Top Tech Jobs & Startup Jobs

The Tax Advisor prepares tax returns, provides tax planning advice, conducts research, fosters teamwork, and maintains tax expertise while collaborating with clients and internal teams.

Manage client relationships, facilitate financial planning, source prospects, mentor team members, and participate in training and compliance activities.

The Associate Financial Planner supports Financial Advisors in developing financial plans, analyzing client information, and communication. This role also involves creating financial reports and participating in technical planning inquiries.

The Tax Associate prepares tax returns, ensures compliance, provides client support, manages data, assists in tax planning, and participates in team initiatives.

The Financial Advisor Assistant supports financial advisors by managing client paperwork, maintaining CRM data, executing transactions, and assisting in financial planning tasks.

The Financial Planner supports Financial Advisors in creating customized financial plans, analyzes client data, and mentors new team members. Responsibilities include utilizing planning tools, client communication, and resource maintenance.