Top Tech Jobs & Startup Jobs

Prepare and review complex tax returns for high-net-worth individuals, assist with tax projections, and provide exceptional client service.

Provide in-house legal support by reviewing and negotiating vendor contracts, NDAs, and commercial agreements; advise advisors and colleagues on client agreements; manage legal intake and coordinate with outside counsel; support ad hoc legal projects and overflow for a growing RIA.

Prepare and review complex tax returns for individuals and businesses, assist with year-end calculations, and provide excellent client service.

The Tax Administrative Associate will support a tax team with client matters, prepare tax returns, and answer client inquiries while ensuring compliance and effective communication.

The Senior Tax Associate prepares and reviews complex tax returns, supports the tax team with client inquiries, and provides exceptional service to high-net-worth individuals.

Lead multi-state tax compliance (SALT) and federal/state filings across 20+ jurisdictions; manage ASC 740 income tax provision and deferred tax analyses; own tax notices, nexus tracking, sales and property tax; support M&A tax due diligence and Form 8594 preparation; manage partnership K-1s and basis schedules; identify tax credits and insource processes to build a scalable tax function.

Prepare individual, business, non-profit, gift, and trust tax returns; perform tax projections and planning; create workpapers; research tax issues; communicate with clients and assist on projects to meet firm deadlines.

The Senior Wealth Planner manages client relationships, develops personalized wealth strategies, leads meetings, and collaborates across departments to ensure optimal client outcomes and satisfaction.

The Senior Business Services Advisor will provide high-level advisory services, manage client engagements, and mentor team members while formulating business strategies and financial reports.

The Operations Analyst supports the Addepar and Orion systems for client performance reporting, including account setup, daily reconciliation, dashboard monitoring, and system integrity. Responsibilities also involve assisting new advisor integrations, maintaining procedures, and participating in improvement projects.