NewTax Manager JobotTax ManagerBoston, MA$130,000–$160,000 / 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. Apply strong knowledge of portfolio accounting, investments, and corporate tax while managing multiple deadlines with accuracy; experience with CCH Axcess, Tamarac, Microsoft Dynamics CRM, QuickBooks, or SurePrep is a plus.
NewExperienced Tax Staff, Wealth AAFCPAs INCExperienced Tax Staff, WealthWestborough, MAAAFCPAs is seeking an Experienced Tax Staff Accountant to join our Wealth Management team, where you'll work alongside experienced tax specialists and financial advisors to deliver integrated tax planning and compliance services for high-net-worth individuals and families. This hybrid role offers exposure to sophisticated tax matters, including individual, trust, estate, and gift taxation, while providing opportunities to develop expertise in wealth transfer strategies, tax planning, and consulting.
NewFinancial Advisor JobotFinancial AdvisorWestborough, MA$130,000–$140,000 / 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. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.
NewFinancial Planner (Series 7/63/65/66) JobotFinancial Planner (Series 7/63/65/66)Westborough, MA$120,000–$200,000 / 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. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.
Manager, Wealth Management VOYA Financial Inc.Manager, Wealth ManagementBoston, MA$150,000–$175,000 / yearIn addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Asset & Wealth Management - Tax Senior Manager PwCAsset & Wealth Management - Tax Senior ManagerBoston, MA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Product Manager, Wealth Management VOYA Financial Inc.Product Manager, Wealth ManagementBoston, MA$89,170–$148,650 / yearEnsure product management incorporates competitive intelligence, advisor feedback, and end-to-end processes from proposal through implementation and ongoing servicing-addressing both external advisors/clients and internal operations. Seeking a Product Manager to drive sales and advisor/client retention through the development and management of wealth management and retail advisor products, services, and features that meet advisor needs, client expectations, and company objectives.
Asset & Wealth Management Tax Manager PwCAsset & Wealth Management Tax ManagerBoston, MA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC 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 .
Asset & Wealth Management - Renewable Energy Tax Senior Manager PwCAsset & Wealth Management - Renewable Energy Tax Senior ManagerBoston, MA$124,000–$335,000 / yearAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit sharing for partners. Within our Tax practice, you will navigate the complexities of the frequently changing national and international tax environment, addressing operational tax risks and structuring tax strategies for our Financial Services clients.
Asset & Wealth Management Regulated Investment Company (Ric) - Senior Manager PwCAsset & Wealth Management Regulated Investment Company (Ric) - Senior ManagerBoston, MA$124,000–$335,000 / 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 an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.
Asset & Wealth Management - Renewable Energy Tax Manager PwCAsset & Wealth Management - Renewable Energy Tax ManagerBoston, MA$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements; and, Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.
Asset & Wealth Management Regulated Investment Company (Ric) - Manager PwCAsset & Wealth Management Regulated Investment Company (Ric) - ManagerBoston, MA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC 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 .
Tax Manager - Private Wealth Baker Tilly Virchow Krause, LLPTax Manager - Private WealthTewksbury, MA$116,250–$159,640 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Tax Manager - Private Wealth Baker Tilly Advisory Group, LPTax Manager - Private WealthTewksbury, MassachusettsBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Asset & Wealth Management Regulated Investment Company (Ric) - Senior Associate PwCAsset & Wealth Management Regulated Investment Company (Ric) - Senior AssociateBoston, MA$77,000–$214,000 / 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 . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others.
Wealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementBoston, MassachusettsIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Asset & Wealth Management - Tax Senior Associate PwCAsset & Wealth Management - Tax Senior AssociateBoston, MA$77,000–$214,000 / 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 . You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.
Private Wealth Management Wealth Management Associate Morgan StanleyPrivate Wealth Management Wealth Management AssociateBoston, MA$68,000–$120,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Wealth Custody & Clearing Sales, Managing Director State StreetWealth Custody & Clearing Sales, Managing DirectorBoston, Massachusetts$170,000–$267,500 / yearThe Sales team will focus on delivering differentiated, scalable solutions to ultra-high-net-worth (UHNW) clients and large enterprise wealth management firms, ensuring seamless integration across our global platforms and markets. Cultivate and deepen strategic partnerships with UHNW clients, wealth managers, and registered investment advisors, delivering customized custody, clearing, and investment solutions that meet evolving client needs.
NewSenior Software Engineer – Backend Platforms, Vice President (Wealth Custody & Clearing) State StreetSenior Software Engineer – Backend Platforms, Vice President (Wealth Custody & Clearing)Boston, MassachusettsAs WC&C continues to scale its digital and cloud native platforms, we are building modern, resilient backend systems that support high volume financial transactions, real-time data access, and regulatory grade controls. State Street’s Wealth Custody & Clearing (WC&C) business delivers institutional grade custody, clearing, and platform services to wealth managers, broker dealers, and financial institutions.