Top Tech Jobs & Startup Jobs

Leads the delivery, integration, adoption, and scaling of AI-powered solutions across the firm. Translates AI strategy into production workflows, automation systems, enterprise integrations, and measurable business outcomes. Oversees technical implementation, vendors, delivery roadmaps, governance, change management, training, and continuous improvement. Partners with technology, data, and business teams to embed AI into workflows and improve productivity, client experience, and operational efficiency.

Provides strategic tax planning, consulting, compliance review, and issue resolution for affluent individual, fiduciary, and entity clients. Reviews tax returns, work papers, and filings; coordinates client engagements, staffing, and workflow; collaborates with advisors and attorneys on wealth planning; manages client relationships and revenue; researches technical tax issues; and mentors junior tax professionals.

Supports internal and client-facing portfolio reporting across complex investment portfolios. Creates, customizes, and automates reports; manages reporting-system onboarding; researches performance questions; validates data; supports integrations; and improves reporting workflows. Requires strong analytical, organizational, communication, and problem-solving skills, with attention to detail and the ability to manage multiple priorities.

Leads SEO, GEO/AEO, content marketing, and AI discoverability initiatives to increase organic visibility, qualified traffic, lead generation, and brand authority. Responsibilities include developing editorial calendars, writing and optimizing thought leadership and website content, managing production workflows, partnering with consultants and subject matter experts, pursuing off-site authority opportunities, monitoring performance, and recommending improvements based on emerging AI search trends.

Supports investment consultants serving foundations, endowments, and family offices. Responsibilities include portfolio analysis, asset allocation studies, investment manager research and due diligence, quantitative reporting, client presentations, quarterly materials, RFPs, onboarding documents, and ad hoc client requests. The role requires prioritizing work across multiple consultants, communicating clearly, and contributing to research and client engagements in a hybrid office environment.

Maintains accurate financial records for private investment funds, including reconciliations, NAVs, P&L, economic allocations, investor notices, performance reports, and external reporting. Coordinates with fund administrators, auditors, tax preparers, legal teams, wealth advisors, and client services. Supports annual audits and tax returns, addresses discrepancies, maintains reporting data, and improves financial processes and controls.