Top Tech Jobs & Startup Jobs

Support preparation of personal, fiduciary, S-corp, partnership, foundation, and gift tax returns; organize client files; prepare schedules and reconciliations; assist with tax research, administrative tasks, training, and special projects under supervision.

Support tax team by preparing and organizing personal, fiduciary, S-Corp, partnership, foundation, and gift tax return documents; prepare schedules, reconcile client data, assist with research, maintain client files, participate in training, and support integrated tax and wealth advisory activities under supervision.

Support tax professionals by preparing and organizing personal, fiduciary, S-Corp, partnership, foundation, and gift tax return workpapers. Reconcile client data, assist with filings, research tax issues, maintain client files, attend trainings, and collaborate with advisory teams while learning firm processes and tax compliance.

The Senior Wealth Advisor leads a wealth management team, develops comprehensive financial strategies for clients, trains staff, and maintains client relationships.

Assist advisors serving high-net-worth clients by supporting onboarding, meeting preparation, plan modeling, data entry, CRM and financial planning software usage, client follow-up, and contributing to client service and business development initiatives.

Support advisors serving high-net-worth clients by assisting with onboarding, meeting prep, financial plan modeling, data entry, client follow-up, account maintenance, and using planning and CRM tools while learning advisory and business development skills.

Support tax team servicing high-net-worth clients by preparing tax returns and supporting schedules, organizing client records, reconciling information, conducting basic research, participating in training, and assisting with administrative tasks and special projects to learn tax planning and compliance.

Support advisors servicing high-net-worth clients by assisting onboarding, meeting prep, plan modeling, data entry, account maintenance, and client follow-up. Learn financial planning and CRM tools, observe client meetings, contribute to team projects, and help deliver exceptional client service.

Support advisors with client onboarding, meeting preparation, financial plan creation, data entry and CRM management. Observe meetings, assist follow-up tasks, contribute to team projects, and help maintain account processes while learning advisory and business development skills.

Support tax team in preparing personal, fiduciary, S‑Corp, partnership, foundation, and gift tax returns. Maintain client files, prepare schedules, reconcile information, assist with research and inquiries, participate in training, and support integrated tax and wealth advisory work under supervision.