Top Tech Jobs & Startup Jobs

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.

Leads portfolio reporting operations and end-to-end ownership of Addepar and Orion platforms. Manages account setup, reconciliations, performance updates, alternative asset reporting, system integrity, advisor integrations, historical data conversions, client package testing, documentation, controls, and process improvements. Provides team leadership, mentoring, workflow coordination, and cross-functional support to ensure accurate and timely client reporting.

Leads client relationships, wealth planning strategies, onboarding, prospect presentations, and client meetings. Coordinates with tax, legal, and investment teams to deliver holistic financial solutions, grow assets under management, and maintain client satisfaction. Mentors colleagues, supports transaction processing, develops new business, and participates in firm-wide initiatives.

Paid seasonal tax internship supporting preparation of federal, state, and local individual and business income tax returns. Responsibilities include creating project workpapers, researching tax issues, analyzing findings, and managing assigned projects. Candidates should be accounting, finance, or business undergraduates with strong attention to detail, organizational, communication, collaboration, and Microsoft Office skills.

Paid seasonal tax internship for an undergraduate student supporting preparation of federal, state, and local individual and business tax returns. Responsibilities include creating workpapers, maintaining workflow and document-management systems, researching tax issues, and assisting Tax Advisors and Administrators. The role requires strong attention to detail, confidentiality, collaboration, communication, and proficiency with Microsoft Office, Adobe Applications, and tax preparation software.

Prepare and review complex federal and state tax returns for high-net-worth individuals, businesses, estates, and trusts. Develop financial analyses, tax projections, exhibits, and client meeting materials; coordinate documentation and follow-up actions; research tax issues; support investment and planning teams; and respond to client inquiries. The role requires accuracy, organization, communication, collaboration, and the ability to meet deadlines during a fast-paced tax season.

Paid summer tax internship for an undergraduate student. Responsibilities include assisting with federal, state, and local individual and business tax returns; preparing workpapers; maintaining project workflows and documents; researching tax issues; and supporting tax advisors. The role provides hands-on experience in public accounting, wealth management, financial planning, and tax preparation while requiring strong collaboration, communication, confidentiality, and attention to detail.

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.