Support Wealth Management and Trust Operations as a senior resource and subject matter expert for IRA management, tax processing, audit coordination, and complex transactions.
Serve as authorized signatory for trust disbursements, coordinate tax reporting, and review complex operational transactions.
Provide technical guidance, lead initiatives, and recommend process improvements to strengthen accuracy, efficiency, and compliance.
Provide high-level service and support to Wealth Management Teams, acting as liaison with Corporate Trustee partners.
Process and monitor multi-transactional requests, including receipts, disbursements, and unique asset paperwork.
Investigate and resolve operational questions, perform quality control reviews, and maintain internal procedures.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, insurance, and more. The firm serves over 31,300 families across 90+ U.S. cities and is ranked #1 RIA firm by Barron's, with a culture where more than half of employees are women.
Review complex individual tax returns (Form 1040), trusts (Form 1041), and business returns (Forms 1065, 1120S) for accuracy and compliance.
Lead tax planning engagements for individuals and small business owners, advising on financial strategies.
Manage multiple client relationships, monitor deadlines and budgets, and participate in business development.
Aprio is a Top 20 CPA and advisory firm with 40 U.S. office locations and over 3,200 team members that speak 60+ languages. The firm provides tax planning and consulting services to help clients maximize opportunities.
Provide technical review of tax returns for HNWI individuals, trusts, and estates.
Collaborate with partners, clients, and senior accountants to resolve complex tax issues.
Foster and grow client relationships through expert tax planning and compliance.
They are a well-established, stable and growing tax firm specializing in HNWI tax planning, trusts, and estates. They offer real career growth, competitive compensation, and a hybrid work environment.
Manage tax compliance and planning for high-net-worth individuals, families, trusts, and closely held businesses.
Prepare and review federal, state, and local tax returns for various entities including individuals, trusts, and partnerships.
Identify tax planning opportunities and collaborate with wealth advisors to support clients' broader financial objectives.
Focus Financial Partners is a leading financial services firm offering integrated wealth management, family office, and business management services. The company has a large team and a client-first fiduciary culture.
Manage tax compliance and planning for high-net-worth individuals, trusts, and closely held businesses.
Identify tax-saving opportunities and coordinate with wealth advisors to support client objectives.
Prepare and review federal, state, and local tax returns while mentoring tax staff.
Focus Partners Wealth is a wealth management firm providing comprehensive financial planning and investment services. With over $180 billion in assets under management, the firm fosters a collaborative, client-focused culture.
Execute core tax operations workflows including tax documentation, withholding, and year-end reporting.
Prepare, review, and reconcile tax withholding calculations to ensure accuracy and compliance.
Investigate and resolve tax notices by gathering documentation and coordinating with internal teams.
Belltower provides fund administration services to the venture space, empowering world-changing fund investments. Since 2019, they have supported 27k+ funds representing over $25B in assets under administration, and are a remote-first company.
Administer a portfolio of trust and private client entities, ensuring all client deliverables are completed accurately and on time.
Build and maintain strong relationships with clients and internal stakeholders while delivering a high standard of client service.
Maintain accurate client records, prepare documentation, and ensure all activities comply with internal policies and regulatory requirements.
IQEQ is a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. They employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration exceeding US$857 billion.
Prepare and review tax returns for high-net-worth individuals and related entities.
Ensure compliance with all federal and state filing requirements.
Support tax planning initiatives and assist in staff education and client communications.
Focus Partners Wealth is a financial services firm specializing in tax preparation and planning for high-net-worth individuals. As part of the larger Focus Financial Partners network, we combine deep expertise with a client-first approach to deliver personalized solutions.
Lead day-to-day deposit operations including onboarding, wires, ACH, check processing, and online banking.
Oversee Treasury Management team and ensure commercial treasury operations align with growth and risk management.
Develop policies, manage staff, coordinate with audits, and drive operational improvements.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering sustainable personal and business banking services. As a Certified B Corporation with a growing digital presence, the bank fosters a mission-driven culture focused on sustainability and ethics.
Serve as lead tax advisor for ultra-high net worth families, developing year-round strategies across investments, trusts, businesses, and estates.
Oversee tax compliance, planning, and controversy matters for families with balance sheets exceeding $100M.
Lead a team of tax professionals and collaborate with wealth advisors to integrate tax advice into holistic family office services.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. We serve over 42,800 families across 110+ U.S. cities, and we are an independent fiduciary with a flexible, national footprint and a diverse team.
Own the partnership tax compliance cycle for a portfolio of private funds, including preparing workpapers for complex allocations and book-to-tax adjustments.
Perform critical reviews of Form 1065 filings and investor K-1s to ensure accuracy.
Manage filing calendars, extensions, and deliverable timelines across multiple funds to ensure on-time, penalty-free filing.
Juniper Square is a platform that unifies technology, data, and fund administration services for private markets. We are 1,000+ employees strong, backed by $350M+ in funding, and our culture is built for ambitious, meaningful work with deep collaboration.
Prepare and review federal and state partnership tax returns for venture capital fund clients
Manage K-1 production, quality review, and delivery to limited partners
Coordinate with fund accountants and external CPAs to gather source data and resolve discrepancies
Decile Group builds the infrastructure that powers venture capital firms, providing fund administration, compliance, and operational support to hundreds of emerging fund managers across the country. The company is scaling and offers a remote-first work environment with thoughtful, high-caliber teammates.
Process and verify daily transactions across deposit, loan, and general ledger systems, ensuring accuracy before end-of-day cutoffs.
Originate, review, and release domestic and international wire transfers in accordance with Fedwire, SWIFT, dual-control, and OFAC/sanctions screening.
Identify and resolve transaction exceptions, maintain compliance with BSA/AML, OFAC, Regulation E, and NACHA rules.
LeafLink is the largest unified B2B cannabis platform, providing licensed cannabis businesses tools to manage operations, sell, or order from brands. Backed by leading VCs, they process over $5 billion in wholesale cannabis orders annually and have been recognized as a fast-growing private company and innovative workplace.
Manage exception management across cash, positions, trades, and margin processes.
Lead operational readiness for new product launches, including testing, documentation, and implementation.
Support back-office operations for derivatives products, including trade flow and regulatory reporting.
Our partner is a financial technology company that builds infrastructure for modern financial markets. They are committed to operational excellence and offer a collaborative, remote-first environment.
Perform daily valuations and reconcile portfolios to custodial and market data.
Manage custody, cash, and participant transactions within fund accounting systems.
Maintain accurate NAV and participant records in pooled trust structures.
True Link builds financial services for people with complex needs, including older adults and those with disabilities. The company is a profitable, mission-driven fintech on the Forbes Fintech 50 and Inc. 5000 lists, with a team that values diversity and inclusion.
Manage incoming loan and distribution requests, ensuring accurate and timely processing within 24-48 hours.
Assist participants by learning vendor websites, approving online requests, and running reports.
Resolve issues related to distribution and loan processing while maintaining relationships with multiple recordkeepers.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and a Great Place to Work, the company prioritizes accuracy, compliance, and regulatory risk reduction.
Evaluate fraud concerns and collect documentation to clear false positive exceptions and mitigate risk.
Prepare daily and monthly bank reconciliation reports and identify remedies for exception items.
Act as point of contact between internal/external customers and banking partners for questions related to delayed funds.
SRS Acquiom delivers a platform and services to help manage complex M&A and loan agency transactions. With offices across the US, London, and Amsterdam, the company has supported over 11,500 transactions globally and offers a culture of entrepreneurial energy, growth, and innovation.
Plan and scope audit test approaches, documenting procedures and collecting evidence.
Support audit execution and issue validation across multiple banking-focused projects.
Oversee assurance activities related to audit plans, regulatory remediation, and issue validation.
Treliant is a consulting firm serving banks, mortgage originators, fintechs, and other financial services companies globally. Founded in 2005, the company is headquartered in Washington, DC with offices across the US, Europe, and Asia, and fosters a diverse and inclusive environment.
Oversee end-to-end client case management including tracking, prioritization, and documentation across multiple systems.
Support year-end tax form processing by validating, formatting, QA'ing, and delivering files for various tax forms.
Serve as primary client contact, leading status meetings and providing high-touch communication and client-facing summaries.
Experian is a global data and technology company operating across multiple markets including financial services, healthcare, automotive, agribusiness, and insurance. The company has a team of 25,200 people across 32 countries with a culture that invests in people and advanced technologies.