Jobs at HUB International

Process and distribute advisory fee invoices, calculate fees using AUM and contracts, reconcile custodian feeds with Orion, manage billing exceptions, support month-end revenue activities, and assist with centralization and billing platform projects.

Manage tax services for high-net-worth individuals and related entities: oversee preparation and review of complex returns, provide proactive tax planning and client advisory, supervise and coach associates, coordinate with wealth advisors, manage deadlines and workflow, ensure quality control, and support business development and process improvements.

Lead onboarding for new retirement plans, coordinate conversions with advisors, sponsors and recordkeepers, ensure compliance with ERISA/IRS/DOL rules, meet SLAs, mentor junior staff, manage caseloads, and handle client communications and plan document preparation/amendments.

Manage client relationships for HUB's FinPath program, lead onboarding and renewals, drive employee engagement through events and campaigns, coordinate cross-functional delivery, track metrics and resolve escalations to ensure client satisfaction and retention.

Manage a portfolio of high-net-worth clients and related entities; oversee preparation and review of complex individual, business, trust, and estate tax returns; coach and review Tax Associates; provide proactive tax planning integrated with wealth management; manage deadlines, workflow, and quality control; communicate tax law changes; support business development and technology/process improvements.

The Plan Document Specialist prepares, reviews, and maintains retirement plan documents, ensuring compliance with IRS, DOL, and ERISA regulations, while supporting the compliance team during testing and filing seasons.

Own and prioritize the FinPath digital product roadmap, define requirements and user stories, manage third-party vendor relationships and integrations, lead UAT and analytics-driven improvements, and coordinate cross-functional teams to deliver a secure, high-quality member experience.