Top Tech Jobs & Startup Jobs

Owns the execution, monitoring, optimization, tracking, and reporting of paid acquisition campaigns across search, paid social, and programmatic channels. Partners with media agencies, creative, and analytics teams to improve campaign efficiency, resolve tracking issues, interpret performance data, and support integrated funnel marketing. The role requires hands-on platform expertise, strong analytical judgment, attention to detail, and effective cross-functional collaboration.

Provides front-office and executive administrative support in a fully in-office environment. Responsibilities include greeting clients, managing calls, calendars, mail, deliveries, conference rooms, refreshments, office supplies, facilities tasks, and support for Operations and Client Service teams. The role also provides light assistance to the CFO, maintains high service and quality standards, and recommends process improvements.

Support advisors by gathering and entering client financial data, coordinating with integrated service teams, preparing proposals and comprehensive financial plans using planning software, maintaining records in CRM, and organizing materials for advisor-led client meetings.

Provide comprehensive tax services including preparation and review of individual, trust, estate and gift returns; tax projections and analysis; notice resolution; multi-state filing evaluation; collaborate with advisors on strategic tax planning; respond to client tax questions and represent clients with tax authorities.

Provide tax services including preparation and review of individual, trust/estate, and gift tax returns; tax projections and notice resolution; multi-state filing analysis; collaborate with advisors on strategic tax planning; client-facing communication and issue resolution.

Prepare and review individual federal, state, and local income tax returns, perform tax projections and analysis, resolve tax notices, participate in tax strategy discussions with clients and advisors, and provide client-facing tax services and support to the financial planning team.

Manage preparation and review of individual, trust, estate, and gift tax returns; perform tax projections, analysis, and notice resolution; collaborate with advisors on strategic tax planning; provide client-facing tax services and mentor staff.

Prepare and review individual, trust, estate, and gift tax returns; perform tax projections and compliance; resolve notices; collaborate with advisors on tax strategy; provide client-facing tax services and support.

The Regional VP, Wealth Management Consultant engages with qualified prospects, providing financial advice and guiding clients along their investment and retirement planning journey, while collaborating with internal advisors to achieve new business growth.

Lead complex, multi-disciplinary wealth planning engagements for high- and ultra-high-net-worth clients. Design and implement advanced estate, tax, philanthropic, liquidity, and succession strategies; produce tailored financial plans using eMoney and MoneyGuidePro; serve as client-facing subject matter expert; collaborate with advisors and specialists; mentor junior planners; and contribute to firm-wide planning tools and best practices.