Fund Accountant
Our client is seeking a Fund Accountant to join their San Francisco-based team where they will report directly to the CFO and Controller. This is a high-impact role offering broad exposure across fund operations, performance reporting, and compliance within an…
Wealth Management Associate
Our client is seeking a highly motivated Wealth Management Associate to join their team. This is a unique opportunity for someone early in their career to gain hands-on experience in private wealth management and build a long-term path within a growing, collab…
Senior Tax Accountant
Our client is seeking a Senior Tax Accountant to join their dynamic team, where they will play a key role in managing complex tax engagements across individuals, corporations, partnerships, estates, and trusts. This is a high-impact position offering significa…
Private Client Advisor
Our client is looking for a Private Client Advisor. You will play a crucial role in coordinating the account opening process both internally and externally. This includes preparing custodian account applications and advisory agreements, as well as setting up a…