Vaco LLCClient Services Analyst – Fund Accounting Vaco LLCClient Services Analyst – Fund AccountingBoston, MA$29–$29.68Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Reed Smith USGuest/Office Services Specialist Reed Smith USGuest/Office Services SpecialistBoston, Massachusetts$26.44–$29.57Full timeThis position serves as the first point of contact for clients, visitors, and personnel, ensuring a welcoming and professional environment, while also managing document production, mail services, and general office support. The Guest/Office Services Specialist is a client-facing role responsible for delivering exceptional front-of-house service while supporting core office services operations.
JobotNewAssociate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesBoston, MA$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
JobotNewVice President, Transaction Advisory Services JobotVice President, Transaction Advisory ServicesBoston, MA$160,000–$215,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
JobotNewTransaction Services Senior Associate (M&A) JobotTransaction Services Senior Associate (M&A)Boston, MA$100,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
JobotNewVice President of Transaction Services JobotVice President of Transaction ServicesBoston, MA$130,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Transaction Services team supports private equity firms, founder-led businesses, and investors across all phases of the deal process.
JobotNewBuilding Automation Service Technician JobotBuilding Automation Service TechnicianBoston, MA$35–$55 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role supports commercial and institutional clients by ensuring their building automation systems (BAS) and connected HVAC equipment operate reliably and efficiently.
Vaco LLCNewEntry Level Financial Services Vaco LLCEntry Level Financial ServicesBoston, MA$24–$24Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Brooksby Village by Erickson Senior LivingNewMedicare Sales and Customer Services Manager Brooksby Village by Erickson Senior LivingMedicare Sales and Customer Services ManagerDanvers, MA$40,000–$50,000 / yearSee Erickson Senior Living Privacy Policy at https://www.ericksonseniorliving.com/privacy-policy and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. Brooksby Village helps people live better lives by fulfilling our promises of a vibrant lifestyle, financial stability, and focused health and well-being services for those who live and work with us.
BNYNewVice President, Fund/Client Accounting Manager BNYVice President, Fund/Client Accounting ManagerBoston, MA$69,000–$185,000Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
BNYNewSpecialist, ETF Services II BNYSpecialist, ETF Services IIBoston, MA$52,000–$86,000Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work.
BNYNewSpecialist, Investor Services Operations Representative BNYSpecialist, Investor Services Operations RepresentativeBoston, MA$52,000–$60,000Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. We’re seeking a future team member for the role of Specialist, Investor Services Operations Representative to join our Integrated Middle Office Sol Ops team.
Berkeley Research Group, LLCConsultant - Corporate Finance - Healthcare Berkeley Research Group, LLCConsultant - Corporate Finance - HealthcareBoston, MAUtilize business, finance, accounting, and analytical skills to prepare and execute transactions using financial modeling and analysis, financial and operational process optimization, data management, analytics and visualization, business plan assessments, financial technology enablement, transaction support, and finance transformation. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients’ challenges.
BNYNewSenior Specialist, Investor Services Operations BNYSenior Specialist, Investor Services OperationsWestborough, MAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
JobotNewTax Manager - Partnerships JobotTax Manager - PartnershipsBoston, MA$130,000–$160,000 / yearOur range of expertise provides services to a wide array of clients from town, local, and state governments to healthcare, not-for-profit, higher education, commercial, financial services, high tech, and more. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Vaco LLCCustomer Service Representative Vaco LLCCustomer Service RepresentativeBoston, MA$20–$21Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
JobotNewTerritory Sales Manager JobotTerritory Sales ManagerBoston, MA$100,000–$125,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We offer a competitive incentive-based compensation structure, cross-cultural collaboration, and ongoing training and development opportunities designed to support long-term career growth.
Cox CommunicationsNewClient Solutions Retention Representative (Cox Business) Cox CommunicationsClient Solutions Retention Representative (Cox Business)Johnston, RI$19.13–$28.65Reduce controllable churn by solving problems, offering tailored incentives and uncovering upsell opportunities that truly meet customers' needs while also assisting with billing related inquiries Here's a look at what you'll be doing: Answering customer disconnect calls and resolving issues, saving the day with creative solutions and attractive offers. Making outbound calls to inform customers about referral programs, new products, enhanced packages or simply to renew, save or upgrade their services.
OrkinNewCommercial Service Manager OrkinCommercial Service ManagerLynn, MA$70,000–$80,000Work alongside a team that values safety, professionalism, empathy, integrity and innovation in pursuit of our mission to deliver the peace of mind only an Orkin Pro can provide. You’ll put your proven leadership skills to work in developing and motivating your team to deliver top-notch service to every customer.
FedExRetail Customer Service Associate FedExRetail Customer Service AssociateProvidence, Rhode Island$17–$19.98 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
*US AMR-Jones Lang LaSalle Americas, Inc.NewSenior Construction Project Manager *US AMR-Jones Lang LaSalle Americas, Inc.Senior Construction Project ManagerWaltham, MA$120,000–$140,000What this job involves: The Senior Construction Project Manager role involves leading end-to-end project delivery by developing and executing project strategies, budgets, and schedules that align with both JLL and client objectives. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
FMNewAccount Manager FMAccount ManagerNorwood, MA$106,000–$152,000Ensuring profitability by retaining existing customers at equitable terms and conditions using FM insurance capacity in conjunction with our risk management expertise to improve client risk quality and selling additional product lines as appropriate. Building and maintaining excellent relationships with clients and brokers to successfully create long-term customer loyalty to FM, including significant number of face-to-face meetings with senior client personnel.
AramarkNewCatering Sales and Operations Manager - House of Blues-Boston AramarkCatering Sales and Operations Manager - House of Blues-BostonBoston, MA$75,000–$85,000BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Provide completed Banquet Event Orders to team and provide quality assurance all requests are met prior to event . ?
BNYNewSenior Vice President, Data Science Manager BNYSenior Vice President, Data Science ManagerBoston, MACreate frameworks to evaluate and improve multiple forms of business language, including technical explanatory content, service model descriptions, control and risk language, product capability statements, proof points, differentiators, and persuasive client-facing messaging. This role combines data science leadership with a strong knowledge engineering focus, applying advanced analytical and AI methods to business text, response content, and approved firm artifacts to improve response generation, content quality, and operational efficiency.
TravelNurseSourceNewTravel Nurse RN - Case Manager - $1,157 per week in Cambridge, MA TravelNurseSourceTravel Nurse RN - Case Manager - $1,157 per week in Cambridge, MACambridge, MA$1,157.04–$1,157.04ID: 63029566 Shift: 8H Evening Description: Contract Guarantee hours= 72 Hours Biweekly on all Assignments these guaranteed hours do not include any on-call time worked Requisition Comments and coversheet required at time of submission. This includes assessing service needs; counseling, developing plans for access to services, liaison with client, families, programs, and service providers.
TravelNurseSourceNewTravel Nurse RN - Case Manager - $1,091 per week in Cambridge, MA TravelNurseSourceTravel Nurse RN - Case Manager - $1,091 per week in Cambridge, MACambridge, MA$1,090.94–$1,090.94ID: 77276694 Shift: 8H Evening Description: Contract Guarantee hours= 72 Hours Biweekly on all Assignments these guaranteed hours do not include any on-call time worked Requisition Comments and coversheet required at time of submission. This includes assessing service needs; counseling, developing plans for access to services, liaison with client, families, programs, and service providers.
AramarkNewCustodial Manager AramarkCustodial ManagerDanvers, MA$60,000–$75,000We are seeking a strong operational leader with experience managing custodial, housekeeping, environmental services, or facilities cleaning teams in large-scale higher education environments. This role is responsible for overseeing evening custodial operations across university buildings and campus facilities while leading frontline custodial teams in a fast-paced higher education environment.
BC ForwardClient Lead - Onboarding BC ForwardClient Lead - OnboardingBoston, MAThe ideal candidate will have strong experience in custody operations, SWIFT/SFTP connectivity, and end-to-end third-party onboarding and a proven ability to lead client-facing change delivery across trade lifecycle, cash, and corporate actions to the IMOS strategic platform. Partner with Product, Operations, Reference Data, Testing, and Technology to define executable onboarding plans and ensure downstream readiness across trade lifecycle, cash, and corporate actions.
A-Line Staffing Solutions LLCBilingual Customer Service Banker A-Line Staffing Solutions LLCBilingual Customer Service BankerLincoln, RI$26–$26 / hourThe Bilingual Customer Service Banker is responsible for assisting clients through incoming calls with needs for credit and short-term lending while identifying additional opportunities to help them achieve their financial goals. A-Line Staffing is seeking a motivated and detail-oriented Bilingual Customer Service Banker (English/Spanish) This role offers career growth, a supportive work environment, and full-time hours (40+ per week).
A-Line Staffing Solutions LLCCustomer Service Banker A-Line Staffing Solutions LLCCustomer Service BankerLincoln, RI$26–$26 / hourThe Customer Service Banker is responsible for assisting clients through incoming calls with their credit and short-term lending needs while identifying additional financial opportunities. Relationship Building: Create a positive client experience through active listening, addressing questions clearly using plain language, building rapport, and handling objections effectively.
A-Line Staffing Solutions LLCBanking Customer Service(Spanish/Bilingual) {170179} A-Line Staffing Solutions LLCBanking Customer Service(Spanish/Bilingual) {170179}Lincoln, RI$26–$26 / hourA leading financial services organization is seeking motivated and customer focused Bilingual Customer Service Representatives to support clients with banking, lending, and financial service needs. Support and fulfill banking products including credit cards, checking accounts, savings accounts, and lending solutions .
A-Line Staffing Solutions LLCCustomer Service Rep - Banking Call Center -Lincoln RI {170180} A-Line Staffing Solutions LLCCustomer Service Rep - Banking Call Center -Lincoln RI {170180}Lincoln, RI$26–$26 / hourMinimum 2 years of customer service, call center, retail, hospitality, sales, or banking experience preferred . Responsibilities: • Handle inbound customer calls regarding banking products and account services .
A-Line Staffing Solutions LLCBilingual Customer Service Representative – Banking {170179} A-Line Staffing Solutions LLCBilingual Customer Service Representative – Banking {170179}Lincoln, RI$26–$26 / hourSupport customers with credit cards, lending solutions, checking accounts, and savings accounts. Responsibilities: Assist clients through inbound calls regarding credit and short-term lending needs.
A-Line Staffing Solutions LLCBilingual Banker CSR (Spanish/English) – Direct Hire A-Line Staffing Solutions LLCBilingual Banker CSR (Spanish/English) – Direct HireLincoln, RI$26–$26 / hourThis role is responsible for handling inbound customer inquiries, identifying financial needs, recommending appropriate products and services, and delivering an exceptional client experience. Educate clients on available financial products including checking accounts, savings accounts, credit cards, and lending solutions .
Ernst & Young Global LtdFinancial Services - Private Client Services - Tax Services Senior Manager EDGE Ernst & Young Global LtdFinancial Services - Private Client Services - Tax Services Senior Manager EDGEBoston, MA$127,900–$291,900 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
SnapMedTech IncClient Services Manager SnapMedTech IncClient Services ManagerBoston, MA$55,000–$65,000 / yearFollowing the merger of SnapCare and connectRN, we are building a stronger, more innovative healthcare workforce platform focused on improving care delivery nationwide. Reporting to our VP of Home Health, this Client Services Manager will contribute by ensuring partners and clinicians have the support, follow-up, and operational coordination needed to deliver a seamless staffing experience.
Bayada Home Health Care, Inc.Client Services Manager, Home Care Bayada Home Health Care, Inc.Client Services Manager, Home CarePlymouth, MAClient Services Managers will partner with Clinical Managers to provide supervision and support to field employees . We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
Ernst & Young Global LtdFinancial Services - Private Client Services - Tax Senior Manager Ernst & Young Global LtdFinancial Services - Private Client Services - Tax Senior ManagerBoston, MA$132,100–$301,600 / yearYou will provide deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation, and meet performance objectives and metrics set locally through individual and/or team performance (client service, quality and risk management, sales and business growth, solution development and teaming, etc.). If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
State Street CorporationNewRetiree Services Client Service Manager, Officer State Street CorporationRetiree Services Client Service Manager, OfficerQuincy, MA$60,000–$90,000 / yearThe specific scenarios and escalation methods are detailed in the relevant procedures and employees are required to follow these procedures ensuring that they identify unusual or potentially suspicious transaction activity and escalate appropriately. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Weston & SampsonWater/Wastewater Client Services Manager Weston & SampsonWater/Wastewater Client Services ManagerWilmington, MA$100,000–$120,000 / yearWe embrace the rich perspectives and experiences that arise from people of different races, ethnicities, cultures, sexual orientation, gender identities, ages, socio-economic statuses, abilities, and religions, as well as other untapped groups, within our Weston & Sampson family and the communities we serve. Weston & Sampson offers a flexible work environment, competitive compensation, industry-leading benefits, and exciting career growth opportunities—all in a supportive and dynamic corporate culture that embraces diverse perspectives and recognizes people for their contributions.
Deloitte Touche Tohmatsu LtdNewTax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesBoston, MA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
TAG EisnerAmper, LLC (Inactive)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.
TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax 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.
TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax 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.
CNA Financial CorpClient 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.
CNA Financial CorpSr. Client Services Manager CNA Financial CorpSr. Client Services ManagerBoston, MA$72,000–$141,000 / yearPerforms 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. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually.
CNA Financial CorpSr Client Services Manager - National Accounts CNA Financial CorpSr Client 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.
SnapCareClient Services Manager SnapCareClient Services ManagerBoston, MA$55,000–$65,000Following the merger of SnapCare and connectRN, we are building a stronger, more innovative healthcare workforce platform focused on improving care delivery nationwide. Reporting to our VP of Home Health, this Client Services Manager will contribute by ensuring partners and clinicians have the support, follow-up, and operational coordination needed to deliver a seamless staffing experience.
bdo consultingTax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesBoston, MA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.