Role Description This position is posted by Jobgether on behalf of a partner company. We are currently looking for an Onboarding Project Manager - REMOTE. In this role, you will be pivotal in guiding clients through their onboarding experience, ensuring timely and successful implementation of solutions. You will collaborate with internal teams, assess risk factors, and develop strategic plans to address client needs. Your expertise in project management will be crucial as you drive the onboarding process, communicate with stakeholders, and ensure alignment with established protocols. Your insights and proactive approach will contribute significantly to enhancing client satisfaction and fostering long-term partnerships. - Responsible for successful, on-time completion of client onboarding projects - Leads internal teams to execute client onboarding processes and tasks - Develops and drives onboarding project risk mitigation - Provides pre-sales onboarding assistance for the sales organization - Ensures onboarding tasks align with ISO processes - Maintains up-to-date project information in project management tools - Manages client communications and escalations during onboarding - Assures excellent client satisfaction throughout the onboarding process - Secures client reference ability at the conclusion of onboarding - Identifies and proposes onboarding innovations and improvements Qualifications - Bachelor's degree in Business, Finance, or related field - 3-5 years of consulting or project management experience with enterprise applications - 2+ years of client communication and relationship management experience - Strong knowledge of project management tools and techniques - C-Level communication skills - Ability to work in a cross-functional, matrix management environment - Project Management certification (desired) - SAP or Oracle Implementation or technical certifications (preferred) Benefits - Medical, Dental, and Vision insurance - Disability insurance - Paid Parental Leave - 401(k) program - Generous Paid Time Off (PTO)

Shape the editorial vision and voice for technology coverage, manage a team of producers, collaborate cross-functionally to align editorial goals with organizational objectives, and drive audience engagement through innovative content strategies.

Role Description - Participe à la définition du projet global de l’établissement et contribue à la stratégie de mise en œuvre des orientations politiques, notamment pour les services relevant de son périmètre de délégation. - Membre du collectif de direction générale, contribue à la coordination stratégique et au pilotage transversal de l’action publique. - Supervise le management des directions et services placés sous sa responsabilité et garantit la cohérence organisationnelle ainsi que la performance des équipes. - Pilote la stratégie de gestion, d’optimisation et de sécurisation des ressources (humaines, financières, juridiques, matérielles et numériques) au sein de son périmètre d’intervention. - Assure une veille stratégique, réglementaire et prospective afin d’anticiper les évolutions institutionnelles, juridiques et organisationnelles impactant l’établissement. Qualifications - Cadre territorial expérimenté disposant d’une solide expertise en management public et en pilotage de politiques publiques. - Bonne connaissance du fonctionnement des collectivités territoriales et de leur environnement institutionnel, juridique et financier. - Doté(e) d’une vision stratégique, sait accompagner les élus dans la mise en œuvre des orientations politiques et conduire les transformations organisationnelles. - Manager confirmé(e), fédère les équipes, développe le travail transversal et assure une gestion efficiente et sécurisée des ressources. - Reconnu(e) pour ses qualités relationnelles, son sens de l’intérêt général, sa capacité d’analyse et son aptitude à l’aide à la décision.

This is a remote position. About the Firm We are representing a well-established wealth management firm that has built a comprehensive service platform designed specifically for RIAs and their clients. The platform gives each client a centralized hub where they can access their entire advisory team — their financial planner, trustee, attorney, and other personal parties — all in one place. The firm is now adding a Managing Director as a core component of that platform. When an RIA engages the platform, they gain direct access to dedicated CPA expertise as part of the offering—meaning their clients receive fully integrated tax preparation, planning, and advisory services alongside their broader wealth strategy, all under one roof. It is a turnkey solution that meaningfully expands what they can offer, and demand from prospective RIA partners is substantial. About the Role We are seeking a highly experienced, entrepreneurial Managing Director to serve as the founding tax hire of this platform. This is a ground-floor opportunity to build the tax function from scratch—shaping workflows, defining pricing and service models, and establishing the foundation for a growing team of tax professionals. The ideal candidate is a trusted advisor who will work dynamically alongside RIA teams, integrate deeply with each firm's client service model, and bring genuine authority to tax strategy discussions—including the ability to challenge recommendations where tax implications warrant it. Clients of the platform's RIA partners will experience this person as a seamless, in-house extension of their advisory team. As the platform scales and client volume grows, there is a clear path to hiring preparers, reviewers, and additional CPAs—with this person leading that team and sharing in the firm's growth. Key Responsibilities - Build and lead the tax division from the ground up—establishing processes, workflows, and a scalable technology stack in collaboration with firm leadership and an experienced consulting partner who will support the build-out phase. - Oversee preparation and review of complex individual (1040), trust (1041), corporate (1120/1120-S), and partnership (1065) returns, ensuring accuracy, compliance, and timeliness across a multi-RIA client base. - Deliver proactive, year-round tax advisory for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate and gift tax planning, equity compensation, liquidity events, and forward-looking projections. - Collaborate closely with RIA advisors to align tax strategies with clients' investment, retirement, and estate plans—participating in client meetings and prospect discussions as a valued member of the advisory team. - Help define the service and pricing model for the tax offering, which will directly inform the platform's go-to-market strategy and the candidate's own profit sharing upside. - Communicate clearly and accessibly with clients and advisors on complex tax topics, building trust across diverse relationships. Requirements - CPA license required. - 7–10+ years of progressive tax experience, with strong preference for background in wealth management, family offices, or serving high-net-worth clients. - Deep hands-on experience preparing and reviewing 1040, 1041, 1120, 1120-S, and 1065 returns, with strong command of federal, state, and local tax law. - Demonstrated ability to deliver high-value tax consulting and advisory to HNW individuals, families, and multigenerational wealth structures—including estate, gift, and trust matters. - Entrepreneurial mindset: comfortable operating with autonomy, building structure where none exists, and making decisions that will have long-term impact. - Tech-savvy and process-oriented, with interest in leveraging modern tools (including AI-assisted workflows) to scale quality service delivery. - Strong interpersonal and communication skills—able to build trust with both advisors and end clients, and to bring genuine authority to advisory conversations. Benefits - Competitive base salary with variable compensation - Profit sharing opportunities - Comprehensive benefits package and PTO. - A collaborative, growth-oriented environment that values autonomy, precision, and entrepreneurial thinking.