Tax Manager
Location: California, CA Type: Direct Hire Job #64816 Salary: $150,000 Job description: A growing CPA and advisory firm is seeking a Tax Manager to oversee tax planning, compliance, and review for a portfolio of individual and business clients. This leadership role offers the opportunity to manage client relationships, mentor junior staff, and play a strategic […]
Tax Manager
Location: Newark, DE Type: Direct Hire Job #90068 Salary: $175,000 A Tax Manager at a family-owned public accounting firm plays a pivotal role, bridging the gap between complex tax regulations and the specific needs of the firm's diverse clientele. This position demands a blend of technical tax expertise, strong leadership capabilities, and a client-centric approach, […]
Financial Advisor
Location: Akron, OH Type: Direct Hire Job #86552 Salary: $85,000 Financial Advisor Akron, OH Our client is a fast-growing, well-established wealth management firm headquartered in Pittsburgh. They currently have over $2.5 billion in assets under management for over 1,000 private households. This position will report to the Regional Managing Director of the Akron, OH location […]
Financial Advisor
Location: Greenville, SC Type: Direct Hire Job #86553 Salary: $85,000 Financial Advisor Greenville, SC Our client is a fast-growing, well-established wealth management firm headquartered in Pittsburgh. They currently have over $2.5 billion in assets under management for over 1,000 private households. This position will report to the Regional Managing Director of the Greenville, location and […]
Financial Advisor
Location: Waltham, MA Type: Direct Hire Job #40569 Salary: $120,000 FINANCIAL ADVISOR A greater Boston RIA is seeking qualified candidates for a long-term,career trajectory Financial Advisor that will have a direct and meaningful impact on the company's growth. […]
Research Associate
Location: Boston, MA Type: Direct Hire Job #40706 Salary: $100.00 RESEARCH ASSOCIATE This individual will conduct research on companies consistent with the team’s investment philosophy. Complete alignment and dedication to the team’s philosophy and process is crucial. The position will work with and report to the portfolio management team. Job Responsibilities Develop a detailed understanding […]
Reimbursement Authorization Specialist I
Location: Ayre, MA Type: Direct Hire Job #46129 Salary: $63,000 Our client is making significant advances in food and health with new ideas and innovative technologies. We are seeking candidates with energy and enthusiasm to be part of our growing team throughout North America. The role of the Reimbursement Authorization Specialist I is integral to […]
Senior Accountant
Location: Milford, NH Type: Direct Hire Job #38811 Salary: $85,000 Are you an experienced accountant looking to join an established company? Look no further! Performs general cost accounting and other related duties for the organization. Prepares monthly balance sheets, income statements, and profit and loss statements. Maintains the general ledger. Codes invoices, sets up new […]
Client Intake Specialist
Location: Boston, MA Type: Direct Hire Job #43427 Salary: $85,000 An individual in this position will be responsible for the complete review process for all documents related to new accounts for financial intermediaries, support for the onboarding of institutional separate accounts, pooled products, high net worth dual contracts, and assist with legal document review for […]
Client Service Associate
Location: Boston, MA Type: Direct Hire Job #43589 Salary: $80.00 Client Service Associate Position Overview: Client Service Associate needed to join our Commingled Funds Client Service team. This role supports 35+ Commingled Funds and Collective Investment Trusts (CITs). This role is best suited for a dedicated, detail-oriented, organized individual who knows and loves the financial industry […]