<p>Our client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team.</p><p>Essential tasks include client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong collaboration and communication skills, are highly valued.</p><p>Ideal candidate will bring 2+ years of experience in a similar role, FINRA Series 7 and ideally Series 66 (63/65).</p><p>Please reach out to Thatiane Abrantes for more details. Thank you!</p>
Position: Senior Field Information Technology Support Engineer<br><br>Job Description:<br>We are seeking a skilled and experienced Senior IT Engineer to join our team. The successful candidate will provide technical support and assistance to our clients on-site and remotely. The Senior Engineer will manage and design network environments, handle firewall and switch configurations, maintain phone systems, manage storage area networks, and support virtualized environments. Additionally, the candidate should possess expertise in cloud infrastructure management, Microsoft 365 administration, and supporting collaboration platforms such as Zoom Rooms and Teams Rooms.<br>Key Responsibilities:<br>• Travel to client sites regularly in MA and NH for technical support and assistance.<br>• Provide remote support for clients.<br>• Design, manage, and maintain diverse network environments.<br>• Configure and manage firewalls, primarily Meraki, Fortinet, and Palo Alto.<br>• Handle the configuration and management of switches, primarily HP/Aruba, Cisco, and Meraki.<br>• Manage wireless networks using Meraki and Ubiquiti technologies.<br>• Maintain and support phone systems, particularly 3CX and Avaya.<br>• Manage and maintain storage area networks, focusing on HPE and EqualLogic.<br>• Design, manage, and maintain VMware and Hyper-V environments.<br>• Oversee the management and administration of cloud infrastructure, primarily Azure and AWS.<br>• Manage and support Active Directory, both on-premises and Azure.<br>• Assist in migrating clients from on-premises to cloud infrastructure.<br>• Utilize PowerShell for automation and scripting tasks.<br>• Provide expertise in Windows Server administration.<br>• Deliver high-level support for Windows 10/11 environments.<br>• Offer essential support for Mac and Linux systems.<br>• Be familiar with Datto BCDR solutions.<br>• Microsoft 365 Administration.<br>• Support Zoom Rooms and Teams Rooms for collaboration purposes.<br>• Perform other job duties assigned by management.<br>Working Conditions:<br>Working conditions include office work and fieldwork if required. Candidates must usually deal with multiple tasks and queries at once. The ability to manage a workload and handle multiple tasks would be the key. The candidate will work out of the office, and one day from home.<br>Knowledge, Skills, and Abilities:<br>• Ability to travel to client sites regularly.<br>• Proficiency in providing remote technical support.<br>• Managed Services experience is preferred.<br>• Strong problem-solving skills and the ability to think creatively to find solutions.<br>• In-depth knowledge of managing and designing diverse network environments<br>• Knowledge of Kaseya RMM/PSA for remote monitoring and management
<p>We are looking for a skilled Help Desk Analyst II to join our team in Palmer, Massachusetts. This long-term contract position involves providing comprehensive support for end-user environments, ensuring the smooth operation of desktop systems and business software applications. The role requires a proactive individual who can address technical issues effectively while maintaining strong communication with various departments and external vendors.</p><p><br></p><p>Responsibilities:</p><p>• Deliver Tier-1 and Tier-2 technical support to users within the corporate environment.</p><p>• Manage and maintain desktop operating systems and business software applications, including patching, troubleshooting, and software installations.</p><p>• Perform hardware and software inventory management and coordinate office relocations.</p><p>• Deploy operating systems using desktop imaging tools to ensure efficient system setup.</p><p>• Repair and upgrade laptops and desktop computers to meet user needs.</p><p>• Record and track incidents and service cases accurately in the ServiceNow database.</p><p>• Provide direct user support and escalate complex issues to higher technical teams when necessary.</p><p>• Respond promptly to service requests, analyzing the scope of support required and delivering solutions.</p><p>• Administer user access accounts, manage shared resources, and create user groups.</p><p>• Collaborate with departments and vendors to ensure reliable infrastructure and technical issue resolution.</p>
We are looking for an experienced Desktop Support Analyst to join our team in Cambridge, Massachusetts. In this role, you will provide comprehensive IT support to both office and lab environments, handling technical escalations and ensuring smooth operations for onsite employees. This is a long-term contract position offering the opportunity to contribute to various IT projects while maintaining a high level of service.<br><br>Responsibilities:<br>• Deliver Tier 1 to Tier 2.5 technical support for desktop systems, ensuring timely resolution of issues.<br>• Troubleshoot and resolve problems related to GSuite, Windows OS, and other software applications.<br>• Manage ticketing systems to track and prioritize IT requests effectively.<br>• Perform hardware refreshes, replacements, and maintenance to support operational needs.<br>• Facilitate onboarding and offboarding processes, including equipment setup and recovery.<br>• Support lab and office IT environments by addressing specialized technical requirements.<br>• Participate in IT-related projects, contributing to planning and execution.<br>• Provide mobile device support and troubleshoot connectivity issues.<br>• Document processes and maintain standard operating procedures for consistent service delivery.<br>• Collaborate with teams to improve IT systems and ensure security compliance.
We are looking for a dedicated Help Desk Analyst II to join our team in Woburn, Massachusetts. In this role, you will provide exceptional technical support and assistance to internal customers while maintaining a high level of attention to detail and accuracy. As part of a collaborative environment, you will contribute to the continuous improvement of departmental success. This is a long-term contract position offering an excellent opportunity for growth within the detail-oriented services industry.<br><br>Responsibilities:<br>• Deliver timely and courteous technical support to internal users, ensuring issues are resolved effectively.<br>• Apply troubleshooting expertise to diagnose and resolve hardware, software, and system-related problems.<br>• Maintain detailed records of customer interactions and solutions using designated computer applications.<br>• Configure and deploy hardware and software systems, ensuring compatibility and functionality.<br>• Provide support for devices such as Apple products, Mac computers, and Android systems.<br>• Utilize knowledge of Active Directory, Citrix, and Cisco technologies to resolve network and system issues.<br>• Assist in managing configuration settings and deployments to optimize system performance.<br>• Collaborate with team members to identify and implement improvements in service delivery.<br>• Educate users on best practices for utilizing hardware and software efficiently.<br>• Ensure compliance with company policies and procedures while delivering technical solutions.
We are looking for an experienced Help Desk Analyst III to provide technical support and solutions for a small business environment. This contract position offers an opportunity to work on projects such as optimizing G Suite, installing security systems, and addressing technical challenges. The role is based in Attleboro, Massachusetts, and is part-time with potential for extension.<br><br>Responsibilities:<br>• Enhance and streamline the functionality of G Suite to improve business operations.<br>• Install and configure security cameras at designated warehouse locations.<br>• Provide technical support for Microsoft Windows systems, including troubleshooting and resolving issues.<br>• Manage service desk tickets efficiently, ensuring timely resolution of technical queries.<br>• Offer support and guidance for Apple iOS devices used within the organization.<br>• Maintain and update Active Directory as required.<br>• Collaborate with team members to address IT-related challenges and implement effective solutions.<br>• Assist with basic website management tasks, ensuring functionality and performance.<br>• Deliver clear and thorough communication while resolving technical issues.<br>• Ensure all systems are secure and operating effectively.
<p>We are looking for a dedicated and meticulous Tax Staff member to join our team in Westborough, Massachusetts. In this role, you will play a key part in supporting our clients with tax preparation, planning, and compliance solutions while contributing to the success of our collaborative team. This position offers an excellent opportunity to grow within a supportive and innovative environment.</p><p><br></p><p>For immediate interview please call Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual, corporate, partnership, trust, and estate tax returns in compliance with federal and state regulations.</p><p>• Assist in designing and implementing tax planning strategies to optimize clients’ financial outcomes.</p><p>• Conduct detailed research on tax laws and regulations to ensure accurate and up-to-date compliance.</p><p>• Collaborate with team members to analyze financial statements and projections, providing clients with actionable insights.</p><p>• Utilize tools such as Microsoft Excel and tax software to streamline processes and improve accuracy.</p><p>• Provide support for quarterly tax filings and ensure timely submission of all required documentation.</p><p>• Address client inquiries related to tax compliance and offer tailored solutions to meet their needs.</p><p>• Stay informed on changes in tax laws and proactively apply updates to client accounts.</p><p>• Participate in training sessions or seminars to enhance technical skills and support continuous growth.</p>
<p>We are looking for a skilled Tax Manager to join our team in Marlborough, Massachusetts. In this role, you will oversee tax compliance processes, provide expert guidance on tax matters, and support clients with their financial and bookkeeping needs. You will also have the opportunity to mentor and develop entry-level staff members while building strong client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual, corporate, and partnership tax returns, ensuring compliance with relevant regulations.</p><p>• Oversee the preparation and review of tax extensions and income tax payment estimates for federal and state authorities.</p><p>• Assist in maintaining accurate tax accounting records and review detailed documentation.</p><p>• Support business clients by managing bookkeeping tasks, including entering transactions, reconciling bank accounts, and creating journal entries.</p><p>• Process annual Form 1099 filings for clients and ensure timely submissions.</p><p>• Draft and review response letters to tax authorities, addressing inquiries and issues effectively.</p><p>• Establish and nurture client relationships throughout the year to provide consistent support and guidance.</p><p>• Manage and lead entry-level team members, offering training, mentorship, and performance development.</p><p>• Apply a comprehensive understanding of accounting principles, practices, and procedures to all tasks.</p>
We are looking for a dedicated and detail-oriented Legal Assistant to join our team in Boston, Massachusetts. This is a long-term contract position within the financial services industry, offering an exciting opportunity to support compliance and legal operations. The ideal candidate will have strong organizational skills, proficiency in Microsoft Office applications, and the ability to manage multiple tasks efficiently.<br><br>Responsibilities:<br>• Coordinate and manage calendars, including scheduling and organizing meetings with senior executives and their assistants.<br>• Draft and format internal policies, procedures, memos, and client communications using Microsoft Word.<br>• Analyze and manage large datasets in Excel by using functions like V-lookup, pivot tables, and formulas.<br>• Convert image-based and proprietary files into searchable digital formats for efficient document management.<br>• Maintain and update electronic client files while ensuring compliance with client guidelines.<br>• Support the Compliance Group by managing checklist review processes, including initiating checklists, organizing backup folders, and escalating issues as needed.<br>• Assist the Trading Compliance Group with preparing materials for client certifications and reviewing trade surveillance reports to identify and escalate exceptions.<br>• Ensure all tasks and projects are completed accurately and within established deadlines.
<p>We are looking for an accomplished Tax Manager to lead our tax practice in Worcester, Massachusetts. This role is ideal for someone with a strong background in tax advisory, team leadership, and client relationship management. As a key player in the organization, you will oversee tax strategies, mentor a team, and contribute to the growth and development of the firm's services.</p><p><br></p><p>For Immediate Interview please contact Victor Muller at 508 205 2136</p><p>Responsibilities:</p><p>• Design and execute tax planning strategies to ensure compliance while minimizing tax liabilities.</p><p>• Supervise the preparation and review of tax returns, ensuring accuracy and compliance with regulatory requirements.</p><p>• Manage tax filing schedules and extensions to ensure timely submissions and prevent penalties.</p><p>• Research and analyze tax laws and regulations, applying insights to client engagements and training sessions.</p><p>• Build and nurture client relationships by providing expert advice on complex tax issues.</p><p>• Conduct client consultations to understand financial goals and develop customized tax strategies.</p><p>• Lead and mentor a team of tax professionals, fostering growth and collaboration within the department.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in tax operations.</p><p>• Support business development activities by identifying prospective clients and expanding service offerings.</p><p>• Collaborate with senior leadership to align tax practices with the firm's overarching goals.</p>
We are looking for a motivated and detail-oriented Associate to join our Portfolio Support team in Boston, Massachusetts. This role involves collaborating with deal teams, portfolio company leaders, and consultants to drive operational improvements, enhance value creation, and optimize resources across a diverse portfolio. As an Associate, you will contribute to analyzing performance metrics, streamlining processes, and building scalable systems to support the team's growth.<br><br>Responsibilities:<br>• Collaborate with portfolio companies and investment teams to support initiatives in areas such as Responsible Investment and Human Capital.<br>• Conduct analytical projects to align key stakeholders, including portfolio executives, internal teams, and external consultants.<br>• Prepare presentations and materials for strategic meetings, such as annual general meetings or executive summits.<br>• Manage and expand executive networks by coordinating agendas and facilitating knowledge sharing among functional groups.<br>• Track and evaluate portfolio company performance using KPIs, providing actionable insights to enhance decision-making.<br>• Develop and implement improved reporting systems to support executive-level decisions.<br>• Review and refine internal workflows to increase efficiency and scalability, leveraging tools like automation where applicable.<br>• Maintain high-quality data organization within systems such as Salesforce, Power BI, and project management tools.<br>• Support responsible investment reporting by preparing required documentation and reports.<br>• Analyze data trends to create scalable models for ongoing updates and ad hoc requests.
We are looking for a dedicated Help Desk Analyst to provide essential IT support in Westborough, Massachusetts. This onsite role involves assisting with fundamental technical tasks and user support, making it an excellent opportunity for individuals eager to contribute to an IT department. This is a long-term contract position requiring part-time availability for approximately 24 hours per week.<br><br>Responsibilities:<br>• Set up user hardware and ensure proper configuration.<br>• Process returns and maintain accurate records.<br>• Provide hands-on support for onsite users, troubleshooting basic IT issues.<br>• Diagnose and resolve printer and office computer problems.<br>• Perform minor server room tasks, such as rebooting terminal servers.<br>• Create tickets for advanced issues requiring escalation.<br>• Assist with resolving small-scale technical challenges to support daily operations.
<p>We are looking for an experienced Senior Tax Manager to join our team in Hopkinton, Massachusetts. In this role, you will lead a talented group while providing expert guidance on tax matters for a diverse range of clients. This is an excellent opportunity to leverage your expertise in tax compliance, returns, planning, and research to deliver outstanding service and contribute to the growth of our practice.</p><p><br></p><p>For immediate consideration, please contact Mylinda Harrison at 508-205-2130.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage a team of accountants and managers to ensure accurate and efficient delivery of client services.</p><p>• Conduct comprehensive reviews of tax returns for C-Corporations, S-Corporations, partnerships, multi-state entities, and high-net-worth individuals.</p><p>• Supervise and direct team members, providing regular progress updates to senior leadership and partners.</p><p>• Coordinate proactive tax planning meetings with clients and ensure timely submission of tax filings.</p><p>• Apply a strong understanding of reporting requirements, including ASC 740 and other relevant standards.</p><p>• Perform in-depth tax research using tools such as Thomson Reuters Checkpoint and present findings to client management or boards.</p><p>• Build and maintain a reliable referral network to support business development efforts.</p><p>• Manage client relationships to deliver exceptional service and identify opportunities for additional engagement.</p>
<p>We are looking for an experienced Tax Accountant to join our team in Canton, Massachusetts. In this role, you will apply your expertise to prepare and file tax returns, ensure compliance with regulations, and provide strategic tax planning services to clients. This position is ideal for professionals who excel in public accounting and are skilled at working independently. This is a fulltime opportunity M-F with potential for a hybrid schedule once settled into the role (1-2 days remote.)</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare and file individual and corporate tax returns with precision and adherence to tax regulations.</p><p>• Analyze client financial records to ensure accurate tax reporting and compliance.</p><p>• Provide strategic tax planning and advisory services to optimize client financial outcomes.</p><p>• Utilize software tools such as CCH ProSystem Fx and QuickBooks for efficient and accurate tax preparation.</p><p>• Stay updated on changes in tax laws and regulations to provide informed guidance to clients.</p><p>• Collaborate with clients to gather necessary documentation and clarify tax-related inquiries.</p><p>• Review completed tax returns for accuracy and compliance before submission.</p><p>• Assist in resolving tax issues with authorities and provide support during audits.</p><p>• Maintain organized records of tax filings and client communications.</p><p>• Contribute to the improvement of tax preparation processes and workflows within the team.</p>
We are looking for an experienced Attorney with a strong background in immigration law to join our team in Boston, Massachusetts. This Contract-to-Permanent position offers an opportunity to manage a diverse range of cases, including family immigration, work visas, and removal proceedings. Ideal candidates are bilingual in Spanish and possess excellent communication and organizational skills.<br><br>Responsibilities:<br>• Manage a high volume of immigration cases from initiation to resolution, ensuring compliance with legal standards.<br>• Represent clients in family immigration matters, work visa applications, and removal proceedings.<br>• Prepare and draft legal motions, briefs, and other documentation necessary for case progression.<br>• Conduct thorough discovery processes to gather and analyze case evidence.<br>• Provide expert legal advice and guidance to clients on immigration law and procedures.<br>• Collaborate with other legal professionals to ensure efficient case management and resolution.<br>• Maintain detailed case records and documentation to support legal proceedings.<br>• Utilize bilingual Spanish skills to effectively communicate with clients and stakeholders.<br>• Stay updated on changes and developments in immigration laws and policies.<br>• Advocate on behalf of clients in administrative and judicial hearings when necessary.
<p>A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location.</p><p><br></p><p>Key Responsibilities:</p><p>Support senior advisors with client relationship management</p><p>Build relationships with prospective clients and leverage referral networks</p><p>Develop new business through networking and centers of influence</p><p>Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning</p><p>Conduct regular client reviews and stay current on market trends</p><p><br></p><p><br></p>
<p>3rd Shift (Night Shift) Patient Access Specialist! 11:00pm-7:00am - Multiple Openings! </p><p><br></p><p>We are offering a contract to permanent employment opportunity for a Patient Access Specialist in Nashua, New Hampshire. In this role, you will be fundamental in providing quality services to patients by managing their admission processes and ensuring regulatory compliance within the healthcare industry.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure precise assignment of MRNs and carry out medical necessity and compliance checks.</p><p>• Efficiently handle incoming, outgoing, and inter-office calls via the telephone switchboard.</p><p>• Adhere to organizational policies while delivering exceptional customer service with compassion.</p><p>• Conduct pre-registration of patients' accounts prior to their visits, which may involve both inbound and outbound communication to gather demographic, insurance, and other patient information.</p><p>• Inform patients, guarantors, or legal guardians about general consent for treatment forms, obtain necessary signatures, and distribute patient education documents.</p><p>• Review responses in the insurance verification system, select the applicable insurance plan code, and enter benefit data to support Point of Service Collections and billing processes.</p><p>• Use the Advance Beneficiary Notice (ABN) software to accurately screen medical necessity, inform Medicare patients of potential non-payment of tests, and distribute the ABN as needed.</p><p>• Utilize auditing and reporting systems for quality assurance to correct accounts, including those from other employees, departments, and facilities.</p><p>• Conduct account audits to ensure all forms are completed accurately and timely, meeting audit standards, and provide statistical data to Patient Access leadership.</p>
<p>Robert Half is recruiting for a Customer Service Specialist role with a rapidly growing manufacturing client in the Wilmington area. This is a permanent role, joining an already established team, with lots of growth opportunity.</p><p><br></p><p>Our client is looking for a customer service candidate with at least 1 year of professional business to business experience. Responsibilities include preparing quotes, processing orders, and answering more technical questions as needed. This is NOT a call center role, it's a far more strategic customer service function.</p><p><br></p><p>For the right level of experience the budgeted salary range is $55-65K + bonus. Very good benefits, and legitimate growth potential opportunities too. </p><p><br></p><p>If interested in, and qualified for the Customer Service Specialist role, please apply ASAP. I'm scheduling interviews soon!</p>
We are looking for a skilled Associate to join our dynamic law firm located in Newton Centre, Massachusetts. This is an excellent opportunity for a motivated attorney with 2-5 years of litigation experience to work on diverse cases alongside experienced partners. The role involves handling a variety of legal matters, including client development and litigation responsibilities.<br><br>Responsibilities:<br>• Manage a personal caseload involving complex legal disputes across various practice areas.<br>• Collaborate with partners to strategize and execute litigation plans.<br>• Draft and file legal documents, including motions and memoranda, to support case objectives.<br>• Conduct and defend depositions, ensuring thorough preparation of clients.<br>• Represent clients in court hearings, trials, and mediations with professionalism and expertise.<br>• Engage in discovery processes, including preparing and responding to written discovery.<br>• Provide comprehensive legal advice and updates to clients, maintaining strong communication.<br>• Analyze insurance coverage and handle related litigation matters.<br>• Assist in developing client relationships and contributing to business development efforts.
<p>Our client, a prominent and successful law firm, is seeking a detail-oriented and motivated Commercial Real Estate Paralegal to join their firm. The ideal candidate will support attorneys and clients through all stages of commercial real estate transactions. This role requires strong organizational skills, the ability to manage multiple priorities, and excellent communication within a collaborative team environment.</p><p><br></p><p><strong>Role:</strong> Commercial Real Estate Paralegal</p><p><strong>Location:</strong> Andover, MA</p><p><strong>Salary: </strong>$80,000 - $100,000 (depending on experience)</p><p><strong>Schedule: </strong>In-Office 5 days/week</p><p><strong>Hours: </strong>8:30 a.m. – 5:00 p.m.</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Review title commitments and exception documents to ensure accuracy and completeness.</li><li>Coordinate and maintain clear communication with lenders, clients, and all parties involved in each transaction.</li><li>Draft and prepare closing documentation in accordance with legal and transactional requirements.</li><li>Examine and analyze due diligence materials to support transaction readiness.</li><li>Prepare, reconcile, and verify closing adjustments and settlement statements.</li><li>Identify and assist in resolving issues or discrepancies that arise during the transaction process.</li><li>Organize and manage the closing process, ensuring all documents and requirements are completed accurately and on time.</li></ul>
<p><em><u>Associate – ESG & Portfolio Analytics </u></em></p><p><strong>Growing Private Equity Firm </strong></p><p> </p><p>Growing Private Equity firm in the Boston area is looking to expand its ESG and Portfolio Analytics team by adding a motivated Associate. With a 4-day in-office schedule, this role strikes the perfect balance between independence and collaboration AND the opportunity to get into the PE industry.</p><p> </p><p><strong>What You'll Be Doing:</strong></p><p>Collaborating with the elite ESG and Portfolio Analytics team to analyze and manage data across environmental, social, and governance (ESG) metrics while driving improvements across the portfolio.</p><p>Contributing to broader portfolio performance initiatives, encompassing operational, financial, and technical data analysis.</p><p>Applying advanced analytics, creating dashboards, and preparing executive-level presentations to communicate insights effectively.</p><p>Engaging with leadership teams to deliver actionable recommendations and innovative solutions.</p><p>NOTE: this role, although offering some amazing experience, is NOT designed to be a springboard to the deals side of the firm.</p><p> </p><p><strong>What's Offered:</strong></p><p><strong>Compensation:</strong> targeting $135K base salary with performance-based bonus; total cash comp target $150k +/-</p><p><strong>Benefits:</strong> Comprehensive package designed to support your health, financial wellness, and work-life balance.</p><p><strong>Growth Potential:</strong> Direct interaction with leadership, creating opportunities for visibility and professional development. Great mentoring from above.</p><p> </p>
We are looking for an Audit Senior to join our team in Boston, Massachusetts. This role offers an exciting opportunity to work with a boutique firm that provides assurance, tax, and business advisory services to a diverse range of clients. As a trusted advisor, you will play a key role in delivering insightful financial analyses and ensuring compliance with regulatory standards while mentoring early-career team members.<br><br>Responsibilities:<br>• Conduct audit, review, and compilation procedures, including control testing, substantive testing, and analytical reviews, to evaluate the accuracy of financial data for privately-held businesses.<br>• Oversee the planning, execution, and completion of audit and review engagements, ensuring adherence to budgets, timelines, and quality standards.<br>• Apply a strong understanding of U.S. Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS) to engagements.<br>• Provide mentorship and guidance to early-career staff, fostering their growth and technical skills.<br>• Build and maintain strong relationships with clients, ensuring clear communication and a high level of responsiveness.<br>• Monitor industry trends and regulatory changes to ensure the firm's practices remain current and effective.<br>• Support ongoing development by participating in training and knowledge-sharing initiatives.<br>• Assist in identifying opportunities to enhance client outcomes through advisory services and forward-looking financial analyses.
We are looking for an experienced Tax Preparer to join our team in Warwick, Rhode Island, on a long-term contract basis. This role requires someone with strong organizational skills, attention to detail, and the ability to handle a high volume of client interactions during tax season. You will play an essential role in providing exceptional service to clients while managing administrative and bookkeeping tasks.<br><br>Responsibilities:<br>• Handle client inquiries and schedule appointments through phone calls and face-to-face interactions.<br>• Assist clients with tax preparation by reviewing and entering information into tax software.<br>• Perform bookkeeping tasks, including reconciling accounts, categorizing transactions, and updating financial data.<br>• Utilize software tools such as ProSeries, QuickBooks Online, and Excel to manage client information and records.<br>• Scan and organize client documents to ensure accurate and timely processing.<br>• Provide excellent customer service to clients during in-office meetings and drop-off appointments.<br>• Manage a high volume of tasks and interactions while maintaining professionalism and attention to detail.<br>• Collaborate with team members to ensure smooth operations and adherence to deadlines.<br>• Stay updated on tax policies and software changes to enhance service quality.<br>• Adapt to new systems and tools implemented in the office as needed.
We are looking for a dedicated Legal Assistant to join our team on a contract basis in Manchester, New Hampshire. In this role, you will provide essential support to attorneys by handling legal and administrative tasks related to estate planning, probate cases, and Medicaid applications. The ideal candidate will possess strong organizational skills, a keen eye for detail, and the ability to thrive in a dynamic, fast-paced environment.<br><br>Responsibilities:<br>• Draft and revise estate planning documents, including wills and powers of attorney.<br>• Prepare and submit court filings for probate matters with accuracy and efficiency.<br>• Manage Medicaid application processes from start to finish.<br>• Organize and maintain legal and administrative files to ensure easy access and compliance.<br>• Maintain accurate records and track deadlines for legal cases.<br>• Coordinate schedules, calendars, and client communications to support attorneys.<br>• Assist in general administrative duties to ensure smooth office operations.<br>• Utilize legal office software and tools to enhance productivity and workflow.
<p>We are looking for a skilled Tax Accountant to join our team in Canton, Massachusetts. This position offers the opportunity to work on-site with hybrid flexibility and provides a unique 4-day work week during the summer months. If you have a background in public tax accounting and a passion for delivering exceptional service, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual and corporate tax returns to ensure accuracy and compliance with regulations.</p><p>• Collaborate with clients to gather necessary documentation and provide guidance on tax-related matters.</p><p>• Utilize accounting software, including QuickBooks and Pro Series, to streamline tax preparation processes.</p><p>• Stay updated on changes in tax laws and regulations to provide informed advice and planning strategies.</p><p>• Assist in the resolution of tax-related issues and respond to inquiries from clients or government agencies.</p><p>• Support the team in managing deadlines and prioritizing tasks during peak tax seasons.</p><p>• Contribute to the continuous improvement of tax preparation workflows and processes.</p><p>• Maintain confidentiality and security of client information at all times.</p>
