$1.2B+ AUM, FEE-ONLY RIA, FAST GROWING Interested? Click for more information. Our client is a premier financial planning and wealth management firm operating in the greater Boston area. The candidate will have the opportunity to work fo...
versus planned equipment items with project Planner, internal PM, architect, and engineer to ensure any MEP issues... and modifies the appropriate planning database equipment specifications and cut sheets as needed. Create new projects with initial...
) and the ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools... functions Actively participate in signing and onboarding new clients to the firm Lead tax client service team for compliance...
and business decisions Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance... and participation in CPE activities and training Builds new relationships and maintains existing relationships with BDO professionals...
and business decisions Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance... and participation in CPE activities and training Builds new relationships and maintains existing relationships with BDO professionals...
with more than $5.0 billion in annual revenue, 2,600 employees, and main offices in Boston (headquarters), New York City, Miami, West... to leverage your inherent curiosity and proven capabilities to catapult you to the next level. The Senior Planner supports...
engagement, recruiting and benefits/payroll. Onboarding: Oversee and coordinate the entire onboarding process for all new..., with preference for candidates close to either Boston or New Hampshire AMC locations. Founded in 1876, the Appalachian Mountain Club...