NewSales Associate 1st Financial Bank USASales AssociateSouthbury, CTFull timeFor more than two decades, Premier Financial Services has been recognized within the automotive industry as an innovator and nationwide leader in lease financing of new and previously owned exotic, vintage and luxury vehicles. Part of your day-to-day will include coordinating sales transactions, gathering required documentation, and working closely with banks, dealers, and other partners to move deals forward smoothly.
NewTax Associate – TurboTax Store IntuitTax Associate – TurboTax StoreBridgeport, CT$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewTax Associate – In-Store IntuitTax Associate – In-StoreGreenwich, CT$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewTax Support Associate – Retail IntuitTax Support Associate – RetailBridgeport, CT$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewSenior Associate, Business Tax Services (NYM) KPMGSenior Associate, Business Tax Services (NYM)Stamford, CTWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, NYFS RE Tax Services KPMGSenior Associate, NYFS RE Tax ServicesStamford, CTWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewReal Estate Associate Attorney (3+ Yrs Exp) JobotReal Estate Associate Attorney (3+ Yrs Exp)Hartford, CT$145,000–$200,000 / yearInformation 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. You will work closely with senior attorneys on complex deals while developing direct client relationships and meaningful responsibility from day one.
Labor & Employment Associate (2-5 Yrs Exp) JobotLabor & Employment Associate (2-5 Yrs Exp)New Haven, CT$175,000–$220,000 / yearInformation 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. Collaboration, sound judgment, and strong client relationships are at the core of how we approach every matter, allowing us to consistently deliver high-quality, value-driven legal services.
NewReal Estate Associate (3-6 Yrs Exp) JobotReal Estate Associate (3-6 Yrs Exp)Hartford, CT$150,000–$235,000 / yearInformation 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. We are seeking a mid-level associate to join a commercial real estate practice handling a broad range of transactional work.
Corporate Associate Attorney (2+ Yrs Exp) JobotCorporate Associate Attorney (2+ Yrs Exp)Hartford, CT$140,000–$225,000 / yearInformation 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. This role offers early hands-on experience across a wide range of corporate matters, including transactional work and day-to-day client advisory.
Corporate Associate Attorney (3-6 Yrs Exp) JobotCorporate Associate Attorney (3-6 Yrs Exp)Stamford, CT$185,000–$265,000 / yearInformation 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. Our work spans a broad range of sophisticated legal matters, including complex disputes, strategic transactions, and ongoing business counseling for organizations, institutions, and individuals.
NewBusiness Litigation Associate (3-6 Yrs Exp) JobotBusiness Litigation Associate (3-6 Yrs Exp)Hartford, CT$140,000–$190,000 / yearInformation 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. We value a collegial, team-oriented environment where attorneys are encouraged to collaborate across practice groups, build trusted client relationships, and develop their own areas of focus within a supportive setting.
Commercial Real Estate Associate or Counsel JobotCommercial Real Estate Associate or CounselHartford, CT$175,000–$285,000 / yearInformation 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. This role is focused on complex leasing transactions, while also providing exposure to broader real estate work, including acquisitions, dispositions, development, and financing of commercial properties.
NewTrust & Estates Associate JobotTrust & Estates AssociateGreenwich, CT$150,000–$200,000 / yearInformation 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. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.
NewCommercial Litigation Associate (2-5 Yrs Exp) JobotCommercial Litigation Associate (2-5 Yrs Exp)Hartford, CT$140,000–$225,000 / yearInformation 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. Our team handles matters involving sophisticated business conflicts, and associates are given meaningful responsibility early, including involvement in strategy, drafting, discovery, and court-facing work.
NewEmployment Litigation Associate (2+ Yrs Exp) JobotEmployment Litigation Associate (2+ Yrs Exp)Hartford, CT$190,000–$275,000 / yearInformation 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. We work collaboratively across teams to deliver consistent, thoughtful guidance, with an emphasis on understanding each client’s operations and industry so our advice is both strategic and realistic.
NewCommercial Real Estate Associate (7+ Yrs Exp) JobotCommercial Real Estate Associate (7+ Yrs Exp)Hartford, CT$225,000–$325,000 / yearInformation 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. This opportunity is well-suited for a lawyer who enjoys autonomy, collaborative teamwork, and direct client engagement while working on high-value real estate transactions.
NewSenior Associate / Counsel - Corporate (M&A) Transactions JobotSenior Associate / Counsel - Corporate (M&A) TransactionsHartford, CT$200,000–$300,000 / yearInformation 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. We are seeking an experienced corporate attorney to join a collaborative transactional practice focused on mergers and acquisitions, business transactions, and ongoing corporate advisory work.
Retail Customer Service Associate FedExRetail Customer Service AssociateBranford, Connecticut$19.70–$23.17 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewPart Time Associate Patient Care Coordinator UnitedHealth GroupPart Time Associate Patient Care CoordinatorMiddlebury, CT$16–$29 / hourEffectively executes time management by notifying the provider team of the patient's arrival, consistently reviewing the daily patient schedule, and notifying the team of any potential conflicts., which may include voicemails, emails, and online bookings. See United Healthcare Privacy Policy at https://www.unitedhealthgroup.com/privacy.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Associate Veterinarian at Greenwich Animal Hospital Greenwich Animal HospitalAssociate Veterinarian at Greenwich Animal HospitalGreenwich, CT$140,000–$170,000Whether your goal is to become a credentialed technician, move into a leadership role, or master a new clinical skill, we provide the pathways and support you need to succeed and achieve your long-term career goals. This robust support structure empowers our veterinarians and technicians to pursue complex cases and continually expand the level of advanced medicine we provide to every patient.
Associate Director, Clinical Development Trial Lead (CDTL) JouléAssociate Director, Clinical Development Trial Lead (CDTL)Stamford, CT$104.63 / hourThis highly visible leadership role offers the opportunity to oversee study strategy, enrollment, budgets, CRO partnerships, and cross-functional teams while influencing clinical development decisions on a global scale. Joulé is partnering with a leading pharmaceutical organization seeking an experienced Associate Director, Clinical Development Trial Lead to drive the execution of complex global oncology clinical trials.
Airport Warehouse Associate SMX, LLCAirport Warehouse AssociateWindsor Locks, CT$22–$23 / hourWith Staff Management | SMX, you'll get a weekly paycheck, learn new skills, meet new people, and work with a great management team in a clean and safe environment. Perks & Benefits: Casual Dress Code, Paid Training, Weekly paychecks, Direct Deposit or Cash Card pay options, Medical / Dental Insurance, Paid Sick Leave.
Tax Senior Associate, Asset Management KPMGTax Senior Associate, Asset ManagementHartford, CTWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Tax Senior Associate, Private Equity KPMGTax Senior Associate, Private EquityHartford, CT$81,130–$164,565 / yearWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewAssociate, NYFS Real Estate KPMGAssociate, NYFS Real EstateStamford, CTWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate Information Reporting and Withholding NYFS KPMGSenior Associate Information Reporting and Withholding NYFSStamford, CTWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, Insurance Tax KPMGSenior Associate, Insurance TaxHartford, CTWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Order Processing / Operations Associate CFSOrder Processing / Operations AssociateWestport, CTRemote$70,000–$90,000 / yearThis role will be responsible for managing and processing customer orders that require manual review and intervention, ensuring orders are handled accurately, efficiently, and with exceptional communication across multiple departments. While prior order processing experience is not required, candidates must be comfortable navigating systems, juggling multiple priorities, and working cross-functionally to solve problems.
Senior Tax Associate CFSSenior Tax AssociateVernon, CT$80,000–$110,000 / yearLI-DB2 #INAUG2026 #SeniorAuditAssociate #Audit #AuditJobs #PublicAccounting #AccountingJobs #CPA #CPAJobs #AccountingCareers #AuditCareer #FinancialStatements #HiringNow #NowHiring #FinanceJobs #AccountingProfessionals #CareerGrowth #PublicAccountingCareers #Recruiting #AccountingRecruiter #FinanceRecruiter #JobOpportunity. You'll work with a diverse client base, gain valuable exposure, and be part of a team that recognizes hard work while encouraging balance and well being.
Senior Audit Associate CFSSenior Audit AssociateVernon, CT$80,000–$110,000 / yearLI-DB2 #INAUG2026 #SeniorAuditAssociate #Audit #AuditJobs #PublicAccounting #AccountingJobs #CPA #CPAJobs #AccountingCareers #AuditCareer #FinancialStatements #HiringNow #NowHiring #FinanceJobs #AccountingProfessionals #CareerGrowth #PublicAccountingCareers #Recruiting #AccountingRecruiter #FinanceRecruiter #JobOpportunity. You'll work with a diverse client base, gain valuable exposure, and be part of a team that recognizes hard work while encouraging balance and well being.
NewLicensed Clinical Psychologist (No Associates) - Remote Rula HealthLicensed Clinical Psychologist (No Associates) - RemoteRidgefield, VirginiaRemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. About Rula Rula is a comprehensive behavioral health solution that works with a network of licensed clinicians to deliver high-quality care to individuals, couples, and families.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateGreenwich, ConnecticutOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
FX PB Client Services Associate Natwest GroupFX PB Client Services AssociateStamford, Connecticut$85,000–$130,000 / yearIn addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. In your new role, you’ll be accountable for front to back coverage for allocated Prime Brokerage clients, leading client integration and managing all daily transactional activity, including booking, monitoring for exceptions and matching.
Client Services Associate / Travel (Remote) HB TravelsClient Services Associate / Travel (Remote)Hartford, ConnecticutRemoteIn this role, you will be responsible for assisting clients with their travel needs, handling inquiries, and ensuring smooth booking processes from start to finish. We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support.
FX PB Client Services Associate NatWest Group PlcFX PB Client Services AssociateStamford, CT$85,000–$130,000 / yearIn addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. In your new role, you'll be accountable for front to back coverage for allocated Prime Brokerage clients, leading client integration and managing all daily transactional activity, including booking, monitoring for exceptions and matching.
Client Service Associate Morgan StanleyClient Service AssociateGreenwich, CT$35,360–$61,200 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateBristol, ConnecticutAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateBridgeport, ConnecticutGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Client Service Associate Transcend Practice ManagementClient Service AssociateShelton, CT$65,000–$80,000 / yearTrack all paperwork when documents are outstanding, track NIGO’d paperwork; update pending business summary sheet for advisor’s attention, track and tally all outstanding work weekly. The ideal candidate will bring a mixture of excellent verbal and written communications skills, strong administrative abilities, and a passion for detail to the position, as well as a client-first and team-based mindset.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociateFarmington, CT$49,500–$77,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.
Senior Registered Client Associate Wells Fargo & CoSenior Registered Client AssociateDarien, CT$34.62–$52.40 / hourExecute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateFairfield, CT$25–$45 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesHartford, CT$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Client Associate UBS Group AGClient AssociateGreenwich, CTAs a Client Associate, you'll play an important role in assisting Financial Advisors along with their clients in helping them with administrative functions. Proficient in Microsoft Office Suite, UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.
NewRehire Client Support Associate Jackson Hewitt - CCTRehire Client Support AssociateBridgeport, CTFull timeThank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.
NewAssociate Client Success Director IQVIAAssociate Client Success DirectorGreenwich, ConnecticutSuccess in this position requires the ability to build trusted executive-level relationships, champion the voice of the client across the organization, leverage client insights to help shape product evolution, and identify opportunities to expand value and deepen engagement. Develop and execute success plans for clients that outline their critical success factors and metrics for success, track progress and mitigate potential issues, and celebrate success through documented value stories and references served.
Rehire Client Support Associate CCTRehire Client Support AssociateBridgeport, ConnecticutThank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.
Client Success Associate Realty PlansClient Success AssociateStamford, CTFull timeIn this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company. Use best practices in customer service techniques to develop rapport and build relationships with customers.
NewSenior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesGreenwich, Connecticut$145,000–$248,200 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.