Lead our Fiduciary Tax team, providing technical expertise and oversight on fiduciary and private client tax matters while delivering exceptional client service and aligning with internal and external partners on tax compliance and strategy.

Drive tax excellence by providing strategic support for fiduciary and private client matters. Collaborate with teams to deliver high-quality services, conduct research, and ensure compliance while resolving complex tax issues efficiently.

The Portfolio Manager will be responsible for managing complex investment portfolios for high-net-worth clients, including family offices and endowments. This role requires a deep understanding of various investment strategies and the ability to analyze financial information to support portfolio management activities.

Elevate investment strategies by managing diverse portfolios and client relationships, ensuring high-quality support. Collaborate with teams to analyze investments and implement solutions tailored to client needs. Drive efficiency and growth.

Empower strategic growth as a finance business partner, leveraging analysis and insights to influence leadership decisions and foster operational excellence within a dynamic investment management environment.