Careers at TAG
Are you passionate about providing trusted guidance and safeguarding the interests of clients during some of life’s most complex transitions? Do you see yourself flourishing in a collaborative, high-performing environment where excellence, integrity, and client well-being are paramount?
Welcome to TAG! Our reputation for excellence and responsiveness has driven growing demand for our services, and we’re expanding to meet that need.
Welcome to TAG! Our reputation for excellence and responsiveness has driven growing demand for our services, and we’re expanding to meet that need.
Fiduciary Services Department Manager

Job Description Preview
You will oversee a team of Fiduciary Services professionals who serve as trusted stewards for clients, their families, and legal representatives, ensuring client goals are carefully managed and that TAG fulfills its decision-making responsibilities across a range of unique situations.
Your team will help clients navigate estate administration, trust management, guardianships, and serve as agents under powers of attorney. Upholding principles of integrity, accountability, and respect, your department bridges gaps in client support, providing peace of mind and confidence as clients face important decisions and transitions. The role requires sound judgment, discretion, effective communication, and proficiency in complex family and financial dynamics.
Your team will help clients navigate estate administration, trust management, guardianships, and serve as agents under powers of attorney. Upholding principles of integrity, accountability, and respect, your department bridges gaps in client support, providing peace of mind and confidence as clients face important decisions and transitions. The role requires sound judgment, discretion, effective communication, and proficiency in complex family and financial dynamics.
Care Management: Department Manager

Job Description Preview
You will be managing Care Managers, who serve as liaisons among clients, their families, and healthcare providers, focusing on quality of life and continuity of care. They ensure client voices are heard, upholding Autonomy, Empowerment, and Patience by bridging gaps in the client support system and in the “aging network”. The network is full of providers who are understandably moving quickly, but sometimes too quickly to see an individual’s needs.
The Care Manager role requires creative problem-solving, patience, sensitivity to complex family dynamics, and effective communication. Responsibilities include home visits, accompaniment to appointments, medication management, assessments, crisis intervention, assistance with advanced directives, advocacy, and clear communication.
The Care Manager role requires creative problem-solving, patience, sensitivity to complex family dynamics, and effective communication. Responsibilities include home visits, accompaniment to appointments, medication management, assessments, crisis intervention, assistance with advanced directives, advocacy, and clear communication.
Interested in an Open Position?
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