18808-Ljbffr PwC
$50.5k - $112.5k
The Opportunity As a Partner Tax Preparation Advisor Associate you will support private tax work within our Tax Services practice, focusing on personalized tax planning... ...fast-paced environment, learning from a variety of client situations and team needs while taking ownership of...Private clientH1b- JPMorgan Chase is seeking a Private Client Banker in Branch Banking in Cambridge, MA. You will be the main point of contact for affluent clients, managing their banking relationships with an advisory approach to grow balances and deepen client trust. You will collaborate...Private client
$91k - $321.5k
...Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Senior Manager you will guide private tax preparation and compliance work for high-net-worth... ..., using your tax planning skills to help clients navigate complex regulations and support well-informed...Private clientFull timeH1b$28.74 - $36.72 per hour
...communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working toward... ...federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation...SuggestedRemote job- ...J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA Job Information Job Identification 210703004 Job Category Client Management Business Unit Consumer & Community Banking Posting Date 01/21/2026, 08:53 PM Locations 1617 Blue...Private clientFull timeLocal area
$100k - $275k
...Bank Of America Private Bank Client Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities...Private clientWork at officeShift workDay shift- ...Job Summary We are seeking a Tax Senior Associate to join the Private Client Services (PCS) team, based in Boston, MA or Burlington, MA. Work You Will Be Responsible For Coordinate, plan, and supervise multiple engagements that include consulting, compliance...Private clientLocal area
$81.5k - $149.5k
...the Boundless Horizons of Tax, Valuation, and Business Expertise... ...working with extraordinary clients spanning every industry,... ..., colleagues and trusted advisors. We equip you with world-... ...your success! The Role Senior Associates in our Private Client Services practice,...Private clientFull timePrivate practiceH1bLocal areaWork visa- Intuit, Inc. is seeking a tax-prep professional for a virtual, customer-facing role supporting TurboTax customers. You will provide expert tax guidance, perform full service return preparation, and explain tax terms in everyday language. You’ll document interactions and...Remote jobWork from home
$80k - $110k
...you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Healthcare team within our Private Client Services (PCS) group. This role is to be based out of our Boston MA or Burlington MA offices. We...Private clientFull timeTemporary workLocal area- EisnerAmper LLP is seeking a Tax Senior Associate to join their Private Client Services team based in Boston, MA. This role involves coordinating multiple tax engagements, preparing tax returns, and conducting thorough tax research. The ideal candidate will have a Bachelor...Private client
- Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a prestigious Private Wealth Advisory team. The role emphasizes client-focused service, day-to-day administration, and operational excellence in a fast-paced wealth management environment...Private clientWork at office
- JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent clients' banking relationships and drive growth through an advice-led approach. You will coordinate with specialists to connect clients to experts for complex needs and promote convenient...Private clientAfternoon shift
- CIBC is seeking a Client Service Associate in Boston, MA to support Private Wealth relationship management. You will handle onboarding, client inquiries, account maintenance, and collaborate with internal teams to ensure seamless execution. The role emphasizes accuracy,...Private client
- Company Overview Orbiss Inc. is a tax and accounting firm specializing in business growth... ...offers fully tailored support for our clients' cross-border tax, accounting, and consulting... ...through the learning process. As a Tax Associate you will be responsible for: Preparation...Private clientWork at officeRemote workFlexible hoursDay shift
- ...An excellent opportunity for a Trusts & Estates Associate to join the Private Clients practice of a highly regarded US law firm in Boston. Our client is... ...on sophisticated estate planning, wealth preservation and tax planning matters. This is an opportunity to join an...Private clientPrivate practice
$75k - $90k
A top national law firm in Boston is seeking a Private Client Assistant. This role requires 5+ years of legal administrative experience, preferably in the Private Client or Estate Planning areas. Responsibilities include managing administrative tasks, supporting attorneys...Private clientDaily paid$41.51 - $53.04 per hour
...Powering Prosperity Around the World by providing expert guidance, tax preparation, and explanations of tax and technical terms to our... ...state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax...Remote work- ...Trusts & Estates Associate AttorneyCurrent & Future Opportunities | Confidential... ...Career ConversationsYou help clients plan for their futures. Are... ...same attention?A successful private client practice depends on... ...administrationEstate and gift tax planningBusiness succession planningFiduciary...Private clientPrivate practiceImmediate start
$28.74 - $36.72 per hour
...communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working toward... ...federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation...- Rockefeller Capital Management in Boston is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will work with high-net-worth clients, handle account openings, transfers, and daily administration with strong attention...Private clientWork at office
$85k - $140k
...inline style */ Department Tax /*generated inline style */ Location... ..., solutions to address clients’ unique business goals and risks... ...opportunity for a Tax Senior Associate to join our Financial Services... ...some of the nation’s leading private equity, hedge, and other alternative...Private clientLocal areaFlexible hours3 days per week- ...-high-net-worth families Industry Financial Services Type Privately Held About the Role The Company is seeking a Managing Director to lead investment management for private clients, including ultra-high-net-worth families and family offices. The role...Private clientWork at office
- Kforce has a client in Boston, MA that is seeking a Senior External Audit Associate to support assurance engagements for private company clients. This role is responsible for executing financial statement audits, evaluating accounting and reporting matters, supporting engagement...Private clientTemporary work
- Bernstein Private Wealth Management, part of AllianceBernstein, is seeking Associates for its Development Program. The role blends client service with advisory collaboration to provide portfolio analysis, account setup, and meeting prep for high-net-worth clients. The ADP...Private client
$110k - $140k
...Services (TAS) team is seeking a Mergers & Acquisitions Tax Lead Consultant to join our growing practice. This professional... ...tax due diligence and structuring engagements for private equity and strategic clients across a variety of industries.You will work directly with...Private clientFull timeWork at officeLocal area$55k - $151.47k
...Partner Tax Preparation Advisor Senior AssociateThe Opportunity As a Partner... ...Preparation Advisor Senior Associate, you will provide personalized... ...-net-worth individuals and privately-owned businesses. Within... ...strategic advice and guidance to clients, helping them navigate...- Wolf & Company, P.C. is seeking an entry-level Tax Staff to join our nationally recognized firm in Boston, MA. This role offers exposure... ...collaboration within a multidisciplinary team to deliver client-focused tax advice. You will gain hands-on experience with tax software...Private clientFlexible hours
- ...Private Client Personal Insurance Account Manager Seeking a highly skilled and experienced Private Client Personal Insurance Account Manager to join a fast growing brokerage. This role is ideal for a professional with a strong background in insurance. The successful...Private clientRemote job
- ...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier investment... ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people... ...who, in collaboration with Financial Advisors, help propel the growth of our...Private clientFlexible hours
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