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Reposted 19 Days AgoSaved
In-Office
Boston, MA, USA
130K-300K Annually
Senior level
130K-300K Annually
Senior level
Financial Services
The Lead Advisor manages client relationships, develops wealth management strategies, and leads a service team to enhance client satisfaction and retention.
Reposted 19 Days AgoSaved
In-Office
Boston, MA, USA
135K-165K Annually
Senior level
135K-165K Annually
Senior level
Financial Services
As a Tax Senior Manager, you will lead tax planning and compliance for clients, manage relationships, oversee audits, and coach team members.
Top Skills: Adobe AcrobatAdpBna PortfoliosBna Tax PlannerCch Axcess TaxExcelMS OfficeQuickbooksRia CheckpointSalesforceWindows
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