Top Finance Jobs

Provides comprehensive wealth management and financial planning advice to high-net-worth clients. Develops customized financial plans and portfolios through research and analysis, manages client relationships, executes client requests, and supports business development. The role also involves mentoring new advisors and client service associates, maintaining continuing education, and applying expertise in investments, tax, insurance, and financial planning software.

Tax intern supporting preparation of personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. Responsibilities include preparing schedules and tax documents, reconciling information, maintaining client files, conducting basic tax research, assisting with compliance and client service tasks, and participating in training. The role provides hands-on experience in tax planning and compliance while requiring full-time availability from January 13 through April 15, 2027.

Leads tax strategy, compliance, consulting, and client relationship management for high-net-worth individuals, partnerships, trusts, and closely held businesses. Supervises and develops tax staff, reviews returns and projections, manages tax and financial planning projects, supports business development, and presents strategic solutions. Requires strong technical tax research, communication, organization, and relationship-management skills, along with CPA or EA credentials.

Performs investment performance measurement, attribution analysis, benchmark evaluation, risk-adjusted analytics, forecasting, and scenario modeling. Prepares client and advisor reports, reconciles portfolio data, supports GIPS compliance, onboarding, historical data integration, and system configuration. Monitors investment policy adherence, validates data and system outputs, assists with audits, and conducts ad hoc quantitative analyses.

Supports financial advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, account maintenance, data entry, plan modeling, documentation, and client service initiatives. The intern also assists with research, follow-up activities, business development discussions, and client materials while developing foundational advisory and relationship-management skills.

Supports advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, account maintenance, research, documentation, and client follow-up. The intern assists with data entry, plan modeling, deliverables, CRM and financial planning software, and special client-service projects while developing advisory, communication, relationship-management, and business-development skills.

Supports advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, data entry, plan modeling, client service, account maintenance, and follow-up activities. The intern uses financial planning and CRM software, prepares client materials, conducts research, contributes to service and business development initiatives, and develops foundational advisory, communication, and relationship management skills.

Supports advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, data entry, plan modeling, account maintenance, money movement, research, documentation, and client follow-up. The intern also helps create client materials, uses financial planning and CRM software, contributes to service and business development initiatives, and collaborates on special projects while developing advisory and relationship-management skills.

Supports advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, account maintenance, research, data entry, plan modeling, and client service initiatives. The intern uses financial planning and CRM software, prepares client materials, observes meetings, assists with follow-up activities, and contributes to business development and process improvement. The role is designed to build foundational advisory, communication, relationship management, and financial planning skills.

Prepares personal, fiduciary, S-corporation, partnership, private foundation, and gift tax returns, along with projections, vouchers, extensions, work papers, and financial statements. Maintains client files and asset data, delivers accurate client work, researches tax regulations, responds to tax authorities, and follows quality-control standards. The role also involves client service, professional development, multitasking, organization, and collaboration.