- Citizens (Boston, MA)
- …personnel. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the client's investment needs ... a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial...assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares… more
- Deloitte (Boston, MA)
- …regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset ... clients to gain a competitive advantage by properly managing tax transparency regimes, enhancing their customer 's experience...Information Reporting Tax subject matter experts provide services to the largest financial institutions in… more
- Cherry Bekaert (Bedford, MA)
- …Work (https://www.cbh.com/about/awards-and-recognition/) , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud ... respect and confidence of the partners/directors by consistently demonstrating excellent customer service , quality work products, and professional integrity. +… more
- Robert Half Finance & Accounting (Canton, MA)
- … reporting and compliance. * Provide strategic tax planning and advisory services to optimize client financial outcomes. * Utilize software tools such as ... returns, ensure compliance with regulations, and provide strategic tax planning services to clients. This position... tax returns with precision and adherence to tax regulations. * Analyze client financial records… more
- H&R Block (Melrose, MA)
- …+ Bachelor's degree in accounting or related field + Previous experience in a customer service or retail environment + Experience working in a fast-paced, ... open. A Typical Day Joining H&R Block as a Tax Associate means you will have the support of...growth, increase client retention, and offer additional products and services + Provide clients with IRS support + Support… more
- Robert Half Finance & Accounting (Worcester, MA)
- …expert advice on complex tax issues. * Conduct client consultations to understand financial goals and develop customized tax strategies. * Lead and mentor a ... Description We are looking for an accomplished Tax Manager to lead our tax ...contribute to the growth and development of the firm's services . For Immediate Interview please contact Victor Muller at… more
- H&R Block (Natick, MA)
- … situations concisely via phone, email and chat + Experience utilizing effective customer service techniques + Analytical and problem-solving skills + Successful ... stronger every year. Joining H&R Block as a Remote Tax Professional means you'll serve clients with diverse ...growth, increase client retention, and offer additional products and services + Understand that teamwork is essential to our… more
- State of Massachusetts (Chelsea, MA)
- …. Prior experience working in a call center, or in the following fields: customer service , collections, and/or tax administration *Duties & Responsibilities ... , child support and municipal finance laws in ways that are innovative, customer -focused and transparent. *Division Overview:* The Tax Administration Division is… more
- Robert Half Finance & Accounting (Boston, MA)
- Description We are looking for an experienced Tax Director or Tax Manager to join our dynamic team in Boston, Massachusetts. In this role, you will serve as a ... trusted advisor to clients, offering innovative solutions for complex tax challenges while ensuring compliance with regulatory standards. Your expertise will play a… more
- Wells Fargo (Boston, MA)
- …agreements and related documentation + Advanced knowledge of financial issues and tax issues + Customer service focus with experience actively listening, ... property performance, including construction and lease-up progress + Analyze tax returns and property and sponsor financial ...eliciting information, comprehending customer issues/needs, and recommending solutions + Extensive knowledge and… more
