Tax Associate - Wealth & Compliance Specialist
CAPTRUST
CAPTRUST is looking for a Tax Associate in Boston, MA, to provide high net worth families and individuals with tax consulting services. The role involves preparing tax returns, collaborating with other professionals, and enhancing internal processes. The ideal candidate should have a Bachelor's degree in Accounting or Finance, relevant experience, and proficiency in tax software and Microsoft Office tools. The position includes benefits like health coverage and a bonus. #J-18808-Ljbffr CAPTRUST
$77k - $214k
PwC in Boston, Massachusetts, seeks a qualified professional in the Industry Tax Practice. The role emphasizes building client relationships, solving complex problems, and mentoring junior team members. Candidates must have a Bachelor’s Degree and at least 3 years of experience...Suggested$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 ideal candidate has over 8 years of experience and is skilled in navigating complex tax matters. This hybrid role requires...Suggested$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... ...ensuring consistency between advisory strategies and compliance filings. Qualifications Bachelor’s degree required. 8+ years...SuggestedWork experience placementWork at officeLocal area3 days per week- ...professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service,... ...world-class clients in the asset and wealth management sector while advancing your... ...that address evolving business and compliance challenges. Key responsibilities...SuggestedLocal areaRelocation package
$58k - $93k
Toast, based in Boston, MA, is seeking a candidate for a customer-facing role focused on assisting restaurant owners with tax registration processes. The ideal candidate will have 1-2 years of relevant experience and possess strong communication and organizational skills...Suggested- ...Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals...Full timeWork at officeLocal area
- ...information. PURPOSE/OBJECTIVE The Tax Operations Analyst is... ...quality control, and regulatory compliance. This role serves as a key... ...knowledge of tax rules applicable to wealth management, including... ...Managers, and Client Service Associates, providing guidance on tax-related...Full timeWork at office
$134k - $348.5k
Overview As an Asset and Wealth Management External Audit - Regulatory Reporting Specialist - Director, you will play a pivotal role in guiding clients through complex... ...requirements and provide strategic guidance on compliance strategies. As a Director, you will set the...$134k - $348.5k
The Opportunity As an Asset and Wealth Management - Regulatory Reporting Specialist - Director, you will play a pivotal role in guiding clients through complex... ...requirements and providing strategic guidance on compliance strategies. As a Director, you will set the...H1b$92.48k - $160.29k
As a Retirement Pricing Actuary on the Retirement and Wealth Finance team, you will play a pivotal role in supporting the US and Canada Retirement businesses by managing retirement pricing models and conducting financial analysis for guaranteed products, such as the Stable...Work experience placementFlexible hours- 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...
- ...Job Overview A law firm seeks a Junior Tax Associate to join its Boston office. The ideal candidate will have 1-3 years of experience in corporate, M&A, and international tax matters. This role offers the opportunity to work with a diverse client base, including Fortune...Work at officeFlexible hours
$70k - $120k
...sustainable healthcare for all. Role summary: Join our Global Tax Department as a Senior Tax Associate, where you will play a pivotal role in automating and preparing the Company’s U.S. tax compliances, business licenses, property tax returns, tax controversies and...Full timeTemporary workWork at office$81.13k
...team at one of the world's top tax firms. Enjoy a collaborative,... ...KPMG's extensive network of specialists & enjoy access to our... ...currently seeking a Tax Senior Associate to join our Business Tax Services... ...Responsibilities: Provide tax compliance and advisory services to pass...Local area$225k - $310k
...Description Summary Fenwick & West has one of the nation's leading tax practices. The tax group's sophisticated and cutting‑edge... ...training and mentoring the next generation of legal professionals. Associates can expect meaningful responsibility, direct client contact,...Temporary workWork at officeFlexible hours- ...the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role... ...and supervise multiple engagements which include consulting, compliance, and tax planning services. Prepare federal, state,...Temporary workLocal area
- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate... ...industries; provide innovative tax planning, consulting, and compliance expertise to clients; actively assist in proposal...
- Overview The Senior Manager of Tax Operations is responsible for the overall leadership... ..., and continuous improvement of the wealth tax operations function. This role ensures... ...operational effectiveness. Ensure full compliance with IRS, state, and regulatory requirements...Work at office
- 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...
- Choreo, a wealth management firm, seeks a Director, Wealth Advisor in Boston to drive client acquisition through CPA channels. This role involves building relationships, managing a client pipeline, and establishing Choreo as a trusted advisor in the high-net-worth ecosystem...
- ...across the globe. Join Aprio's Real Estate Tax team and you will help clients maximize... ...‑growing firm looking for a Senior Tax Associate to join their dynamic team. Aprio’s Tax... ...provide tax planning, consulting, and compliance services Working closely with partners on...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours
- We are currently recruiting for Tax Associates on behalf of a growing public accounting and advisory firm in Boston. This opportunity is... ...federal and state tax returns Assist with tax research and compliance work Support senior team members on a variety of tax engagements...Internship
- ...legal right to work in the country where the job is located. Company Name: Intuit Job Description Overview Intuit is seeking Tax Associates for the upcoming tax season. If you have an active PTIN, we would love to connect with you! What You Get Company Benefits: 40...Extra incomeWork at officeRemote workWork from home
- CapTrust Advisors, LLC is seeking a Tax Associate to provide tax compliance and consulting services to high net worth clients. Responsibilities include preparing tax returns, assisting with quarterly payments, and collaborating with other professionals. Ideal candidates...Work at office
$75k - $85k
Overview WHO are we looking for? CAPTRUST is seeking a Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and tax consulting services. The position is responsible for supporting the...Temporary workInternshipWork at officeLocal areaFlexible hours- A prestigious law firm is seeking a highly qualified associate (J.D. Class 2022-2023) to join their Tax practice in Boston. The role requires 3-4 years of experience in general transactional tax work, with responsibilities including providing support for corporate mergers...
$225k - $310k
Fenwick & West is looking for a junior Tax Associate with 1 to 3 years of experience to join the Boston office. The role involves engaging in corporate, M&A, and international tax work, with a strong emphasis on client responsibility and collaboration in a growth-focused...Work at office$100k - $120k
Daley And Associates, LLC is seeking a Tax Accountant to support tax compliance, reporting, and planning across their diverse portfolio in Boston. This hybrid role offers exposure to complex structures, including partnerships and REITs. The ideal candidate will have a Bachelor...- BCG Attorney Search is seeking a Junior Tax Associate for its Boston office. The position is ideal for candidates with 1-3 years of relevant tax experience, strong analytical skills, and proficiency in corporate, M&A, and international tax matters. You will work with a...Work at office
- Job Overview A law firm seeks a Tax Entry Level Associate to join its Boston, Massachusetts office. The successful candidate will work on a variety of tax matters, including corporate transactions and disputes with taxing authorities, leveraging the firm's extensive experience...Work at office
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