In this role, the selected candidate will be responsible for managing multiple sophisticated client engagements for High net Worth individuals and family groups; reviewing complex individual tax returns and related fiduciary, partnership, corporate and nonprofit returns.
The team is small and nimble, allowing for senior management exposure at all levels, and offers the opportunity to take a leadership role on various projects. The team offers a great platform for highly motivated and self-directed individuals to accelerate their career.
Coordinate and execute other client services as required including asset purchases, sales and financing transactions, contract monitoring/compliance, insurance monitoring and oversight, and residence management.
Responsible for administering the communitys human resources functions including recruitment, new hire on-boarding, and weekly payroll in addition to coordinating resident billing and accounting operational processes. This position is also responsible for the direct management and supervision of the front desk personnel.
Providing ongoing and daily operations support to client(s) across all aspects of the post trade lifecycle trade support, settlements, collateral management, reconciliations and documentation services.
Plan, develop and implement operational infrastructure of systems, processes, procedures and controls and organize personnel training designed to accommodate the clients needs and the groups objectives.
The Sr. Design Manager will be the point of contact for projects and will be accountable to cross-functional team members for managing the design process to develop and deliver design solutions with excellence.