- Robert Half Finance & Accounting (Needham, MA)
- Description Job Title: Tax Manager and/or Senior Tax Manager Qualifications: To be considered for this position, applicants must hold a CPA ... Prepare federal and state individual, trust, partnership, and corporate tax returns. + Conduct tax research and...Excel and Word. * Adhere to high confidentiality and fiduciary standards. Interested candidates should apply here but can… more
- TIAA (Boston, MA)
- …and Duties** + Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. + ... The Senior Planned Giving Technical Consultant job provides expert...direction of the Director. + Monitors changes in state fiduciary law, state and federal tax law,… more
- Bank of America (Boston, MA)
- Philanthropic Client Manager Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... accounts. They are responsible for providing client support and executing our fiduciary duties in compliance with all laws, regulations, policies and procedures.… more
- Bank of America (Waltham, MA)
- …information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners ( Tax , Compliance, SAM, ... the Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within Settlement… more