Client Service Principal, Taxable Partners Capital Investment Group LLPClient Service Principal, TaxableBoston, MA$115,000–$160,000 / yearPart timeHands-on experience servicing US taxable clients (HNW families and family offices), including multi-entity household structures, tax-aware investment operations, and coordination with external CPAs and trust & estate counsel. Proactively identify and mitigate potential risks related to client accounts, working internally to identify, assess, and mitigate risks associated with client accounts and operational processes.
Director - Client Analytics Services Veeva SystemsDirector - Client Analytics ServicesBoston, MA$150,000–$250,000 / yearLeveraging their knowledge and skillsets, Analytics Services Directors support current clients by showcasing Crossix Analytics Products and Services, sharing best practices, managing ongoing client relationships, and working with a team to execute on the analytics. Unlike a traditional corporation, whose only legal duty is to maximize shareholder value, PBCs consider their public benefit purpose and the interests of those materially affected by the corporation's conduct-including customers, employees, and the community-in addition to shareholders' interests.
Client Services Specialist (Remote) All Financial FreedomClient Services Specialist (Remote)Boston, MARemoteThis position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization. Explain financial concepts related to protection, accumulation, and long-term planning.
Tax Manager, Core Tax Services, ASC 740 & Corporate Tax bdo consultingTax Manager, Core Tax Services, ASC 740 & Corporate TaxBoston, MA$102,300–$150,000 / yearThe Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Customer Service Vector Talent SolutionsCustomer ServiceCanton, MA$20–$22 / hourIn this role, you will serve as a key point of contact for customers by processing orders, resolving inquiries, coordinating with internal teams, and ensuring an exceptional customer experience. Respond to customer inquiries via phone, email, and other communication channels regarding order status, pricing, product availability, and order expedites.
Risk Modeling Services P&C - Director PwCRisk Modeling Services P&C - DirectorBoston, MA$134,000–$348,500 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Director, you will set the strategic direction, oversee multiple projects, and cultivate impactful executive-level client relations while mentoring the next generation of leaders.