Top Tech Jobs & Startup Jobs

Manages and implements options-focused investment strategies, monitors client accounts, researches holdings, develops tailored investment solutions, and executes trades across options, equities, and other asset classes. Responsibilities include portfolio rebalancing, account allocation, trade execution, process improvement, and communicating investment analysis and recommendations to advisors.

Prepare personal, fiduciary, S-corporation, partnership, private foundation, and gift tax returns; develop tax projections and related documentation; maintain client files; deliver accurate client work; respond to tax authorities; research regulations; and support quality control and client service activities.

Supports portfolio accounting operations for alternative investments by processing investment documents, validating AI-extracted data, reconciling positions and valuations, maintaining fund and entity data, and resolving exceptions. Partners with advisors, investment operations, technology teams, fund administrators, and general partners to ensure accurate reporting and client records. Improves workflows, procedures, data integrity, and spreadsheet-based operating tools.

Leads functional-skills curriculum strategy, development, delivery, evaluation, and continuous improvement across financial-services business units. Partners with leaders and subject-matter experts to define competencies, translate technical expertise into practical learning, facilitate in-person and virtual training, and assess learner performance. Develops scalable, evidence-based programs, capstone courses, and resources while supporting individualized development and expanding curriculum coverage across business domains.

Serves as the primary contact for ultra-high-net-worth clients, coordinating advisors and professional teams while overseeing financial administration, cash management, bill pay, reporting, budgeting, trusts, real estate, and business interests. Reviews financial statements and cash flow projections, supports tax and estate planning, identifies issues, and ensures accurate, discreet execution of client requests.

Leads advisor coaching and strategy for an independent wealth management business. Designs scalable onboarding, training, professional development, and practice management programs; coaches advisors individually and in groups; develops playbooks and learning resources; supports platform adoption and client engagement; and establishes KPIs to measure advisor growth and program effectiveness. Manages a coaching team and presents strategic insights and recommendations to senior executives.

Provides comprehensive wealth management and financial planning advice to high-net-worth clients. Develops customized financial plans and portfolios through research and analysis, manages client relationships, executes client requests, and supports business development. The role also involves mentoring new advisors and client service associates, maintaining continuing education, and applying expertise in investments, tax, insurance, and financial planning software.

Tax intern supporting preparation of personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. Responsibilities include preparing schedules and tax documents, reconciling information, maintaining client files, conducting basic tax research, assisting with compliance and client service tasks, and participating in training. The role provides hands-on experience in tax planning and compliance while requiring full-time availability from January 13 through April 15, 2027.

Leads tax strategy, compliance, consulting, and client relationship management for high-net-worth individuals, partnerships, trusts, and closely held businesses. Supervises and develops tax staff, reviews returns and projections, manages tax and financial planning projects, supports business development, and presents strategic solutions. Requires strong technical tax research, communication, organization, and relationship-management skills, along with CPA or EA credentials.

Performs investment performance measurement, attribution analysis, benchmark evaluation, risk-adjusted analytics, forecasting, and scenario modeling. Prepares client and advisor reports, reconciles portfolio data, supports GIPS compliance, onboarding, historical data integration, and system configuration. Monitors investment policy adherence, validates data and system outputs, assists with audits, and conducts ad hoc quantitative analyses.