Current jobs related to Associate - Private Client Group - Woburn - PKF O'Connor Davies, LLP

  • Client Associate

    2 weeks ago


    Woburn, Massachusetts, United States Onyx Staffing Full time

    About Onyx StaffingWe are a dynamic and growing staffing firm dedicated to providing personalized recruitment and staffing services to our clients. Our mission is to help clients achieve their business goals through comprehensive and tailored strategies.We differentiate ourselves by upholding to a high standard of excellence to provide exceptional services...


  • Woburn, United States MedAdvisor International Pty Ltd Adheris Health Full time

    About the Job: Client Success Associate is a role that manages both supportive and primary tasks and activities in the successful launch of client programs. This highly motivated and detail-orientated individual is solution-oriented and highly focused on program execution. A successful CSA is a proven individual contributor able to determine an...


  • Woburn, United States MedAdvisor International Pty Ltd Adheris Health Full time

    About the Job: Client Success Associate is a role that manages both supportive and primary tasks and activities in the successful launch of client programs. This highly motivated and detail-orientated individual is solution-oriented and highly focused on program execution. A successful CSA is a proven individual contributor able to determine an execution...


  • Woburn, United States MedAdvisor Solutions Full time

    Job DescriptionJob DescriptionSalary: About the Job:Client Success Associate is a role that manages both supportive and primary tasksand activities in the successful launch of client programs. This highly motivated anddetail-orientated individual is solution-oriented and highly focused on programexecution.A successful CSA is a proven individual contributor...

  • Client Associate

    2 months ago


    Woburn, United States Onyx Staffing Full time

    Company Description Our client is a dynamic and growing wealth management firm dedicated to providing personalized financial planning and investment management services to our clients. Their mission is to help clients achieve their financial goals through comprehensive and tailored strategies. They differentiate themselves by upholding to a fiduciary...


  • Woburn, Massachusetts, United States JMT Staffing Solutions Full time

    Exciting Career Opportunity for Client Relations and Collections AssociatesAre you a committed professional eager to join a prominent business-to-business collections firm? Our client is in search of enthusiastic individuals to fill several Client Relations and Collections Associate roles, offering a temporary to permanent position with a competitive salary...

  • Client Associate

    2 months ago


    Woburn, United States Onyx Staffing Full time

    Company Description Our client is a dynamic and growing wealth management firm dedicated to providing personalized financial planning and investment management services to our clients. Their mission is to help clients achieve their financial goals through comprehensive and tailored strategies. They differentiate themselves by upholding to a fiduciary...

  • Client Associate

    2 months ago


    Woburn, United States Onyx Staffing Full time

    Company Description Our client is a dynamic and growing wealth management firm dedicated to providing personalized financial planning and investment management services to our clients. Their mission is to help clients achieve their financial goals through comprehensive and tailored strategies. They differentiate themselves by upholding to a fiduciary...


  • Woburn, Massachusetts, United States Onyx Staffing Full time

    Company OverviewOnyx Staffing represents a progressive and expanding wealth management organization committed to delivering customized financial advisory and investment management solutions. Their goal is to assist clients in reaching their financial aspirations through comprehensive and personalized strategies.They set themselves apart by adhering to a...

  • Sales Associate

    4 days ago


    Woburn, Massachusetts, United States HART GROUP Full time

    Lead Business Development and Team GrowthHART GROUP is seeking a highly motivated and results-driven Sales Associate to join our team. As a Sales Associate, you will be responsible for developing and maintaining relationships with existing clients, identifying new business opportunities, and leading a small team to achieve sales goals.Key...

  • Sales Associate

    2 days ago


    Woburn, Massachusetts, United States HART GROUP Full time

    Lead Business Development and Team GrowthHART GROUP is seeking a highly motivated and results-driven Sales Associate to join our team. As a Sales Associate, you will be responsible for leading business development efforts and growing our sales team.Key Responsibilities:Develop and execute sales strategies to drive business growth.Lead and manage a team of...


  • Woburn, United States Elevance Health Full time

    Elevance Health Group Underwriter, Senior Location: Elevance Health operates in a Hybrid Workforce Strategy, providing various levels of flexibility while also ensuring that associates have opportunities to connect in-person. Unless in a designated virtual-eligible role and specified as primarily virtual by the hiring manager, associates are required to work...


  • Woburn, Massachusetts, United States Onyx Staffing Full time

    Company Overview Onyx Staffing represents a progressive and expanding wealth management organization committed to delivering customized financial planning and investment management solutions. Their goal is to assist clients in reaching their financial aspirations through comprehensive and personalized strategies. They set themselves apart by adhering to a...


  • Woburn, Massachusetts, United States Onyx Staffing Full time

    Company Overview Onyx Staffing is a progressive and expanding financial advisory firm committed to delivering customized financial planning and investment management solutions. Our objective is to assist clients in reaching their financial aspirations through detailed and personalized strategies.We set ourselves apart by adhering to a fiduciary standard,...


  • Woburn, Massachusetts, United States Onyx Staffing Full time

    Company Overview Onyx Staffing represents a progressive and expanding wealth management firm committed to delivering customized financial planning and investment management solutions. Their objective is to assist clients in reaching their financial aspirations through comprehensive and personalized strategies. This firm stands out by adhering to a fiduciary...


  • Woburn, Massachusetts, United States LitmanGerson Associates LLP Full time

    Position Title: Outsourced Accounting Support AssociateReports To: OMA Seniors and above within the OMA Team Job Overview:LitmanGerson Associates LLP, a forward-thinking CPA firm, is on the lookout for a motivated and enthusiastic individual to join our expanding Outsourced Management Accounting (OMA) team. Members of the OMA department are tasked with...


  • Woburn, Massachusetts, United States LitmanGerson Associates LLP Full time

    Position Title: OMA AssociateReporting To: OMA Seniors and above within the OMA Team Overview of the Role: LitmanGerson Associates LLP, a forward-thinking CPA firm, is in search of a motivated and enthusiastic individual to join our expanding Outsourced Management Accounting (OMA) team. Members of the OMA department are tasked with delivering bookkeeping and...

  • Sales Associate

    3 months ago


    Woburn, United States TITLE Boxing Club Full time

    TITLE Boxing Club offers explosive boxing and kickboxing group workouts to adults and kids. Our people have heart. Every owner, trainer, general manager, sales and marketing person is here to connect with our members through the workout and stand alongside them in their life's journey. TITLE Boxing Club has an immediate opening for a Club Sales Associate. Do...

  • Sales Associate

    2 months ago


    Woburn, United States TITLE Boxing Club Full time

    TITLE Boxing Club offers explosive boxing and kickboxing group workouts to adults and kids. Our people have heart. Every owner, trainer, general manager, sales and marketing person is here to connect with our members through the workout and stand alongside them in their life's journey.TITLE Boxing Club has an immediate opening for a Club Sales Associate.Do...


  • Woburn, Massachusetts, United States New England Lab Full time

    Job OverviewPosition: Client Solutions SpecialistCompany: New England LabAbout Us:For over 25 years, New England Lab has been at the forefront of providing innovative laboratory furniture systems that facilitate significant scientific breakthroughs. Our expertise spans various sectors, including pharmaceutical research, life sciences, and the food and...

Associate - Private Client Group

4 months ago


Woburn, United States PKF O'Connor Davies, LLP Full time

Overview

We are currently seeking a Tax Associate in our Private Client Group in our Boston or Woburn office. To qualify for this position, you should:

Essential Duties

* Become familiar with the firm's policies and procedures
* Understand the rules, regulations and code of conduct of the AICPA
* Be adept at utilizing various tax software as well as Adobe and Excel
* Demonstrate the ability to research and analyze pertinent client, industry, and technical matters
* Demonstrate the ability to interact with various levels of client and firm management in both written and verbal form
* Demonstrate self-motivation and take responsibility for personal growth and development
* Work toward obtaining your CPA certification
* Be permanently authorized to work in the U.S.

Qualifications

* Be working toward and/or have a college degree in accounting
* Have previous tax experience or interest in working in the areas of individual, trust, estate, gift and foundation tax
* Have strong analytical skills, accuracy and attention to detail
* Have the ability and willingness to meet business critical deadlines
* Practice strong time management and organizational skills
* Be detail oriented, ability to multi-task and work independently
* Be energetic with a positive attitude

PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

#LI-LG1