Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
Manage practice behind the scenes: client events, budget, and COI relationships.
Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.
Lead complex tax engagements for high net worth individuals, closely held businesses, and trusts.
Provide proactive tax planning, savings strategies, and wealth preservation solutions.
Supervise and review staff work while ensuring accurate and timely filings.
Frazier & Deeter is a Top 50 accounting and advisory firm serving clients across the United States and globally. They are a rapidly growing, entrepreneurial firm with offices in the US, UK, and India, repeatedly named a Best Firm to Work For and Best Firm for Women.
Support coverage of bank counterparties and advance Crux's bank capital strategy.
Own day-to-day relationship management, pipeline accuracy, and CRM hygiene.
Coordinate with cross-functional teams and represent Crux at industry events.
We are the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 120+ experts has raised $77 million from top investors and is scaling quickly with a remote-first, high-ownership culture.
Lead a team of five IR associates, coaching them and owning their results.
Own the firm's family office relationships, including senior relationships and new regions.
Set a quality bar for every deal the team sends and report weekly numbers to both founders.
Pairs is a vetted private capital network connecting breakout founders with family offices, VCs, and strategic investors, earning fees from founders, not rounds. It is a small, founder-led team of five IR associates focused on trust, discretion, and a people-first culture.
You lead the IR team of six direct reports, owning hiring, onboarding, coaching, and performance.
You strengthen the investor network and ensure every introduction reflects a high quality bar.
You run senior mandate calls and report weekly numbers directly to the co-founders.
Pairs is a vetted private capital network connecting breakout founders with family offices, VCs, and strategic investors. It is a small, senior, profitable, self-funded team.
Owns the Tax Marketing function, including strategy, priorities, operating plan, budget, technology roadmap, team performance, and business results.
Partners with Tax and Sales leadership to develop campaigns, customer experiences, and sales-support strategies that generate demand and support business objectives.
Leads and coaches a multidisciplinary team responsible for campaign strategy, marketing automation, creative production, digital content, project management, and event execution.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and embrace the voices of employees, customers, partners, and communities.
Provide tax and structuring counsel across funds, portfolio companies, and transactions.
Design entity structures, pressure-test tax terms, and manage fund, equity, and cross-border structuring.
Partner with internal finance, corporate legal, and outside advisors to drive tax efficiencies.
Red Cell Partners is an incubation firm building and investing in rapidly scalable technology-led companies in healthcare, cyber, and national security. The firm emphasizes hard work, high standards, and good humor, with a collaborative culture that values respect and innovation.
Support screening, underwriting, structuring, and execution of tax equity and preferred equity transactions from intake to closing.
Build and update financial models, prepare investment committee materials, and analyze risks and value drivers.
Collaborate with senior structuring team members and use AI-enabled tools to drive transactions and improve processes.
Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. The company is a remote-first team of 120+ with a high-growth, high-ownership culture.
Own the end-to-end tax product roadmap, from discovery through delivery, covering the full client journey from document intake to filed return and tax planning.
Lead a cross-functional pod daily with engineering, design, data, and tax leadership, running agile ceremonies and managing external vendor relationships.
Shape the AI-powered tax transformation by setting direction for AI agents, driving rigorous evaluation of AI outputs, and integrating tax into the broader Mercer Advisors platform.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more under one team. Serving over 42,800 families across the U.S., the firm is ranked #1 RIA by Barron's and fosters a flexible, inclusive culture where more than half of employees and client-facing professionals are women.
Lead legal workstreams on tax equity, preferred equity, and transferable tax credit transactions from term sheet to closing.
Support debt financings and corporate matters, including credit agreements, intercreditor arrangements, and strategic transactions.
Manage outside counsel, standardize documents, and develop AI tools for diligence, drafting, and closing.
Crux is a capital platform for clean and critical infrastructure, modernizing capital raising with advisory, investments, markets, research, and technology. They are a remote-first team of energy, tax, finance, government, and tech experts backed by leading investors.
Manage a portfolio of high-net-worth clients as primary tax contact and provide year-round advisory.
Prepare and review complex federal, state, and local income tax returns, including entity and trust returns.
Leverage CCH Axcess, Bloomberg Tax Planner, and AI tools to improve efficiency and deliver strategic tax solutions.
A wealth management firm providing tax preparation, planning, and advisory services for high-net-worth individuals and families. It fosters a collaborative, client-focused culture with fully remote work and opportunities for mentorship and professional growth.
Build and maintain your own investor book, qualifying and warming relationships with family offices, VCs and strategic investors.
Support live mandates with investor qualification, briefing notes and follow-up on real deals.
Grow your network through regular first conversations and shadowing senior team members toward a senior role.
Pairs is a vetted private capital network that connects breakout US founders with family offices, VCs and strategic investors. The company focuses on the top 1% of deals, vets every founder and investor, and invests its own money alongside investors.
Lead tax equity and preferred equity structuring for clean energy infrastructure transactions.
Build complex partnership flip, hybrid, and preferred equity models and drive underwriting.
Manage transaction execution from intake to closing while developing associates and using AI tools.
Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and infrastructure. It is a remote-first team of 120+ experts, backed by $77M from top investors, with a high-growth, ownership-driven culture.
Leads the compliance team and program for tax division bank products, ensuring adherence to federal and state regulations.
Directs risk management, loss prevention, Power BI reporting, and compliance reviews.
Collaborates with BSA/AML, business risk, and regulators on controls and oversight.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They celebrate differences and embrace a HUMBLE*HUNGRY*SMART culture.
Lead the Tax Division's Enrollment & Onboarding function, building a high-performing team to support peak tax-season volumes.
Serve as decision authority for complex enrollment matters, balancing customer impact, business objectives, and regulatory risk.
Partner across Sales, Compliance, Risk, Operations, and Technology to drive enrollment quality, controls, and customer experience.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. The company values a humble, hungry, and smart approach, celebrating diverse perspectives and fostering an inclusive culture.
Lead strategic growth initiatives across asset management, wealth solutions, and financial technology to deliver measurable business outcomes.
Develop and commercialize tax-aware investing, customized portfolios, and integrated investment capabilities for advisors and partners.
Collaborate with senior leaders across investments, product, technology, and distribution to launch scalable solutions and strengthen client relationships.
This financial services firm provides asset management and wealth solutions, driving growth through investment innovation and technology. The organization values collaboration, flexibility, and employee well-being, supporting a fully remote workforce.
Review multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities.
Manage and develop client relationships for income tax and financial planning, collaborating with tax partners and staff.
Supervise and mentor staff on complex tax issues, ensuring compliance and successful engagement delivery.
Gursey Schneider LLP is a Top 100 Firm and a 12-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 250 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.
Lead strategic growth and operational performance for Lenders One's credit reporting and related service offerings.
Manage vendor partnerships, member relationships, and regulatory compliance across credit services.
Drive product implementation, team development, and industry leadership to enhance member adoption.
Lenders One is a leading national mortgage cooperative serving independent mortgage bankers, banks, credit unions, and financial institutions across the United States. It fosters a collaborative, entrepreneurial environment with executive visibility and a focus on delivering measurable value to its members.
Lead a new business unit as Managing Director, owning strategy, client relationships, quality, and financial performance.
Originate and grow your book of business, bringing relationships to Infinity and expanding them.
Direct AI-driven tooling with engineering and product teams while building a lean team as the practice grows.
Infinity Constellation pairs credentialed practitioners with an AI-driven backbone to build independent professional services business units. It is a small, growing network of lean teams, not a headcount-heavy firm.
Lead the investor relations team and run the weekly rhythm, including CRM reviews, KPIs, and one-on-ones with every associate.
Coach associates on calls and introductions, own network health, and ensure every client gets fitting founders on time.
Remove the team's key constraint and bring co-founders weekly numbers plus the changes you are making.
Pairs is a vetted private capital network that connects breakout founders with family offices, VCs, and strategic investors. It is a small, founder-led company with a no-ego culture and a team of around six associates in investor relations.