Top Tech Jobs & Startup Jobs in Seattle, WA

Manage day-to-day engagement workflow, draft and review client agreements, onboard client relationships in the CRM, coordinate team workflow, maintain documentation quality, support process improvements and data reporting, and collaborate with cross-functional stakeholders to ensure timely, consistent engagement delivery.

The Tax Associate will manage tax documents for various entities, conduct research, prepare for client meetings, and handle family office assignments.

This role provides administrative support to the Client Advisory team, handling client operations, communications, and ensuring details are accurately managed for client accounts and transactions.

The Tax Director will lead tax and financial affairs for high-net-worth families, ensuring timely and accurate tax returns, managing client relationships, and overseeing family office services.

Assist in client service and operations within the Capital Markets, support investment strategies, and provide information to various financial professionals.