Top Tech Jobs & Startup Jobs

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.

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.

Coordinates clients’ personal insurance policies from application through renewal, working with insurance agents and internal fiscal teams. Maintains policy files, confirms coverage and premiums, monitors life changes requiring adjustments, and supports claims. Administers life insurance trusts, including trustee gifts, Crummey letters, beneficiary notices, and premium payments. Also assists with client service tasks such as Greenbelt applications, vehicle retitling, Medicare tracking, and milestone tracking.

Provides comprehensive wealth management strategies and individualized financial plans for clients. Supports Wealth Advisors with client onboarding, account administration, cash transfers, reporting, trading, financial research, recommendations, and client meetings. Maintains Salesforce CRM and eMoney financial planning software, coordinates transaction requests, resolves client questions, and ensures accurate documentation and timely service delivery.

Manages day-to-day office operations, facilities and vendor coordination, calendars, supplies, mail, technology troubleshooting, client hospitality, events, document handling, and Salesforce data hygiene. Provides administrative support to multiple teams while maintaining a professional office environment and handling confidential information.