Top Tech Jobs & Startup Jobs

Provides infrastructure stability and end-user IT support across Windows domains, Hosted Exchange, Microsoft 365, Azure, operating systems, networks, and business applications. Responsibilities include troubleshooting tickets, documenting systems and procedures, evaluating technology, onboarding employees, imaging devices, supporting phone and audiovisual systems, enforcing service standards, and providing on-call assistance. The role reports to the IT Director and may require travel.

Manages administrative, investment implementation, onboarding, billing, banking, charitable, and account services for high-net-worth and ultra-high-net-worth clients. Serves as a primary client contact, coordinates with portfolio managers, CPAs, and attorneys, facilitates asset transfers and tax documents, supports alternative investments and credit arrangements, and improves technology and scalability. The role focuses on client retention, relationship management, and delivering a highly personalized wealth-services experience.

Leads complex tax compliance engagements for ultra-high-net-worth individuals, families, trusts, partnerships, corporations, and foundations. Prepares and reviews multi-jurisdictional tax returns, researches technical issues, manages filing processes, and provides strategic tax planning advice. Builds client relationships, collaborates with family office professionals and external advisors, and uses technology to improve tax operations and scalability.

Supports investment research and due diligence across public and private markets through quantitative and qualitative analysis, performance tracking, data validation, report preparation, and macroeconomic research. The intern drafts research summaries, meeting notes, and presentations, contributes to client projects, and develops financial modeling, data analysis, and professional communication skills while working with research and consulting teams.

Supports the CIO with macroeconomic research and the Private Credit team with investment screening, diligence, underwriting, and portfolio monitoring. Develops tools to assess credit-market health and investment performance, communicates with advisors, prepares client and firm presentation materials, and analyzes global economic trends and their impact on asset markets.

Develops and presents customized financial plans for high-net-worth individuals, families, and business owners. The Wealth Planner collaborates with wealth advisors, attorneys, private bankers, tax advisors, and other trusted professionals to deliver integrated advice. Responsibilities include client relationship development, estate and tax planning, risk management, philanthropic planning, legislative monitoring, technology-enabled planning, and participation in client reviews. The role requires a CFP® certification, extensive financial planning experience, strong communication skills, and proficiency with Salesforce and Microsoft Office.

Manage the accounting service team, banking relationships, client disbursements, reconciliations, financial statements, budgets, cash-flow reports, and client accounting deliverables. Train and develop accounting staff, coordinate workloads and cross-service projects, oversee account access and asset controls, identify asset protection concerns, and support complex family office engagements. The role also performs Senior Accountant duties as needed.

Leads strategic tax planning and consulting for affluent clients, reviews complex individual, fiduciary, and entity tax deliverables, resolves technical tax issues, coordinates engagements and staffing, manages client relationships, supports business development and billing, and mentors tax professionals. The role partners with financial advisors, attorneys, and other professionals to deliver integrated wealth-planning solutions while ensuring accurate, timely, high-quality work.

Supports investment consultants and research teams through client communication, portfolio analysis, asset allocation studies, investment manager due diligence, quantitative analysis, RFP responses, and quarterly client reporting. The role evaluates traditional and alternative investments, prepares tailored presentations and research reports, meets with investment managers, and helps implement client investment strategies for endowments, foundations, and family offices.

Prepares and reviews complex tax returns, extensions, work papers, and related filings for individual, fiduciary, and entity clients. Researches technical tax issues, supports tax planning and consulting, identifies client risks, assists with billing and workflow management, and collaborates with managers, partners, attorneys, and brokers. The role also involves client service, developing tax expertise, maintaining accurate deliverables, and mentoring tax associates.