Top Tech Jobs & Startup Jobs

Lead Cerity Partners' central trading program, ensuring execution quality, operational excellence, and a service-first team culture. Oversee trade execution, rebalancing, reconciliations, model implementations and migrations, vendor/OMS/EMS evaluation, Salesforce trade case operations, compliance coordination, AI/tool adoption, performance metrics, and scaling trading capabilities across custodial platforms.

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

Serve as primary relationship manager delivering customized wealth planning and investment strategies, onboarding new clients, coordinating across tax/legal/investment teams, mentoring colleagues, and driving client retention and AUM growth while supporting firm initiatives.

Prepare and review complex partnership, corporate, trust, foundation, and individual tax returns; manage multi-entity client relationships; provide tax planning and controversy support; apply advanced partnership and multi-state tax rules; oversee, train, and mentor staff; maintain technical documentation and stay current on tax law and industry best practices.

Provide part-time executive and personal administrative support including complex calendar management, travel coordination, drafting client communications, managing time-sensitive projects, and maintaining organized digital and physical files while exercising discretion and anticipating needs in a client-facing environment.

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.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, processing account/custodian tasks, maintaining CRM, preparing meeting materials, conducting research, and presenting recommendations to help clients meet financial goals.

Serve as primary relationship manager delivering customized wealth planning, onboarding new clients, leading meetings, coordinating cross-functional teams, mentoring colleagues, and growing assets under management while ensuring exceptional client outcomes and retention.

Evaluate prospective merger targets' investment platforms, perform deep-dive investment analysis and manager due diligence, produce detailed merger reports, support post-close integration, present findings firmwide, and develop tools and communications to improve investment review and onboarding.