Top Tech Jobs & Startup Jobs

Sources startup investment opportunities, builds relationships with founders and investors, evaluates business plans and pitches, tracks deal flow, researches technology and media markets, and supports investment due diligence for corporate venture capital funds.

Lead tax advisory and compliance services for high-net-worth individuals, families, and closely held businesses. Review and sign complex individual tax returns, develop projections and planning strategies, advise clients in collaboration with financial and estate planning professionals, mentor junior staff, strengthen client relationships, and improve tax workflows. The role requires expertise in private equity, executive compensation, complex K-1 activity, multi-state filings, and high-net-worth tax matters.

Prepare and review complex tax returns and projections for high-net-worth clients. Research tax issues, support integrated tax and financial planning, communicate with clients, manage transaction requests, maintain Salesforce CRM records, use Thomson Reuters Suite, and improve team processes. The role requires collaboration with tax, business advisory, investment, estate, and financial planning professionals.

Paid summer internship supporting wealth management and financial planning activities. Responsibilities include assisting financial advisors with client presentations, documents, performance reports, securities research, portfolio maintenance, optimization, rebalancing, backtesting, investment committee meetings, and spreadsheet-based analysis. Interns will use CRM, financial planning, investment, and portfolio management software while collaborating virtually on projects.

Paid summer internship providing hands-on exposure to wealth management and financial planning. Responsibilities include assisting Financial Advisors, preparing client documents and performance reports, researching securities, maintaining portfolios, participating in investment committee meetings, supporting portfolio optimization and rebalancing, conducting independent research, and building financial planning spreadsheets and projects.

Own integrated marketing strategy and execution across institutional and corporate practices. Develop multi-channel plans, campaigns, budgets, KPIs, dashboards, content, paid media, earned media, and partnerships to drive growth. Build trusted relationships with business stakeholders, manage concurrent workstreams, and lead a marketing team. The role requires deep institutional buyer expertise, especially with endowments, foundations, nonprofits, retirement plans, and venture capital programs, within financial or asset management services.

Manage client billing operations, including portfolio system setup, quarterly billing runs, custodian coordination, issue resolution, client billing distribution, payment reconciliation, and process improvements with Billing, Finance, Operations, and Accounts Receivable teams.

Prepare and review federal, state, and local tax returns for individuals and business entities. Support tax projections, extensions, planning, audits, workpapers, depreciation schedules, reconciliations, accruals, and journal entries. Research tax issues, ensure regulatory compliance, analyze financial statements, organize client documentation, and respond to client inquiries while managing multiple engagements and delivering high-quality service.

Oversee billing and revenue management, internal controls, complex billing resolutions, and a team of eight professionals. Lead billing integration for mergers, system conversions, technology initiatives, and organizational change. Partner with Finance and Technology to improve automation, scalability, metrics, and processes while supporting advisors and client-facing colleagues with billing inquiries.

Coordinates client service delivery for a retirement plan consulting practice. Responsibilities include scheduling committee meetings, preparing agendas and materials, recording minutes, tracking action items, maintaining fiduciary files, reviewing Salesforce data integrity, and supporting client onboarding and plan implementation. The role communicates with clients, HR, Benefits, Finance, and recordkeeper contacts while supporting fiduciary governance processes.