Top Tech Jobs & Startup Jobs

Prepare and review individual, trust, estate, gift, foundation, and business tax returns; perform tax research; manage tax files and client data; assist with notices and support tax planning for high-net-worth clients.

Prepare financial plans and preliminary recommendations for Wealth Advisors by collecting and analyzing client financial data. Create visuals, perform tax, estate, insurance, charitable and college planning, monitor and rebalance portfolios, handle operations (wires, journals, account openings), conduct investment research, maintain CRM workflows, and support the Wealth Planning Team in client meetings and portfolio recommendations.

Lead security tooling operations, incident response, threat hunting, vulnerability management, and scripting/automation. Evaluate and deploy security technologies, mentor junior staff, remediate vulnerabilities, and leverage threat intelligence to reduce attack surface and improve organizational security posture.

Support integrated digital marketing activities including website governance, social media, webinars and vendor coordination. Project-manage deliverables, conduct market research and competitive analysis, improve processes, and collaborate with internal stakeholders and compliance.

Generate and distribute billing statements, manage accounts receivables, and maintain billing data accuracy while providing revenue reports to leadership.

As a Financial Reporting Director, you will manage international business consolidation, implement financial reporting tools, assess technical accounting for global transactions, and ensure internal controls over financial reporting are effective.

Support Wealth Advisor delivering financial planning and investment services for high-net-worth clients. Prepare recommendations, assist client meetings and onboarding, manage portfolio allocations, mentor staff, and progress toward independent client relationship management.

Support wealth management teams for high-net-worth clients by researching and inputting financial projection and investment data, assisting client service teams, learning planning tools, attending networking events, and following through on requests under close supervision.