Tax Planning Strategist for High Net Worth Clients

As a Tax Senior at Forvis Mazars, LLP, you will play a vital role in preparing and reviewing high net worth individual income tax returns, gift tax returns, trusts/estates, private foundations, and entity returns. You will collaborate with tax staff to achieve goals, maintain productivity, and maximize utilization and realization.This position requires...

Job SummaryWe are seeking a highly skilled Tax Senior to join our team at Forvis Mazars, LLP. As a key member of our tax department, you will be responsible for preparing and reviewing complex tax returns for high net worth individuals and entities.About the RoleThis is an exciting opportunity to work with a leading professional services firm, where you will...

Job OverviewCitigroup Inc is seeking an experienced Investment Associate to provide high-quality investment advice to ultra-high net worth clients in the United States. As an Investment Associate, you will work closely with senior team members to deliver tailored investment solutions that meet the unique needs of our clients.About the RoleWe are looking for...

About the RoleWe are seeking a highly skilled Financial Services Relationship Manager to join our team at First Citizens Bank. This is a unique opportunity to work with high net worth individuals and families, providing them with customized banking solutions and wealth management services.Key ResponsibilitiesClient Acquisition: Acquire new clients for our...

Event Planning Strategist Role OverviewWe are seeking an experienced Event Planning Strategist to join our team at LevelUP HCS. As an integral member of our marketing and sales enablement team, you will be responsible for devising event strategies that drive business growth and development.The successful candidate will have a strong background in event...

At Walter Shuffain, we are a top 200 IPA firm dedicated to excellence in tax management. We seek an experienced and results-driven Chief Tax Strategist who will drive our tax engagements forward with expertise and commitment.About the Role:The successful candidate will oversee multiple client engagements, providing technical guidance and advisory services to...

Job Overview:CBIZ is seeking a highly experienced Senior Tax Strategist to join our team. As a key member of our tax practice, you will be responsible for expanding revenue from existing clients, driving business growth, and providing exceptional client service.Key Responsibilities:Revenue Growth: Develop and execute strategies to increase revenue from...

About the RoleCitizens Housing & Planning is seeking an exceptional Chief Financial Strategist to lead our financial management efforts. As a key member of our team, you will be responsible for developing and implementing financial strategies that drive business growth and success.Job SummaryThe Chief Financial Strategist will oversee all aspects of...

We are seeking a dedicated and driven Senior Tax Manager to join our team at TPF Recruitment, working with a client to recruit for an established and growing professional services firm in the Worthing or Brighton area.Job OverviewThis is a fantastic opportunity for an ambitious individual to deliver exceptional service to a diverse and expanding client...

About The PR Net: We are a full-service public relations and marketing agency specializing in the food, beverage, and hospitality industries. Our passion for all things hospitality drives our mission to deliver impactful press coverage, digital campaigns, and events.Job DescriptionWe are seeking an experienced Public Relations Manager to lead and execute...

**Job Summary:**We are looking for a highly skilled Tax Consultant to join our team in Chestnut Hill, MA. In this role, you will be responsible for preparing and reviewing tax returns for high net worth individuals and entities, as well as collaborating with junior staff to achieve goals and maximize productivity.About the Job:Preparing and reviewing complex...

About the OpportunityEisnerAmper is seeking a seasoned Tax Senior Manager to join our Private Client Services (PCS) team in Boston, MA or Burlington, MA offices. We welcome applicants who are eager to make an impact and thrive in a dynamic environment.Key Responsibilities:Manage multiple engagements, including consulting, compliance, and planning...

Vaco Boston has partnered with a highly regarded wealth management advisory firm, seeking a Tax Manager to join their team. This high-visibility role reports directly to the Head of Tax.Key Responsibilities:• Prepare complex tax returns for high net worth individuals• Conduct thorough reviews of tax returns• Analyze and process quarterly estimated tax...

Vaco Boston has partnered with a highly regarded wealth management advisory firm seeking a Tax Manager. This high-visibility role reports to the Head of Tax.Responsibilities:Tax Return PreparationPrepare complex tax returns for high net worth individualsReview tax returns for accuracy and completenessAnalyze and process quarterly estimated tax payments for...

About the Role:We are seeking a highly skilled Tax Director to join our Private Client Services (PCS) team at EisnerAmper LLP. This role is based out of our Boston, MA or Burlington, MA offices and offers an exciting opportunity for professionals with experience in tax compliance and consulting.Key Responsibilities:Lead multiple engagements, including...

Welcome to Franklin Resources, a leading global investment management organization. We are seeking a highly motivated and detail-oriented Business Project Strategist to join our team.As a Business Project Strategist, you will play a key role in driving improvements across people, processes, and technology to meet the evolving needs of clients and the...

Job SummaryBoston Medical Center is seeking a highly skilled Lead Hospital Revenue Strategist to join our team. This senior-level position will be responsible for driving revenue growth and ensuring compliance with regulatory requirements.Key ResponsibilitiesDevelop and implement strategic plans to improve hospital net revenue, focusing on cost reporting,...

Job DescriptionWe are seeking a highly skilled Space Planning Strategist to join our team at Boston Medical Center.About the RoleThe successful candidate will be responsible for managing the overall planning and allocation of space in a manner that balances immediate space demand, future growth projections, and cost-effective utilization of resources.You...

Cervello Inc, a Kearney company, seeks an experienced Data Strategist to drive supply chain and financial planning projects. As an o9 Senior Consultant, you will contribute to diverse consulting engagements, offering practical guidance to clients.About the RoleThis is a challenging opportunity for collaborative problem-solvers with more than 2 years of...

At MFS Investment Management, we are dedicated to building a diverse and inclusive workplace. We believe that our employees' unique perspectives and experiences drive innovation and success.About the RoleWe are seeking an experienced Investment Strategist - Equity Associate to join our team. This role is responsible for supporting the Investment Team in...