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Recently posted jobs
Financial Services
Provide help desk support, manage employee onboarding and offboarding, administer macOS devices and user access through MDM and SSO platforms, troubleshoot hardware, software, network, and meeting-room systems, triage first-line EDR alerts, support compliance evidence collection, and maintain IT documentation.
Financial Services
Guide clients through pre-sales solution design, technical demonstrations, onboarding, integrations, testing, launch, and post-launch optimization. Serve as the primary technical advisor for partner implementations, troubleshoot data flows and configurations, create technical documentation, and collaborate with Product and Engineering to influence roadmap priorities. The role requires strong REST API, webhook, JSON, SQL, data integration, communication, and consultative problem-solving skills.
Financial Services
Lead full-cycle projects impacting millions and collaborate with product and UX teams to define requirements and execute development plans.
Financial Services
Support senior CSMs to manage strategic wealth management and enterprise clients: attend client meetings, handle day-to-day requests, coordinate cross-functional initiatives, identify expansion opportunities, and progressively assume ownership of accounts.
Financial Services
Provide first-line tax support to US taxpayers: respond to inbound inquiries, prioritize escalations, liaise with partners, monitor tax workflows, and collaborate with tax, product, and engineering teams to resolve issues and improve the customer tax experience.
Financial Services
The Tax Analyst will support tax product accuracy, expand e-file capabilities, and ensure compliance with tax regulations through data analysis.
