Top Tech Jobs & Startup Jobs

The Attorney will provide legal services focusing on estate planning, asset protection, and business planning, including client consultations, document drafting, and team collaboration, while ensuring compliance with laws and ethical standards.

The Senior Manager for Learning & Development leads the internal training function, overseeing curriculum, instructional design, team management, and ensures alignment with organizational goals.

The Bookkeeping Advisor provides bookkeeping services to clients, ensures accurate financial records, manages client relationships, and generates financial reports.

Lead and develop a sales team to meet revenue targets across online, phone, live, and in-person channels. Manage pipeline and Salesforce reporting, coach and train sales staff, coordinate leads with internal teams, ensure client satisfaction, and implement process improvements to drive performance.

Prepare and submit IRS entity selection and related tax forms (e.g., Forms 8832, 2553, 8822-B), manage client communications for signatures, verify completed forms, file extensions, collaborate with internal teams, document receipts, and improve form preparation processes to ensure accuracy and timely IRS submission.

Provide bookkeeping services to multiple clients, ensuring accurate financial records, reviewing transactions, and maintaining strong client relationships through effective communication and support.

Serve as the primary client contact for tax services: perform onboarding/welcome calls, schedule appointments, respond to inquiries within one business day, coordinate with internal departments, document signed client documents, process agreements and payments, and maintain accuracy and timely completion of tasks to ensure client satisfaction.

Serve as primary client contact to answer questions, coordinate client needs, and route requests to appropriate teams. Communicate via phone, email, and chat; develop deep knowledge of asset protection, entity formation, estate planning, and capital development; support process improvements and administrative tasks to improve client satisfaction and efficiency.

Manage a portfolio of client accounts as a proactive, client-facing coordinator: onboard clients, resolve escalations, track milestones, identify upsell/renewal opportunities, prepare performance summaries, and collaborate cross-functionally to deliver tailored solutions. Mentor junior team members, improve client workflows, maintain CRM data, and support knowledge development in asset protection, entity formation, and estate planning.

Serve as primary client contact, respond to inquiries via phone/email/chat, coordinate client needs with internal teams, build domain knowledge (asset protection, entity formation, estate planning), improve communication processes, and provide administrative support to ensure high client satisfaction.