Manager, Tax Salary at Andsager Bartlett & Pieroni Llp BETA

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client in Westborough, MA. For other roles visit: jobs.lead-advisor.com. Client Service Associate Our full-service financial advisory practice serves high net worth and emerging high net worth clients with: Wealth management Tax-efficient savings strategies Estate planning Risk management Retirement planning The Client Service Associate is an integral part of the overall client experience, supporting the Wealth Management Team. A high degree of accuracy is required, ensuring a satisfying and memorable client experience. Client Service Associate Job Duties: Execute client insurance onboarding, including: Preparing illustrations Scheduling medical exams Preparing applications Managing the underwriting process Preparing for policy delivery meetings Handle ongoing policy servicing and maintenance, such as: Billing updates Reconsiderations Loan processing Execute client investment onboarding, including:

**Job ID Number** R4000 **Employment Type** Full time **Worksite Flexibility** Remote **Job Summary** As a Finance Intern, you will analyze and forecast financial reports, assess discrepancies, reconcile balance sheet accounts, create amortization schedules, oversee accrual reconciliations, and improve data integrity and reporting for CAI and its affiliates. **Job Description** We are looking for a **Finance Intern** **.** This position will be a **full-time Internship role and remote.** **The internship program runs from June 2nd 2025 - August 1st 2025.** **What** **Youll** **Do** + Prepare monthly analysis of financial reports for operating divisions and cost centers, including trend analysis and spending/revenue patterns + Assess monthly financials for discrepancies and error reporting + Prepare monthly forecasts for operating divisions and cost centers + Prepare ad hoc reports to support management in financial decision making + Process recurring journal entries and accruals for mo

Are you ready to take the lead in shaping our financial success? We’re looking for a Director of Finance/ Controller to oversee the daily operations of our Finance Department. This senior-level position performs a crucial rule in managing the organization’s financial success and strategic financial planning, focused primarily on overseeing the operations of the finance department while ensuring compliance with GAAP and financial regulations. Responsibilities: Leads and manages the finance department providing guidance and support to ensure efficient operations across various functions including accounts payable, accounts receivable, and general accounting. Produces and maintains accurate financial reports, including balance sheet and income statement, in compliance with GAAP. Collaborates with senior management and departments on financial matters; conducts financial analysis to support decision making. Manages all third-party audits, and financial systems. Develops, implements, and mo

About the Organization Statement in Support of Social Justice and Equality Founded in 1979 by women deeply committed to social justice, Women's Development Corporation and Housing Opportunities Corporation stand in solidarity with people of color to promote racial equality, condemn violence and support societal change. We pledge to listen to the concerns of the members of our community and share those concerns with one voice, to support and assist efforts that combat injustice, promote equality and provide equal opportunities and to help rebuild trust, confidence and hope in our society. We believe that safe, sustainable housing is the foundation that enables all individuals and families to become and remain economically stable. In furtherance of this mission, we will continue to devote our energy and resources to the development and management of decent, safe and affordable housing and to join strategic partnerships that seek to improve the health, personal growth and economic self-su

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 461 Faunce Corner Road,Suite 1, North Dartmouth, MA If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to

Job Description Job Description Join Our Team as a Passionate Tax Manager! Are you a dynamic and detail-oriented tax professional looking to take the next step in your career? Do you thrive in a collaborative environment where your expertise can truly make an impact? Do you strive to be your own boss some day? Look no further – our growing accounting firm is seeking a dedicated Tax Manager with an entrepreneurial mindset to lead our tax department and drive excellence in client service. What You'll Do: Lead and manage our tax department, overseeing a team of skilled professionals. Reviewing personal, partnership and corporate tax returns. Develop and implement effective tax strategies to optimize client financial outcomes. Provide expert guidance on complex tax matters, keeping abreast of industry trends and regulations. Collaborate with clients to understand their unique needs and offer tailored solutions. Drive continuous improvement within the tax department, refining processes for

Position Summary: This position oversees the day-to-day operations of the Finance department, focusing on operational control and internal financial management, with a team of 3-4 direct reports. The position is required to manage cash flow, prepare comprehensive financial reports, prepare and monitor organizational budget, serve as liaison to auditors, and ensure proper procedures are followed. The Director will play a critical role in supporting senior leadership in decision-making and operational effectiveness, helping the organization strengthen its programming and build internal capacity. This is a key leadership role that requires a dynamic leader to ensure financial sustainability and operational efficiency within a high-impact, mission-driven organization. Public and/or non-profit accounting experience required, CPA experience, or working toward CPA, preferred. Essential Duties and Responsibilities (including but not limited to): Financial Management Develop and implement finan

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 461 Faunce Corner Road,Suite 1, North Dartmouth, MA If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to