Client Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsBoston, MA$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesBoston, Massachusetts$155,000–$210,000 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesBoston, Massachusetts$120,000–$180,000 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Manager / Senior Manager, Client Services True North InsightsManager / Senior Manager, Client ServicesBoston, MA$86,000–$95,000 / yearOne day you may be partnering with your team to deliver a time-sensitive investment diligence project, and the next coaching team members, refining operational strategy, or collaborating across global offices to drive better outcomes for clients and employees alike. At True North Insights, you'll be part of one of the fastest-growing expert networks, partnering with leading healthcare and life sciences companies, institutional investors, and management consulting firms on their most important research initiatives.
Tax Manager - Private Client Services EisnerAmperTax Manager - Private Client ServicesBoston, MAOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Tax Manager - Private Client Services (Pcs) EisnerAmperTax Manager - Private Client Services (Pcs)Westwood, MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Tax Senior Manager - Private Client Services (Pcs) EisnerAmperTax Senior Manager - Private Client Services (Pcs)Westwood, MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Client Services Senior Associate Winged Keel Group IncClient Services Senior AssociateBoston, MAOffering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients' portfolios. Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing.
Tax Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client ServicesBoston, MAOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Client Services Specialist Sun Life Financial IncClient Services SpecialistWellesley Hills, MA$49,200–$66,400 / yearThrough employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.
Client Services Analyst, Field Services Boston Medical CenterClient Services Analyst, Field ServicesBrighton, MA$48,500–$68,000 / yearREQUIRED EDUCATION AND EXPERIENCE: High school diploma and 1-3 years of experience in IT support, with technical proficiency in a broad range of software and hardware, or equivalent combination of education and experience, are required. POSITION SUMMARY: The Field Services Analyst acts as the face of Information Technology, providing front-line technical support for hardware and software solutions for Boston Medical Center and affiliated organizations and employees.
Tax Senior Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client Services (PCS)MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Tax Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS)MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
NewClient Services Specialist IANSClient Services SpecialistBoston, MassachusettsThe focus is acting as a point person throughout the client experience: interacting with IANS Clients, working cross-functionally with Account Managers and Faculty (industry experts), and managing operational tasks. The Client Services Specialist delivers the IANS Ask-an-Expert service to help our clients make better security decisions.
Strategy Manager - Client Technology Services - Bristol Community College Bristol Community CollegeStrategy Manager - Client Technology Services - Bristol Community CollegeFall River, MA$89,443.16–$93,971.22 / yearLocation: Fall River, MA Category: Administration (Non-Unit Professionals) Job Type: Full Time Posted On: Fri Aug 7 2026 Job Description: POSITION TITLE: Strategy Manager - Client Technology Services. STATEMENT OF DUTIES: The Strategy Manager of Client Technology Services supports the Director in the op.
Associate Manager - Client Services - CRL - Boston Infosys LtdAssociate Manager - Client Services - CRL - BostonBoston, MA$100,000–$187,000 / year152576BRMassachusettsUSAInfosys Limited Associate Engagement ManagerITL USA Boston, MA Retail, CPG and logistics, Retail and Consumer Packed GoodsDomain|Sales|After Sales & Service Associate Client Partner - Retail100000187000. Will also consider three years of progressive experience in the specialty in lieu of every year of education and 7+ years of experience, with strong sales/relationship management/account management experience.
Tax Manager | Private Client Services CBIZ IncTax Manager | Private Client ServicesBoston, MAWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
Senior Tax Manager - Private Client Services | Boston | $190k Daley and AssociatesSenior Tax Manager - Private Client Services | Boston | $190kBoston, MA$155,000–$190,000 / yearA leading top 100 CPA and business advisory firm is seeking a Senior Tax Manager to join its Private Client Services team, supporting high-net-worth individuals, multi-generational families, trusts, estates, and fiduciary tax matters. This is a strong opportunity for an experienced tax professional who wants sophisticated client work, leadership exposure, and a more balanced public accounting environment.
Sales and Service Client Services, Officer State Street CorpSales and Service Client Services, OfficerQuincy, MA$65,000–$113,750 / yearYou will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship - for asset managers and asset owners, insurance companies, and official institutions globally. Additionally, the Client Service Officer is responsible for maintaining direct relationships with clients and overseeing the daily accounting and administration of several client-sponsored investment funds.
Tax Senior Associate I Private Client Services CBIZ IncTax Senior Associate I Private Client ServicesBoston, MAWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.