The Senior Director of Finance will lead financial strategy, manage budgeting and forecasting, oversee equity programs, and support talent development in a high-growth firm.

The Senior Director of Accounting oversees all accounting functions, ensures compliance with GAAP, leads the accounting team, and drives financial reporting accuracy and efficiency.

The Lead Advisor manages client relationships and wealth management strategies, ensuring exceptional service and collaboration with internal teams and external partners.

The Advisor is responsible for client communications, managing client portfolios, preparing deliverables, and mentoring team members while ensuring timely execution of financial planning strategies.

The Staff Accountant will manage various accounting tasks, including maintaining the general ledger, reconciliations, accounts payable, and financial analysis while collaborating across teams.

Provide exceptional service in individual and business tax planning, compliance, and relationship management. Lead the tax service team and review tax returns.

Provide administrative support to lead advisors and enhance client experience through documentation, data management, and client interaction.