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Relationship Management Intern

Harness Wealth
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Harness:

Harness Wealth’s mission is to provide the next generation of builders with confidence in the path to their best financial future.

Employees, founders, and investors at major tech companies of every size use our equity-focused personal finance tools and our marketplace to receive financial, tax, and trust & estate advice. We are different than other public accounting firms seeking to make bespoke financial strategies accessible, intuitive, and valuable through online tools, education, and expert human advice from top-tier advisory firms.

Harness Tax is the tax division within Harness Wealth, providing direct operational and strategic support to tax firms to help build a holistic, modern tax offering.

 

Location: Our office is located in New York City at: 32 Avenue of the Americas, Floor 13, Suite A, New York, NY 10013 in Tribeca

 

Internal Team:

  • Manager: Tariq Soliman
  • Team Director: David O’Connell

Dates

  • Starting 1/29, ending 4/19

Pay

  • Hourly ($25)

Perks

  • Access to a network of experienced tax professionals to support your learning and development in the field
  • Ability to work both remotely and/or in Harness’ headquarters
  • Multiple networking events with other staff members from Product, Operations, Client Relations, and Design
  • Mentor opportunities with tax and technology professionals
  • Direct management experience alongside key stakeholders

Qualifications

  • You are a Junior or Senior studying Accounting, Finance, or Management (or 1st or 2nd year Master's student)
  • Excellent verbal and written communication skills, and strong work ethic
  • Strong interpersonal skills, leadership abilities, and proactive communication
  • Ability to work independently, but also work well with others

The opportunity

As a Relationship Management Intern, you will assume a crucial position at the intersection of technology and tax services, contributing significantly to client satisfaction. You are a proven self-starter, hungry to learn about how technology can improve the tax return process. Collaborating within a cross-functional team of tax professionals, you will actively support tax firms and solo practitioners. Your role will involve direct collaboration with the Advisor Relations Lead, overseeing and executing the outsourced tax return process. This internship offers a unique opportunity to engage with cutting-edge technology while making impactful contributions to the efficiency and effectiveness of tax operations.

What you'll be doing

  • Work directly with the Advisor Relations Lead to run the outsourced filing process with our CCH Xpitax team in India 
  • Update CCH Axcess Tax configurations to send returns for outsourcing by directly coordinating with the Product Operations Manager and Advisor Relations Lead
  • Communicate directly with partners of the tax firms on our platform to:
    • Collect return instruction notes, past year work papers, and 2023 tax year client documents for each tax return being sent for outsourcing
    • Monitor the status of returns in CCH Workflow/Xpitax and send them for outsourcing when requested 
    • Coordinate with partners on open items, submitting review notes, and additional documents to send tax returns back to the team in India for further preparation if the partners indicate the filing is not completed
    • Download the work papers and preparer notes from Xpitax after returns are completed by the team in India to circulate with the partners on our platform

Responsibilities:

  • Collaboration with Advisor Relations Lead:
    • Work directly with the Advisor Relations Lead to oversee the outsourced filing process, managing interactions with the CCH Xpitax team in India.
  • System Configuration and Coordination:
    • Update CCH Axcess Tax configurations to facilitate the seamless outsourcing of tax returns, coordinating directly with the Product Operations Manager and Advisor Relations Lead for efficient execution.
  • Partner Communication and Documentation:
    • Engage in direct communication with partners from the tax firms on the platform, collecting essential information such as return instruction notes, past year work papers, and 2023 tax year client documents for each tax return designated for outsourcing.
  • Monitoring and Workflow Management:
    • Regularly monitor the status of tax returns within CCH Workflow/Xpitax, promptly sending them for outsourcing upon partner request. Coordinate with partners on open items, submit review notes, and ensure the inclusion of additional documents necessary for further preparation by the team in India.
  • Post-Processing and Quality Assurance:
    • Download work papers and preparer notes from Xpitax after the completion of tax returns by the CCH team in India. Circulate these documents to partners on the platform, ensuring transparency and facilitating any necessary additional steps to meet quality and filing standards. Work collaboratively with the Advisor Relations Lead to enhance operational efficiency and overall success of the outsourced filing process.
  • Success Planning:
    • Collecting and organizing historical data to inform business growth strategies and support client retention, including key performance indicators like client introductions, conversion rates, and time savings.
    • Synthesizing meeting notes into actionable items to ensure all details are captured and aligned with business objectives.
  • Weekly and Monthly Review Data Collection for Process Automation:
    • Synthesizing data from CRM and meeting notes into a standardized format for automation purposes.
    • Assisting with data inputs for regular scorecards reviews presented to leadership team, including revenue, fees, and annual recurring revenue, to track advisor performance and ARR for our SaaS clients

Our Products

  • Harness Marketplace
    Clients complete a profile based on their personal financial information, goals, and milestones. Based on this information, our algorithm recommends a set of financial, tax and/or trust & estate services and firms that are best suited for them. Each firm on the marketplace is personally screened and interviewed by Harness Wealth.
  • Harness Tools
    Clients manage their personal finances and strategically plan ahead for milestones using our tools. We provide users a balance sheet to monitor full net worth, including employee equity, crypto assets, and real estate, as well as tax planning tools to help navigate decisions around liquidity events.
  • Harness Tax
    Tax firms on our platform offer flexible tax planning services that are tailored to our clients, such as planning for equity liquidity events, managing crypto assets, moving between different countries or states, and evaluating equity compensation packages.

Our Values

  • Lead by making others better.
  • Care enough to have honest interactions.
  • Value diversity in our team and partners to reflect the diverse future of wealth.
  • Build trust at every client interaction.
  • Provide clarity over simplicity, given that wealth is not simple.
  • Empower people to make and be accountable for decisions.
  • Fail fast, reflect, and evolve. Constantly.
  • Take ownership. No job is too small or outside our job description.

We value people with a diversity of experiences. Harness Wealth is proud to be an equal opportunity workplace and does not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please read more about our commitment to diversity and inclusion on our website.