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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.

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.

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.

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.

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

Design, build, and maintain scalable Salesforce solutions using Apex, LWCs, Flows and integrations. Collaborate with product and admins, improve CI/CD and developer experience, mentor junior engineers, run testing and UAT, produce documentation, debug production issues, and support integrations (e.g., DocuSign, Conga). Participate in special projects spanning multi-system onboarding and corporate reporting.