Top Tech Jobs & Startup Jobs

Lead redesign and modernization of the tax preparation practice: redesign workflows, manage migration from Pro Series to CCH Axcess, develop processes/templates, hire and manage seasonal staff, provide proactive tax planning and complex return preparation/review, partner with advisors and cross-functional teams to scale the tax business.

Support Regional Vice Presidents by rapidly responding to referrals, processing leads, scheduling and preparing client meetings, gathering data, coordinating proposals and presentations, and helping onboard new clients while managing the sales pipeline and liaising with central support teams.

Drive new client acquisition and revenue growth by acquiring and closing high-net-worth clients (>$500k AUA) via direct marketing, presentations, and consultative sales. Support local advisory teams with complex financial planning, onboarding, and retention. Use CRM systems to track leads, travel up to 50% for prospecting, and collaborate with marketing to refine pitch materials.

Provide centralized support to Financial Advisors by organizing client documentation, developing comprehensive financial plans and analyses, summarizing benefits/taxes/estate documents, creating reports with Morningstar and BRT, maintaining CRM and account records, preparing client reviews, coordinating with investment and insurance teams, and supporting advisor research and plan delivery.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

Assist the advisory team in managing client relationships, preparing financial plans, and providing excellent service during client meetings. Analyze investments and create reviews for clients.

Provide technical tax advice, prepare and amend multi-entity tax returns, create tax projections, conduct research, support audits, collaborate with Financial Advisor teams, train staff, drive process improvements, and promote WETCS services to clients.

The Administrative Assistant will support Financial Advisors by handling client calls, scheduling meetings, managing office tasks, and maintaining client files in Salesforce while ensuring a welcoming environment for clients.

The VP Financial Advisor manages client relationships, facilitates financial planning, sources prospects, mentors team members, and participates in training programs.

The Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, sources clients, presents plans, and assists senior advisors.