Review and optimize financial plans for high-net-worth clients, primarily in the $1M–$3M range.
Identify applicable tax planning strategies and maximize incremental tax value across client financial plans.
Act as an internal tax strategy resource, developing and evaluating complex tax planning opportunities.
This role is posted by Jobgether on behalf of a partner company. They are a tech-enabled, AI-forward wealth management firm focused on high-net-worth clients in Canada, with a remote-first culture and a collaborative, client-first environment.
Manage a team of engineers with 1:1s, feedback, performance, and development.
Own delivery, scoping, and shipping quality software while pushing back on unrealistic commitments.
Stay hands-on writing code and using coding agents to improve technical decisions and team capability.
HumanSignal is a human data partner for AI companies, providing real-world data creation, annotation, and evaluation through Label Studio. The company serves 250,000+ practitioners across 60,000+ organizations and values a hands-on, ownership-driven engineering culture.
Leverage Doximity's extensive datasets to identify and classify behavioral patterns of medical professionals on our platform.
Play a key role in creating both product and client-facing analytics and inform data team strategy.
Collaborate with product managers, analysts, and developers to define and lead data projects from ingestion to analysis to recommendations.
Doximity is the leading clinical AI company with the largest network of U.S. clinicians. Trusted by over 85% of U.S. physicians and 300+ health systems, they value curiosity, ownership, inclusion, and making a meaningful impact.
Lead planning, execution, and delivery of large-scale complex projects, managing scope, schedules, budgets, resources, and risks.
Coordinate cross-functional teams including data, medical review, and operational functions to ensure seamless project execution and stakeholder alignment.
Manage payment suspension workloads, legal documentation, and regulatory communications with CMS, ensuring timely and compliant resolution.
This company operates within regulated healthcare and human services programs, managing large-scale projects and payment-suspension activities. It fosters a collaborative, remote-friendly culture focused on high-quality solutions and measurable results.
Provide practical, strategic legal counsel on commercial transactions, technology initiatives, AI, privacy, cybersecurity, and compliance.
Draft, negotiate, and manage a broad range of agreements including SaaS, cloud services, and AI vendor contracts.
Advise on privacy laws (GDPR, CCPA), AI governance, and corporate governance frameworks.
Penguin Random House is the leading adult and children's publishing house in North America, the United Kingdom, and many other regions around the world. The company has a vibrant and diverse international community of nearly 300 publishing brands and is committed to quality, excellence, and innovation.
Conduct final technical reviews and sign tax returns for individuals, partnerships, S-corporations, trusts, and corporations.
Provide tax return debriefs to clients and research complex tax issues to deliver recommendations.
Mentor and train staff while maintaining strong client relationships and recommending additional firm services.
Hall CPA is a 100% virtual CPA firm specializing in tax services for real estate investors, syndicates, and fund managers. They are a people-first firm with a collaborative culture that emphasizes work-life integration, autonomy, and continuous learning.
Walk us through your full-cycle technical recruiting process step by step.
Describe how you manage client relationships and set realistic stakeholder expectations.
Review and react to sample technical candidate profiles.
Terac is building the world's largest pool of vetted human experts for AI. Researchers, AI labs, and product teams use Terac to recruit, screen, and pay study participants across industries.
Architect scalable enterprise integration solutions connecting Kinaxis Maestro with enterprise platforms, applications, and data sources.
Serve as an SME on integration architecture, guiding solution design, data mapping, and integration strategies for complex customer environments.
Define integration strategies, patterns, standards, and best practices that improve scalability, performance, and maintainability.
Kinaxis is a global leader in modern supply chain orchestration, powering complex global supply chains with an AI-infused platform. With over 2000 employees worldwide and several Top Employer awards, the company fosters an innovative and inclusive culture.
Act as a technical reference for client teams, supporting architecture decisions and SDLC evolution.
Implement and adapt Flow's offerings to each project's technical context, identifying AI opportunities.
Support adoption of AI coding tools, mentor developers, and evaluate solution results.
CI&T helps large enterprises transform AI potential into real business impact with AI deployment and tech-integrated solutions. With 30 years of experience and 8,000 employees across 25+ countries, we foster a collaborative culture where AI is integral to our work.
Design and oversee technical solutions for ServiceNow implementations, ensuring alignment with client needs.
Lead development teams, drive solutioning conversations, and manage project timelines and deliverables.
Independently gather requirements, design, implement, and support features across the ServiceNow platform.
Sigital is a ServiceNow Premier Partner dedicated to helping organizations align their IT Services and Operations Management strategy with their business and service delivery needs. They are a fast-growing professional services firm focused on team collaboration and client success.
Own a book of renewals end to end, forecasting, negotiating, and closing on time.
Drive mid-term expansion by spotting usage signals and closing upsell and cross-sell opportunities.
Work high-velocity, transactional cycles to maximize retention and net expansion across SMB accounts.
Arize AI is the leading AI observability and evaluation platform, helping teams monitor, troubleshoot, and optimize AI systems. The Series C company has raised over $135M and serves 150+ leading enterprises including Booking.com, Uber, Siemens, and PepsiCo.
Conduct complex medical review of Medicare claims for Inpatient Rehabilitation Facility services.
Perform pre-claim review determinations and evaluate Additional Documentation Request responses.
Communicate determinations to providers and meet production-driven turnaround requirements.
Broadway Ventures is a small business that provides program management, technology, and consulting solutions to government and private sector clients. As a Service-Disabled Veteran-Owned Small Business, they emphasize integrity, collaboration, and excellence.
Own assigned federal security and compliance workstreams from requirement interpretation through implementation, evidence collection, and remediation.
Drive recurring continuous monitoring and evidence workflows across multiple teams.
Support vulnerability detection and response, including reconciling findings from tools like Wiz, Nessus, and Burp.
Abnormal protects the humans behind the world's most critical organizations from AI-powered cybercrime. 4,500+ enterprises trust their behavioral AI platform.
Lead and coach a team of Clinical Study Operations professionals overseeing device-based clinical trials from feasibility to close-out.
Drive domain-level ClinOps initiatives including process standardization, tooling, and data quality improvements.
Represent ClinOps in business development conversations, feasibility discussions, and Investigator Meetings, ensuring operational readiness.
Beacon Biosignals transforms precision medicine for the brain, offering at-home EEG and diagnostic platforms for neurological, psychiatric, and sleep disorders. They are a remote-first, distributed company with hubs in Boston, New York, and Paris, emphasizing curiosity, sound judgment, and empathy.
Own the AdTech product roadmap and prioritize high-impact initiatives.
Translate business needs into a clear product vision and requirements.
Collaborate with engineering and stakeholders to drive feature delivery.
We are a remote-friendly AdTech company building scalable platforms and data-driven products for global clients. We are a team of 300+ AdTech professionals who value ownership, collaboration, and continuous growth.
Enter, update, and maintain information in spreadsheets and internal systems
Organize digital documents and records
Bilgewater Group is a Chicago-based diversified services company with two core divisions: food service and care. Founded in 2003, we operate a network of quick-service locations and serve thousands of customers daily.
Deliver enterprise revenue targets within assigned region, driving net-new business and account expansion.
Own full sales cycle from prospecting to close, including executive engagement and contract negotiation.
Collaborate cross-functionally with Solutions, Customer Success, and Product teams to ensure customer success.
Zinier designs software to empower deskless workers globally, serving the 2.7 billion underserved field workforce. They are a remote-first, global team backed by leading investors like Accel and ICONIQ Capital, with hybrid operations across the US, Canada, Europe, Latin America, Singapore, and India.
Coordinate bookings, reservations, and scheduling requests with accuracy and efficiency.
Gather client information, review details, and communicate confirmations and follow-ups.
Maintain organized records and support a smooth coordination process from start to finish.
Aisles & Abroad is a travel and hospitality company focused on coordinating booking and reservation services. They offer a flexible remote work environment with a supportive, collaborative team and opportunities for growth.
Under the direction of the Mechanical Project Lead, work with multi-disciplined teams to develop mechanical physical layout drawings in a 3-D model.
Design mechanical systems, investigate and troubleshoot a wide variety of mechanical design issues.
Utilize 3D modeling software tools to generate mechanical design schematics and act as design team lead.
Sargent & Lundy is a leader in nuclear engineering and design, providing solutions for clean, carbon-free energy since 1954. The company values employee well-being and offers comprehensive benefits, with a culture recognized for excellence.