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Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. A digital leader or growing disruptor, everyone must transform themselves to maintain their advantage. The Sia Technology Business Unit supports clients through digital, operations and organizational transformation adapted to their culture and working methods. We help clients strategize and scale leveraging deep expertise and solutions in compliance and risk management, strategic technology partnerships, data science, operations and business analysis and mergers and acquisitions. Job Description Sia is looking for a talented Management Consultant to support our Risk, Regulatory & Compliance Business Unit serving our clients as a project manager. Our consultants work closely with our clients’ Compliance and Legal leadership teams, leading cross-functional initiatives around Compliance (e.g., AML, KYC, Sanctions), Data Privacy (e.g., GDPR, CCPA, LGPD), Legal Operations and Processes and high-stakes projects. This is a fantastic change management opportunity within the legal and regulatory context. Our team of consultants is able to manage these initiatives from start to finish, from planning and documentation to implementation and execution. Responsibilities • Project Manage and/or support on a range of client delivery, as part of an on-site or remote project team, • Conduct effective meetings, • Collaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groups, • Provide status reporting of progress, dependencies, issues, risks and overall program health, • Maintain program sites as a repository for all project information, • Contribute to the development of high-quality and timely deliverables, • Perform subject matter research and business analysis, • Assist in the coordination and development of client proposals, • Support practice, thought leadership, and people development, • Review clients' processes and controls against leading practice and industry frameworks, identify gaps in design and execution, and communicate issues and recommendations to engagement leads and client management, • Plan and execute client engagements focusing Operational Risk, Operational Resilience, Regulatory Compliance, Surveillance, Conduct Risk, Third Party Risk Assessments and other risk programs, • Engage in go-to-market and business development efforts, including the preparation of proposals for prospective clients and client presentations, • Accountable for project management and administration including contracting and budget management Qualifications, • Bachelor’s degree required in business or related field (Masters or MBA are preferred), • 3+ years of recent project management experience in a regulatory, compliance, legal, privacy, and/or securities related projects required, • Proven ability to apply compliance, regulatory and legal knowledge within a project management framework (Ex. understanding how regulatory concerns must align with technical requirements, etc.), • Understanding of Legal and Compliance functional areas and previous experience in similar topics, • Demonstrated knowledge of project management principles and methodologies including agile/scrum, • Advanced certifications in project management welcome, including PMP, CAPM and Agile, • ACAMS, CPA, CA, CMA, CIA, CFI, CFE, CRCP, CRCM and/or other relevant certifications, a plus Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation • Annual base salary starting at $122,000, commensurate with experience and qualifications, • Annual performance based discretionary bonus Robust Health Coverage • 3 Medical plans, • Dental and Vision, • Life, AD&D and other voluntary insurance Tax-Advantaged Accounts • 401K retirement plan, • 4% matching and 100% vested upon enrollment, • Health Savings Account (HSA), • Flexible Spending Account (FSA), • Health, Dependent Care, Commuter Family Friendly Benefits • 100% paid parental leave for all new parents with eligible tenure, • Building Healthy Families program if enrolled through Medical plan Time Off to Recharge • Generous Paid Time Off (PTO) policy, • 9 company holidays plus 1 floating holiday Extras that Make Life Easier • College savings and student loan repayment assistance, • Monthly cell phone stipend, • Access to wellness programs at no cost if enrolled through Medical plan, including:, • Gym membership reimbursement, • LiveHealth Online virtual care, • Personalized support from a Well-being Coach, • Employee Assistance Program at no cost, • Free confidential counseling and emotional support services, • On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at for more information. WHO WE NEED: Arootah is searching for experienced Directors of Tax to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in this leadership role, you have specific, hands-on experience developing, implementing, and maintaining complete Tax-Compliance and Tax-Reporting policies and processes for a leading Hedge Fund or Family Office. What You'll Do • Best practice reviews., • Developing realistic and effective action plans., • Breaking apart goals into actionable steps., • Advising on vendor selection and oversight., • Creating and implementing policies, procedures, and control measures., • Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices., • Special projects or other areas of need., • All aspects of the day-to-day management and oversight of preparation of outsourced U.S. federal, state, and local tax returns as well as outsourced international tax filings, statutory accounts, private property, and business licenses for all funds and business entities., • Establish and maintain the policies and procedures for tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities, including aggregate allocations, trader vs. investor determination, and identifying necessary federal, international, and state investor reporting., • Oversee, review, and approve outside service providers’ preparation and filing/delivery of estimated and final fund returns, management-company returns, and K-1 reporting in accordance with ASC 740 and IAS 12., • Lead a team that owns the North American payroll tax process (ensures accurate and timely filing of weekly, semi-monthly, monthly, quarterly, and annual tax returns, respond to and resolve employee tax issues, notices, and audits)., • Select and manage all third party domestic and international tax service providers and vendors., • Manage U.S. federal, state and local as well as international tax audits and exams by preparing/reviewing responses and appropriate analyses with internal teams, outside tax service providers and external auditors to resolve open items., • Complete and review various analysis and reports throughout the year to assist with the quarterly/annual budgeting and forecasting process., • Advise Portfolio Managers and executive leadership on the business impact of proposed and new tax laws, regulations, decisions, and legislation., • Collaborate with reporting and tax advisors, finance team, and additional business unit leaders, including IT to manage tax data requirements to maintain full responsibility over the tax reporting and compliance process., • Serve as the subject matter expert to provide assistance to limited partners, investors, and their constituents on tax reporting needs, including periodic estimates and year-end reporting requirements. Qualifications, • A Bachelor’s Degree in Accounting, Economics, Finance, Mathematics, or a related field., • CPA designation and/or advanced degree (MST)., • 10+ years of prior work experience, specifically as a Director of Tax for a Hedge Fund or Family Office., • 5+ years of proven experience with tax preparation, fund accounting, general ledger accounting or previous Big 4 accounting/tax experience., • Demonstrated understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations., • In-depth understanding of the tax treatment for various investment types, asset classes, financial instruments and vehicle structures., • Extensive compliance experience with regulatory and reporting agencies including the IRS and foreign tax authorities., • Expertise with Microsoft applications (Word and Excel) and some tax planning/preparation software (ProSystem fx, CCH Access Tax, etc.). Job Status, • Contractor

Job DescriptionWhat to know Develop and execute game-changing media strategies that tie engagement to the bottom line. As Senior Media Strategist, you'll develop and implement digital and traditional advertising strategies across clients ranging from leading nonprofits to political and advocacy groups to major brands (and everything in between). This may be the right role for you if you're someone who is equally strategic, creative, and analytical. Switching seamlessly from a client presentation, to writing an insightful analysis of campaign performance, and translating a client's business objectives into a tactical media plan. You're used to spending most of your day speaking in acronyms — terms like DSP, CPA, IVT, ROAS, and AVOC are major parts of your vocabulary — and you know how to explain them to clients and teammates. You will use your depth of paid media experience to inform your work but also tap into your digital curiosity and passion for innovation to bring new ideas and thinking to the team. The company Blue State is a purpose-driven agency. We partner with leading causes, brands, and campaigns and create real change. From Google and UNICEF to Amnesty International and Oxfam, we transform how brands and causes raise money, influence policy, build platforms, and grow communities of supporters. Led by the most creative and analytical minds from the political, nonprofit, and brand worlds,Blue State is an independent agency with 150+ employees in the US and London. A day in the life • Develop media plans and recommendations for a range of assigned clients by translating their strategic visions into media objectives to accomplish a wide range of client objectives including direct response (lead gen and fundraising), awareness, persuasion, and advocacy., • Analyze ongoing and historical performance data to identify opportunities for improvement, make strategic recommendations, and generate reporting and insights to drive optimization., • Have a strong POV on measurement, attribution, and conversion tracking, and apply that knowledge to strategic recommendations and ongoing campaign management., • Participate in (and frequently lead) client-facing interactions to deliver media strategies and provide clients with the context to understand how your tactical media plans will achieve their business objectives, • Work collaboratively with other internal or external teams, including media planners, strategists, account directors, designers, and analysts, to produce campaigns, creative ideas, audience and target recommendations, and experimental designs., • Keep us up to date with the latest digital media trends by maintaining relationships with media partners and engaging in media R&D projectsWhat we offer, • Unlimited time-off (inclusive of sick, personal, and vacation days), • $1,250 annually in professional development funds, • Competitive health, dental, and vision insurance, • Inclusive family planning coverage, including fertility, surrogacy, and adoption benefits, • Flexible and health savings accounts, • 401K & employer match, • Generous paid holiday schedule, • 12-week fully-paid parental leave for all parents-to-be, • Short-term and long-term disability insurance, • Pre-tax commuter benefits The salary range for this position is $88,000-$101,000; compensation will be commensurate with experience. Some things we're looking for • 4-6 years experience in cross-channel media planning, including a mix of digital and traditional media, • Demonstrated experience translating client business goals into cohesive media strategies and specific KPIs, and a record of managing large scale, multi-channel media campaigns that delivered on those goals., • Deep understanding of all aspects of media strategy, planning, campaign management, and analysis reporting, and the tools and platforms used, • Ability to effectively manage multiple clients and projects on time, within budget, and meet performance goals., • Exceptional attention to detail, especially with regards to budgeting, pacing and spend tracking, managing vendor relationships and paperwork, and reporting., • Ability to adapt to new situations, solve problems on the fly, and communicate with those around you. Teamwork and scrappiness required., • A shared passion and curiosity for delivering change. This includes comfort with ambiguity, a restlessness that resists the status quo, and a commitment to quality that ensures we're always making progress., • A testing evangelist - no result is ever a problem as long as we can learn and improve in future. Blue State is committed to creating an inclusive and accessible application and interview process. If you would like to request a reasonable accommodation for a disability, including the use of AI tools throughout the hiring process, please contact us at with the subject line: Accommodation Request to get started. This position is part of the CWA collective bargaining unit; ie, the Blue State Union. Your privacy is important to us. You can find out more information on how we handle your data for recruiting purposes in our Privacy Policy for Recruitment.

Job DescriptionWhat to know Develop and execute game-changing media strategies that tie engagement to the bottom line. As a Media Strategist, you'll develop and implement digital and traditional advertising strategies across clients ranging from leading nonprofits to political and advocacy groups to major brands (and everything in between). This may be the right role for you if you're someone who is equally strategic, creative, and analytical. Switching seamlessly from a client presentation, to writing an insightful analysis of campaign performance, and translating a client's business objectives into a tactical media plan. You're used to spending most of your day speaking in acronyms — terms like DSP, CPA, IVT, ROAS, and AVOC are major parts of your vocabulary — and you know how to explain them to clients and teammates. You will use your depth of paid media experience to inform your work but also tap into your digital curiosity and passion for innovation to bring new ideas and thinking to the team. The company Blue State is a purpose-driven agency. We partner with leading causes, brands, and campaigns and create real change. From Google and UNICEF to Amnesty International and Oxfam, we transform how brands and causes raise money, influence policy, build platforms, and grow communities of supporters. Led by the most creative and analytical minds from the political, nonprofit, and brand worlds, Blue State is an independent agency and has 150+ employees in the US and London. A day in the life • Develop media plans and recommendations for a range of assigned clients by translating their strategic visions into media objectives to accomplish a wide range of client objectives including direct response (lead gen and fundraising), awareness, persuasion, and advocacy., • Oversee live media campaigns including managing budgets and pacing, working with team members and external vendors to direct campaign optimization, and generating client-facing insights and recommendations., • Participate in client-facing interactions to deliver media strategies and provide clients with the context to understand how your tactical media plans will achieve their business objectives and how ongoing campaigns are performing, • Work collaboratively with other internal or external teams, including media buyers, strategists, account directors, designers, and analysts, to produce campaigns, creative ideas, audience and target recommendations, and experimental designs., • 2-4 years experience in cross-channel media planning, with a focus on digital media, • Demonstrated experience translating client business goals into cohesive media strategies and specific KPIs, and a record of managing large scale, multi-channel media campaigns that delivered on those goals., • Understanding of digital and/or traditional media strategy, planning, campaign management, and analysis reporting, and the tools and platforms used, • Ability to effectively manage multiple clients and projects on time, within budget, and meet performance goals., • Exceptional attention to detail, especially with regards to budgeting, pacing and spend tracking, managing vendor relationships and paperwork, and reporting., • Ability to adapt to new situations, solve problems on the fly, and communicate with those around you. Teamwork and scrappiness required., • A shared passion and curiosity for delivering change. This includes comfort with ambiguity, a restlessness that resists the status quo, and a commitment to quality that ensures we're always making progress., • A testing evangelist - no result is ever a problem as long as we can learn and improve in future. At Blue State, diversity is a necessity, not a nice-to-have. We encourage those from underrepresented communities — women, people of color, LGBTQIA+, immigrants, those with disabilities and people at all the intersections in between — to apply. Even if you don't think your current skill set checks every box, but this role seems to align with your strengths, we want to hear from you. Blue State is committed to creating an inclusive and accessible application and interview process. If you would like to request a reasonable accommodation for a disability, including the use of AI tools throughout the hiring process, please contact us at with the subject line: Accommodation Request to get started. Your privacy is important to us. You can find out more information on how we handle your data for recruiting purposes in our Privacy Policy for Recruitment.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. About Sia Experience-Creative Sia Experience is the full-service creative agency within Sia. In the SiaX-Creative business line, we combine creative, CX, marketing, and deep AI expertise with industry leading knowledge to deliver impactful, growth-focused solutions for our clients. By bringing together agencies known for creating standout work for leading brands, Sia is building SiaX into a premier player in the creative and digital agency space—pairing the speed, creativity, and independence of top boutique shops with the reach and resources of a global network. At SiaX we’re nimble, deeply collaborative, and known for delivering high-impact work with lean teams. As strategic partners to our clients, we focus on building brands and delivering growth for clients that are aiming to break through creative barriers and accelerate digital transformation. It’s an exciting time to join us. SiaX has long been the agency behind some of the world’s biggest brands—now we’re expanding, becoming one of the most recognizable names for companies that demand bold, business-driving creative. We’re shaping SiaX into the go-to agency of the future. This is your chance to be part of that growth, working alongside top-tier creatives and agency leaders to continuously evolve what a modern, full-service agency can be. Opportunities like this don’t come around often—if you want in on the next level, this is it. Job Description About the Role SiaX is looking for a Paid Social Media Strategist to drive the strategy and execution of paid campaigns across search, social, display, video, and app environments. This role goes beyond channel execution — it requires critical thinking, proactive problem-solving, and the ability to connect paid media performance directly to business growth. You’ll partner closely with Growth, Creative, Analytics, and Account teams to ensure campaigns are not just optimized, but continuously evolving through innovation, A/B testing, and strategic foresight. Your Impact * Strategic Growth Partner: Own the strategy for paid media campaigns across search, social, and app channels, ensuring alignment with client business objectives across regions and lines of business. * Performance Driver: Lead paid social growth campaigns across Meta, TikTok, LinkedIn, Reddit, Pinterest, and emerging platforms — optimizing toward CPA, ROAS, ROI, and acquisition KPIs. * Automation Architect: Collaborate with Ad Tech and Product partners to design and scale automation and optimization frameworks using tools such as Meta APIs, Smartly, and custom-built solutions. * Proactive Innovator: Continuously identify opportunities to design and run A/B tests, expand campaigns beyond maintenance mode, and unlock new efficiencies and growth levers. * Cross-Functional Collaborator: Work with creative, analytics, and account teams to integrate paid media seamlessly into broader campaigns and client strategies. * Analytical Storyteller: Translate performance data into actionable insights, explaining not just what happened but why — and how we can do more, better. What Success Looks Like * Campaigns consistently meet or exceed performance benchmarks across channels, including app-based performance marketing environments. * Multi-million dollar paid social budgets are paced accurately, optimized effectively, and connected to business outcomes. * Reporting provides clear insights, actionable recommendations, and a forward-looking roadmap for growth. * Automation and optimization frameworks improve efficiency and scalability, enabling stronger client outcomes with fewer manual touchpoints. * Clients and internal teams view you as a trusted strategist — someone who brings proactive, innovative solutions to both immediate and long-term challenges. * Campaign roadmaps demonstrate ongoing learning, iteration, and curiosity that keep SiaX and our clients ahead of platform shifts and industry trends. Qualifications * Campaigns consistently meet or exceed performance benchmarks across channels, including app-based performance marketing environments. * Multi-million dollar paid social budgets are paced accurately, optimized effectively, and connected to business outcomes. * A/B testing frameworks are embedded across channels, producing learnings that guide creative, messaging, audience segmentation, and bidding strategies. * Reporting provides clear insights, actionable recommendations, and a forward-looking roadmap for growth. * Automation and optimization frameworks improve efficiency and scalability, enabling stronger client outcomes with fewer manual touchpoints. * Clients and internal teams view you as a trusted strategist — someone who brings proactive, innovative solutions to both immediate and long-term challenges. * Campaign roadmaps demonstrate ongoing learning, iteration, and curiosity that keep SiaX and our clients ahead of platform shifts and industry trends. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary ranging between $110k - $130k, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).

Remote Tax Manager – High-Growth Public Accounting Firm | 100% Remote This Jobot Job is hosted by: Andrew Kraig Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $120,000 - $140,000 per year A bit about us: Founded over a decade ago and fully remote, with a tax team of 15 professionals serving clients nationwide, we are a forward-thinking public accounting firm supporting small businesses and high-net-worth individuals. We take pride in combining deep technical expertise with a modern, process-driven approach to deliver proactive tax planning, compliance, and advisory services. Why join us? • Competitive Compensation: Up to $140K base salary (DOE), • 100% Remote: Flexible work from any U.S. time zone, • Engaged Client Base: Work with ambitious business owners and high-net-worth individuals, • Professional Growth: Exposure to advanced strategies such as entity structuring, cost segregation, and retirement tax shelters, • Collaborative Team: Join a growing group of 15+ tax professionals with a supportive culture, • Innovative Environment: Leverage AI and automation tools to improve efficiency and client service Job Details Key Responsibilities and Duties: • Oversee and review complex business and personal tax returns (multi-entity, multi-state, HNW), • Identify and document tax-saving opportunities during review process, • Lead weekly tax team meetings to manage deadlines, workload, and strategy alignment, • Ensure consistent and proactive client communication across the tax department, • Develop and refine SOPs to improve efficiency and compliance, • Provide coaching, mentorship, and performance reviews for staff, • Stay up to date on tax law changes, IRS updates, and advanced planning techniques, • Active CPA or EA license, • Bachelor’s degree in Accounting, Finance, or related field, • 8+ years of tax experience in public accounting with a focus on small businesses and HNW clients, • 4+ years managing and mentoring tax professionals in a team setting, • Strong expertise in entity structuring, QBI, deferrals, cost segregation, and retirement planning strategies, • Demonstrated ability to manage remote teams and enforce SOP compliance, • Proficiency with UltraTax, Karbon, Google Workspace; CRM experience (Go High Level preferred), • Comfort using AI/automation tools to improve team efficiency Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. About Sia Experience - Creative Sia Experience is the full-service creative agency within Sia. In the SiaX-Creative business line, we combine creative, CX, marketing, and deep AI expertise with industry leading knowledge to deliver impactful, growth-focused solutions for our clients. By bringing together agencies known for creating standout work for leading brands, Sia is building SiaX into a premier player in the creative and digital agency space—pairing the speed, creativity, and independence of top boutique shops with the reach and resources of a global network. At SiaX we’re nimble, deeply collaborative, and known for delivering high-impact work with lean teams. As strategic partners to our clients, we focus on building brands and delivering growth for clients that are aiming to break through creative barriers and accelerate digital transformation. It’s an exciting time to join us. SiaX has long been the agency behind some of the world’s biggest brands—now we’re expanding, becoming one of the most recognizable names for companies that demand bold, business-driving creative. We’re shaping SiaX into the go-to agency of the future. This is your chance to be part of that growth, working alongside top-tier creatives and agency leaders to continuously evolve what a modern, full-service agency can be. Opportunities like this don’t come around often—if you want in on the next level, this is it. Job Description About the Role SiaX is looking for a Paid Media Strategist to drive the strategy and execution of paid campaigns across search, social, display, video, and app environments. This role goes beyond channel execution — it requires critical thinking, proactive problem-solving, and the ability to connect paid media performance directly to business growth. You’ll partner closely with Growth, Creative, Analytics, and Account teams to ensure campaigns are not just optimized, but continuously evolving through innovation, A/B testing, and strategic foresight. Your Impact * Strategic Growth Partner: Lead the strategy and execution of paid search campaigns across Google Ads, Microsoft Ads, and app ecosystems, aligning media investment with client business goals and full-funnel performance. * Optimization Expert: Build and manage granular campaign structures — including keyword segmentation, ad copy testing, and bidding strategy — to maximize efficiency and return on spend. * Automation Architect: Collaborate with Ad Tech and Product teams to implement smart bidding strategies, feed-based automations, and scripts that scale performance and reduce manual optimization. * Conversion & Tracking Owner: Partner with Analytics and Tech to ensure data integrity through clean tagging, conversion tracking, and attribution modeling across GA4, GTM, and CRM integrations. * Performance Analyst: Translate campaign data into actionable insights — identifying trends, explaining performance drivers, and forecasting growth opportunities. * Cross-Functional Collaborator: Work alongside Creative, SEO, and Account teams to ensure paid search efforts complement broader digital marketing initiatives. * Continuous Innovator: Stay ahead of algorithm updates, automation advancements, and beta opportunities across Google and Microsoft to keep campaigns at the leading edge. What Success Looks Like * Campaigns consistently exceed KPIs for ROI, CPA, and conversion volume across Google and Microsoft ecosystems. * Budget pacing, bid automation, and targeting frameworks operate seamlessly, maintaining efficiency and accuracy at scale. * Conversion tracking and reporting deliver clear, actionable insights tied directly to business outcomes. * Search strategies evolve continually through structured testing, data analysis, and platform innovation. * Clients and internal stakeholders view you as a trusted advisor who connects media performance to real business growth. * Documentation, testing roadmaps, and optimization playbooks establish replicable best practices for the broader team. Qualifications * 5+ years of experience managing paid search campaigns, ideally within an agency or performance marketing environment. * Deep platform expertise across Google Ads, Microsoft Ads, YouTube, and app ecosystems (Apple Search Ads, Google UAC, etc.). * Strong understanding of keyword architecture, query mapping, bidding models, and conversion tracking. * Proven experience managing multi-million-dollar paid search budgets with accountability for CPA, ROAS, and ROI performance. * Proficiency in automation tools and scripts (e.g., SA360, Skai, Marin, or in-house API-based solutions). * Advanced analytical skills with the ability to translate campaign data into meaningful insights and business recommendations. * Experience designing and executing A/B tests across ad copy, landing pages, and bidding strategies. * Familiarity with GA4, Google Tag Manager, attribution modeling, and feed-based automation. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary range at $130,000-$150,000, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).

Job DescriptionSalary: $16-$18 hourly DOE Marketing Analytics Intern - AI/ML Focus Mason Interactive | 4 to 6-Month Paid Internship | Fall 2025 Start | Part-Time/Full-Time The Project Lead a groundbreaking ML/AI integration project that transforms how we leverage marketing data. You'll develop predictive models, automated insights, and AI-driven optimization strategies using real client datasets. What You'll Do • Build ML models to predict campaign performance and optimize marketing strategies, • Create automated data pipelines integrating diverse marketing data sources, • Design interactive dashboards visualizing ML insights for stakeholders, • Research cutting-edge AI approaches for marketing challenges, • Collaborate cross-functionally to identify ML applications in marketing workflows What We Need Technical Skills: • Strong ML foundation (supervised/unsupervised learning, neural networks, NLP), • Python proficiency with ML libraries (scikit-learn, TensorFlow, PyTorch), • Data preprocessing and feature engineering experience, • SQL and database knowledge, • Data visualization tools (Tableau, Power BI, Looker Studio) Marketing Knowledge: • Understanding of marketing metrics (ROI, CPA, ROAS, CPM), • Ability to translate ML insights into actionable marketing recommendations Soft Skills: • Excellent communication with non-technical stakeholders, • Self-motivated with strong project management abilities, • Problem-solving mindset for data integration challenges Qualifications • Rising seniors or recent graduates in Computer Science, Data Science, ML, Statistics, or related field, • Portfolio demonstrating ML applications to business problems (preferred), • Available for Fall 2025 start, 4 to 6-month commitment, minimum part-time Why Mason Interactive? • Competitive paid internship with real compensation, • Lead a transformative project at the intersection of marketing and AI, • Real-world impact on client business outcomes, • Work with marketing experts and data scientists, • Exceptional portfolio-building opportunity, • Help shape the future of data-driven marketing Ready to revolutionize marketing analytics with AI?

Job DescriptionDescription: We are a CPA firm headquartered in the San Francisco Bay Area, and we have recently opened an office in New York, New York to better assist our clientele with their growing needs. We anticipate 15 to 20 percent growth within the next 5+ years. We are seeking a high-caliber, enthusiastic intern who understands the importance of professionalism, technical excellence, and commitment to the highest industry standards. This internship may lead to a full-time offer for post graduation depending on work performance and firm needs. We offer a comprehensive range of taxation, advisory, compliance, audit, and accounting services for a wide variety of businesses and their owners and serve a broad spectrum of securities funds, private-equity and venture capital firms, real estate firms, private foundations, and high-net-worth and ultra-high-net-worth individuals. You will have opportunities to be mentored by the firm partners and managers. Most importantly, when you work with us, you will have an impact. We offer a hybrid-working model, state of the art equipment, and firm events that help our staff foster personal connections with all of their coworkers and promote collaboration in the workplace. We firmly believe that the success of our firm is directly dependent on the success of our people, which is why we strive to cultivate an engaging environment that exemplifies our firm values. We have even been named Accounting Today’s “Top 100 Best Accounting Firms to Work for” for multiple years, including as recently as 2020, 2021 and 2022! We are also ranked 9th in the entire Nation by Accounting Today's "Best Firm for Women to Work For" for 2022! Work Environment: • Dynamic, stimulating, and exciting with constant interaction, • Fast-paced and requires a high degree of urgency in completing tasks and assignments, • Rewarding and challenging with varied work activities and exposure to different clients and services, • Embraces and encourages ongoing change and improvement and empowers staff at all levels to provide feedback and to personally make changes, • Prepare individual, fiduciary, partnership, not-for-profit, and corporate income tax returns under the direction and constructive feedback of supervisors, • Prepare tax projections to assist clients in minimizing taxes and determining quarterly estimated tax payments, • Research tax and accounting issues and effectively communicate the analysis and conclusion, • Perform audit, review, and compilation procedures and prepare financial statements with a general understanding of the underlying standards, • Availability to work full time during the Summer, • Strong academic credentials (minimum 3.2 GPA), • Demonstrated leadership, problem solving, and strong verbal and written communication skills, • Ability to set and work with goals, objectives, and deadlines, • Ability to prioritize tasks and work on multiple assignments in a fast-paced accounting environment, • Ability to work both independently and as part of a team with professionals at all levels, • On track to meet the 150 semester unit requirement for CPA licensure (preferred)

Job Description Are you ready to revolutionize the advertising industry? At Cognitiv, we are not just another AdTech company—we are industry trailblazers redefining media buying with our Deep Learning Advertising Platform. Since 2015, we have harnessed the power of cutting-edge deep learning technology and data science to transform how brands connect with their customers. Our mission? To bring intelligence to advertising and deliver unparalleled precision, relevance, and impact at scale. With our innovative platform, advertisers enjoy unprecedented flexibility—whether it is activating Dynamic Deals through their preferred DSP, leveraging our managed service DSP, or utilizing our industry-first ContextGPT product. As a part of Cognitiv, you will be at the forefront of AI-driven advertising solutions, driving change and achieving remarkable growth in a rapidly evolving industry. Life At Cognitiv Our solutions provide advertisers with more time and freedom to concentrate on what matters to them most, both professionally and personally. We carry this philosophy into our workplace, offering our employees more chances to grow, collaborate, and achieve their goals. At Cognitiv, you will get MORE: - Festiv - Fun and positivity are integral to our work environment. From cross-departmental games to friendly competitions and unique events, we ensure a dynamic and enthusiastic culture. - Responsiv - Making a difference for our clients is at the heart of what we do. To make this one of our superpowers, we strive to create a culture of open communication and continuous learning. You will work closely with clients and key company stakeholders, sharpening your communication skills in a supportive environment where your input and ideas are valued and integral to our success. - Inclusiv - Diversity and inclusion are more than just words to us—they are principles we live by. We celebrate unique perspectives, ensuring everyone feels valued and respected. - Inventiv - As industry pioneers, we continuously reinvent and reimagine solutions. Sharing our knowledge and expertise to educate and lead the market is part of our DNA. If you love questioning the status quo, pushing boundaries, and challenging conventional thinking, you will fit right in. We admire intellectual curiosity and encourage it at every turn. - Transformativ - We invest in the continuous growth and development of our team members, celebrating their contributions and supporting their work-life balance and overall well-being. Our holistic training, onboarding programs, and professional growth and development initiatives ensure you have the resources to succeed. - Collaborativ - We transcend geographical boundaries, seamlessly operating across two coasts. Our culture thrives on cross-departmental collaboration and a unified sense of purpose, making teamwork a cornerstone of our success. About The Team Cognitiv’s Campaign Management (Performance Strategy) team sits at the center of our deep-learning DSP. We bridge hard analytics with strategic trading, pressure-testing new DL models and LLM-powered workflows in market, then turning field learnings into scalable playbooks and product feedback. About The Role As a Campaign Strategist, you’ll be the analytical engine behind high-performing campaigns. You’ll translate massive datasets into clear decisions, pilot new DL/LLM features, and partner with Client Success, Data Science, and Ad Ops to deliver results across display, OLV, CTV, and emerging channels. Your work will improve both client outcomes and our product roadmap. We value in-person collaboration and operate on a hybrid schedule. This position is based in our New York City, NY office with 3 days onsite (Mon/Tue/Wed) and 2 days remote (Thu/Fri). Core Responsibilities: Operate & Optimize (End-to-End)● Monitor pacing, delivery, and performance daily; own QA (pixels/tags, model params, supply lists), discrepancy resolution, and change logs.● Establish optimization plans that map to client business metrics (CPA/ROAS/LTV, not just media KPIs). Analytics, Experimentation & Insights● Diagnose bidding behavior and auction dynamics using SQL (and Python when needed) across billions of log rows; separate signal from noise.● Design/run tests (A/B, multi-cell, geo-holdout); publish succinct read-outs with recommendations and next steps.● Build dashboards/scorecards (Tableau/Looker/Sheets) that make complex data legible to technical and non-technical partners. DL/LLM Collaboration & Product Feedback● Pilot deep-learning optimizers (e.g., CTR/VCR/CPA models, pacing/autotuner) and LLM workflows (brief → topics → inclusion lists; rationale summaries).● Document field results and translate into product requirements (signals, guardrails, eval metrics) with Data Science & Product. Process, Tooling & Reliability● Help build the campaign operating system: RACI, runbooks, QA checklists, alerting (pacing/spend anomalies, model drift), experiment registry, reporting standards.● Identify automation opportunities; partner with Eng/Ops to ship scripts/tools that improve speed, accuracy, and repeatability. Partner Communication & QBR Support● Communicate insights clearly to CS, Ad Ops, and DS; contribute to client-facing performance narratives and QBRs with actionable recommendations. Requirements:● BS/BA in a quantitative field.● 3-5 years experience in analytics roles, preferably within AdTech or programmatic media environments.● Advanced proficiency with SQL, including complex queries, optimization, and joins.● Strong analytical skills and comfort with interpreting large-scale data sets (billions/trillions of rows).● Demonstrated ability to communicate complex analytical insights effectively to technical and non-technical audiences.● Solid understanding of statistical methods and experimentation frameworks.● Experience with visualization tools like Tableau and proficiency in creating data pipelines. Preferred Qualifications:● Proficiency in Python or similar scripting languages.● Familiarity with predictive analytics, machine learning, and experimentation methodologies.● Experience with distributed SQL technologies and handling large-scale log data.● Knowledge of online marketing analytics and DSP bidding algorithms.● Advanced degree in analytics, statistics, data science, or related technical field. Ideal Candidate:You are a proactive problem-solver with a passion for data-driven decision-making and campaign excellence. You thrive in dynamic environments, combining analytical rigor with strategic insight to deliver measurable business outcomes. Salary: $110,000-$130,000 Base Salary + EquityActual compensation is based on multiple factors that are unique to each candidate, including and not limited to job-related knowledge, level of relevant experience, education and skills. Base salary is just one component of your total rewards package at Cognitiv. Employees are eligible for equity and various benefits. Here are some of the many benefits that our employees receive: ● Medical, Dental and Vision coverage, including some plans that are 100% employer paid● 12 weeks paid parental leave● Career Ladders slated to advance your career● Unlimited PTO● Work-From-Anywhere August● Equity at all levels● Comprehensive onboarding program (Cognitiv University)● Hybrid work model● Daily Lunch On Us● Health and Wellness Stipend● Cell phone reimbursement● Parking Expense (CA & WA Offices)● 401(k) plan with employer match● Employee Assistance Program● Pre-tax commuter benefits and MORE! Cognitiv is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to ensuring equal employment opportunities for all employees and applicants, regardless of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by federal, state, or local laws.

Job DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. Our Business Advisory Services focuses on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at for more information. Who We Need: We are on the lookout for pragmatic Chief Administrative Officers to work with our growing list of prestigious clients. This role is all about getting our administrative ship in order, ensuring efficiency without the unnecessary frills. What You'll Do • Comprehensive Time Management: Oversee the practical details of scheduling and time allocation, making sure every hour serves a purpose., • Strategic Project Planning: Develop and maintain business plans, mission statements, and practical project plans that cut to the chase., • Priority Reporting: Generate reports that are straight to the point, detailing actions, time budgets, and the real priorities., • Software Utilization: Manage Timely for time tracking and Click Up for task management, • Budget vs. Actual Analysis: Dive into the financial side of time, reconciling planned versus actual usage, and investigating discrepancies., • Accountability and Compliance: Keep the team in line with time management practices, holding them accountable for meeting goals., • Technology Integration: Make sure tech tools serve a purpose, overseeing their implementation and optimization in our processes., • Process Optimization: Trim the fat and streamline operations – a continuous quest for efficiency., • Resource Management Oversight: Keep an eye on the financial side of time and resources, managing the chart of accounts., • Procedural Manual Oversight: Be the keeper of our procedural rulebook, ensuring it stays practical and up to date., • Weekly Management Reporting: Skip the fluff, design, and maintain straightforward weekly reports for each team, keeping management in the loop., • Agenda Preparation: No-nonsense agendas that get straight to the point., • Decision Documentation: Record decisions and why they were made – no bureaucratic nonsense., • Meeting Follow-Ups: Track and record follow-ups for no-fuss task managementQualifications, • Bachelor's degree in accounting, business administration, or related field PMP (Project Management Professional) Certified is a must, • CPA (Certified Public Accountant) or Scrum Master Certification is a HUGE plus, • Proven experience within a Family Office or Hedge Fund Experience with Click up and Timely or similar tools is a must, • Excellent communication and follow up skills Job Status, • Contractor

Tax Partner Opportunity with Manhattan Firm This Jobot Job is hosted by: Sean Copeland Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $250,000 - $500,000 per year A bit about us: We take pride in our work, making it our goal to live up to our reputation of capability, capacity, and credibility. Through a solid, structured approach, we advance the financial strength and tax position of businesses and individuals in our region as they build and strengthen the community that surrounds us. Our brand is built on a foundation of open communication and being available to our client’s priorities. Questions and thoughtful discussions on all levels are what lead to team-based dialogues. We embrace the power of the collective and harness it to solidify relationships, both within our team and our client relationships. This allows us to provide large, national firm service while maintaining the personalized commitment of a small, local firm. We push your financial goals forward so your future is within reach. Why join us? Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too! • Meaningful Work!, • Competitive Compensation Package!, • Health, dental, life, and optional vision insurance starting the 1st of the month after hire, • PTO & extended sick leave, • Paid holidays including a Personal Observance Day, • 401(k) Job Details Qualifications: CPA preferred but EA considered Requires expertise with High Net Worth Individuals and closely held businesses Exceptional client service skills leading to the highest quality of execution and delivery of client engagements Strong leadership and staff development skills for coaching a client service team Exceptional interpersonal skills for collaborating with other partners and for providing guidance to clients as their trusted advisor Excellent problem solving, organizational, and analytical skills Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description About the Role: This is a rare opportunity to sit at the strategic center of ultra-high-net-worth families—advising across investment, estate, and generational planning with the trust and autonomy typically reserved for insiders. You’ll lead with rigor and insight, build enduring relationships, and help shape legacies that will outlast market cycles and leadership teams. This is a role for the seasoned advisor who thrives at the intersection of strategy, complexity, and human capital. We’re looking for someone with the depth to manage dynamic portfolios and the emotional intelligence to navigate family dynamics. It’s demanding and deeply rewarding. What You’ll Lead Investment Strategy & Oversight • Build and execute tailored investment strategies across public, private, real estate, and alternative markets., • Lead diligence efforts for new opportunities with institutional-quality rigor., • Partner with attorneys and tax advisors to design integrated estate and philanthropic structures., • Guide clients through liquidity events, transitions, and succession planning., • Serve as the primary advisor to a small group of SFO families., • Drive regular family meetings, performance reviews, and strategic planning sessions., • Establish family governance frameworks to support unity, decision-making, and continuity., • Lead next-gen education initiatives—financial literacy, investment principles, family values that solve for legacy, not just returns. Experience & Expertise • 10+ years in SFO/UHNW wealth management, family office advisory, and/or institutional investment roles., • Proven ability to manage complex portfolios and navigate private markets., • CFP, CFA, CPA, JD/LLM, or MBA preferred., • Series 65 or 66 & 7 required., • Exceptional communication and relational skills—you build trust quickly and naturally., • High emotional intelligence—you read the room, navigate family dynamics, and lead with poise., • High Impact, Low Bureaucracy – You’ll work directly with decision-makers and help shape multi-generational legacies., • Elite Client Base – Visionary founders, seasoned investors, and global family enterprises., • Room to Run – Our platform is designed for entrepreneurial advisors who want autonomy, influence, and growth., • Performance-based bonuses as part of your overall compensation, • Health, dental, vision, pet, life, and disability insurance, • 401(k) retirement plan, • Leadership and skills training opportunities, • Support for a positive work/life balance, • Paid holidays and Paid Time Off (PTO), • PTO accrual increases with years of service