Wealth Tax Operations Specialist (Hybrid)
Eastern Bank
Eastern Bank in Boston is seeking a Tax Operations Analyst responsible for overseeing tax processes, ensuring accuracy, and maintaining compliance. The role includes executing tax reporting, supporting client stakeholders, and maintaining vendor relationships. The ideal candidate will have 3-6 years of relevant experience, strong technical skills in tax reporting, and a Bachelor's degree in Accounting or Finance. This position offers a hybrid work model with comprehensive benefits. #J-18808-Ljbffr Eastern Bank
- Wellington Management seeks a Sales Specialist to power the retail wealth distribution effort by partnering with wholesalers and supporting advisors with... ..., and value‑add responses across inquiries and processes. Hybrid office model in the US. #J-18808-Ljbffr CFA InstituteSuggestedWork at office
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At... ...following webpage. Please visit this link for information about anticipated application deadlines: #LI-Hybrid...SuggestedFull timeH1b- The Federal Home Loan Bank of Boston is seeking a Senior Bank Operations Specialist. This hybrid role emphasizes operations subject matter expertise and effective communication skills. Responsibilities include managing transactions, compliance, and supporting the Bank'...Suggested
- The Mom Project is seeking a Wealth Operations Analyst to join their team in Boston, mostly working remotely. In this full-time role, you will be crucial to executing client service operations and ensuring a seamless experience for clients. Candidates should be dependable...SuggestedRemote jobFull timeFlexible hours
$65k - $70k
A leading financial services firm in Boston is seeking a Specialist to join their Global Finance team. This role focuses on coordinating... ...offers healthcare, a generous 401k plan, 11 paid holidays, and a hybrid work schedule. Salary ranges from $65,000 to $70,000, plus...SuggestedWork at office$52 - $85 per hour
Flagship Pioneering in Cambridge, MA is looking for a Non-Clinical Operations Specialist to support drug discovery and development. This hybrid contractor role involves managing nonclinical DMPK and toxicology studies, ensuring compliance with GLP standards. The ideal...Hourly payContract workFor contractorsFlexible hours$110k - $140k
Sereact, a leading AI company in Boston, MA, seeks a People Operations Manager. In this hybrid role, you will oversee everyday people operations, focusing on recruiting, onboarding, and employee experience enhancements. The ideal candidate has a Bachelor's degree in Human...Remote job- ...additional information. PURPOSE/OBJECTIVE The Tax Operations Analyst is responsible for executing and... ...knowledge of tax rules applicable to wealth management, including retirement... ...time Locations 125 High St, Boston, MA, 02110, US (Hybrid) #J-18808-Ljbffr Eastern BankFull timeWork at office
- ...financial institution in Boston is seeking a Senior or Lead Bank Operations Specialist. This role involves managing operations, demonstrating expertise across multiple disciplines, and contributing to a hybrid work environment. Ideal candidates have at least 5 years of...
- ...candidates have a Bachelor's degree and at least 2 years of relevant experience, with strong communication skills and knowledge of merchandising principles. Join a flexible/hybrid work environment that supports operational excellence. #J-18808-Ljbffr ViziRecruiter,LLC.Flexible hours
$26 - $35 per hour
Metro Credit Union in Chelsea seeks an Operations Service Specialist to enhance member service and support daily operational tasks, including consumer deposits and cash management. This role promotes a hybrid work model, balancing in-office and remote flexibility. Qualified...Hourly payWork at officeRemote work$150k - $190k
Brown Brothers Harriman seeks a Tax Advisor for Wealth Management in Boston, responsible for tax advisory support for high net worth clients. The... ...and is skilled in navigating complex tax matters. This hybrid role requires effective communication and collaboration with...$150k - $190k
...this is the right place to build a fulfilling career. The Tax Advisor, Wealth Management will be responsible for providing tax advisory and... ...Philadelphia, Chicago or Charlotte locations and will be a hybrid role, with a minimum of three days per week in office. Salary...Work experience placementWork at officeLocal area3 days per week$75k - $120k
Vaco is seeking an experienced professional for an Investment Operations role based in Boston, MA. The hybrid position requires excellent analytical and technical skills, supporting various functions across investment teams. The ideal candidate will have a Bachelor's degree...- ...Payroll team. This role reports to the Associate Director of Payroll Tax and Reporting and assists with remittances, reconciliation, and... ...compliance with tax laws and regulations. The position offers a hybrid work arrangement after an observation period. The ideal...
- Nexamp is seeking a Real Estate & Title Operations Specialist to support real estate and title matters for project financing. You will coordinate... ...issues that could affect closing timelines. You will be hybrid from our Boston office, reporting to the Director, Financing...Work at office
$60k - $125k
Focus Financial Partners in Needham is seeking an Associate Wealth Advisor to develop financial plans and enhance client relationships. This is a hybrid position requiring 3 days in-office work. The ideal candidate will have a Bachelor's degree, 2+ years of financial services...Work at office- Port.io is seeking a Sales Operations Professional in Boston to enhance sales efficiency. You'll manage the deal desk process, ensure CRM... ...possesses strong analytical and organizational skills. Work involves a hybrid model with three office days and two remote days. #J-18808-...Work at officeRemote work
$59k - $98.3k
...Malaysia is seeking Financial Advisors in Boston to transform the Wealth business with personalized investment recommendations. The role... ...7 years of financial services experience. The position offers a hybrid working environment and a salary range of $59,000 to $98,300...$155k
George William Consulting is seeking a Tax Manager to provide compliance and advisory support for High Net Worth clients. You'll work... ...attorneys, managing tax matters without billable hours. This hybrid role allows for flexibility with only 10 days per month in the Boston...Work at office- ...financial advisory firm in Boston is seeking a Senior Associate Wealth Advisor to enhance client relationships and develop comprehensive... ...in investment and financial planning. This position offers hybrid work flexibility with in-person client interactions required. Strong...
- A financial services firm in Boston is seeking an Associate Wealth Advisor to enhance client relationships through personalized wealth... ...years of experience in financial services. The position offers a hybrid work model, with 3 days in-office and 2 days remote. #J-18808-Ljbffr...Work at officeRemote work
$60k - $125k
A wealth management firm in Boston is seeking an Associate Wealth Advisor to enhance client relationships through personalized financial... ...+ years of financial services experience. The position offers a hybrid schedule and compensation ranging from $60,000 to $125,000...$60k - $125k
Focus Partners Wealth in Boston, MA is looking for an Associate Wealth Advisor. This role involves developing personalized wealth strategies... ...2 years of financial service experience. The position offers a hybrid work schedule with flexibility, and the annual salary ranges...$60k - $125k
...leading financial services firm in Boston is seeking an Associate Wealth Advisor to enhance client relationships through active financial... ...the financial services industry. This exempt position offers a hybrid work model and an annual base pay ranging from $60,000 to $125,0...- ...their team. This is an excellent opportunity for a recent graduate to develop their tax and audit skills, grow professionally, and advance quickly in their career. The role offers a hybrid schedule with competitive benefits and the chance to gain hands-on experience in...
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At... ...strategies Supervise project workstreams and maintain operational standards Foster substantial relationships with...Full timeH1b- Krokidas & Bluestein LLP, located in Boston, is seeking a Tax Associate for its nonprofit practice group. This role involves conducting... ...strong interest in tax and nonprofit work. The firm supports a hybrid working schedule and values diversity and collegiality. #J-1880...
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...capital requirements, management of operational tax risks, and tax implications... ...for information about anticipated application deadlines: #LI-Hybrid...Full timeH1bLocal areaOverseas- Our established and growing client is hiring a Senior Tax Accountant . This is an in‑office work schedule (South Boston Waterfront) with hybrid flexibility. Salary: Up to $135K with discretionary bonus. About the Senior Tax Accountant role: Boston‑based professional services...Work at office
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