Top Tech Jobs & Startup Jobs

Assist with preparing federal, state, and local individual and business tax returns. Create and organize workpapers using Engagement Manager and SurePrep, maintain workflow statuses in FirmFlow and GoFileRoom, research tax issues, and support Tax Advisors and Tax Administrators. The internship provides hands-on experience in public accounting, tax preparation, wealth management, and financial planning.

Participate in financial planning and tax projects, assist with federal, state, and local individual and business tax return preparation, create and organize workpapers, maintain project workflows and documents, and research tax issues. The internship provides hands-on experience in tax, wealth management, and financial planning while requiring collaboration, confidentiality, attention to detail, and strong communication skills.

Paid seasonal tax internship for an undergraduate student. Responsibilities include preparing federal, state, and local individual and business tax returns; creating and organizing workpapers; maintaining workflow and document systems; researching tax issues; and supporting tax advisors and administrators. The role requires strong attention to detail, confidentiality, communication, collaboration, and proficiency with Microsoft Office and Adobe Applications.

Drive engagement with prospective individual clients through inbound and outbound activities, manage the prospect pipeline, collaborate on onboarding, and report business development metrics. Leverage wealth management expertise (financial planning, investments, tax/estate, risk) to convert prospects and support firm growth.

Lead portfolio strategy, construction, manager selection, and performance oversight for a client segment. Oversee rebalancing, tax-loss harvesting, IPS creation, investment research, compliance, client communications, onboarding, and team leadership while contributing to firm initiatives and process improvements.

The Senior Tax Accountant prepares and reviews income tax returns, provides tax planning and advisory services to clients, and manages client relationships while ensuring compliance and optimal tax outcomes.

As an Investment Associate, you will source venture capital investment opportunities, evaluate business plans, track deal flow, research industry trends, and assist with due diligence.

Lead product management for internal technology initiatives, translating business strategy into prioritized backlogs, managing sprints, coordinating cross-functional projects (data engineering, Salesforce, integrations), refining requirements, coordinating releases, and improving agile processes to ensure predictable delivery and stakeholder alignment.

Serves as a strategic HR partner to business leaders and employees, advising on employee relations, talent management, performance, compensation, succession planning, and development. Analyzes workforce metrics, prepares leadership reports, supports investigations, and contributes to change management, restructuring, training, and organizational initiatives. Requires strong relationship-building, communication, judgment, confidentiality, business acumen, and data-driven decision-making.

Lead tax planning and compliance for high-net-worth clients nationwide, review and sign complex returns, present tax strategies with advisory teams, prepare projections, mentor junior staff, and improve tax workflows to support scalability and client relationships.