Focus Partners Wealth
1001 - 5000 employees
💸 Finance
👥 B2C
Finance • Wealth Management • B2C
Focus Partners Wealth is a financial services company that specializes in wealth planning and wealth management. They offer personalized financial advice and a comprehensive planning process tailored to each client’s unique goals and values. Their services include investment management, tax services, family office support, and specialized planning for business owners and institutions. Focus Partners Wealth is dedicated to helping clients manage their finances and prepare for life's significant events while fostering a collaborative approach to wealth management.
Senior Tax Associate
🔥 17 hours ago
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Focus Partners Wealth
1001 - 5000 employees
💸 Finance
👥 B2C
Finance • Wealth Management • B2C
Focus Partners Wealth is a financial services company that specializes in wealth planning and wealth management. They offer personalized financial advice and a comprehensive planning process tailored to each client’s unique goals and values. Their services include investment management, tax services, family office support, and specialized planning for business owners and institutions. Focus Partners Wealth is dedicated to helping clients manage their finances and prepare for life's significant events while fostering a collaborative approach to wealth management.
📋 Description
• Tax planning and preparation for high-net-worth individuals and their related entities • Performing first reviews on certain individual and fiduciary returns • Ensuring compliance with all federal and state filing requirements on behalf of clients • Acting as a resource for business management teams for tax planning and research • Assisting Tax Managers with educating tax preparation staff • Communicating relevant tax developments to clients
🎯 Requirements
• A Bachelor’s degree in Finance or Accounting • 3+ years’ relevant experience • Focus on preparing individual, fiduciary, partnership, and S-corp tax returns • Superb written and verbal communication skills • Strong problem solving, technology, and organizational skills • Proficiency in Microsoft Office applications, including Excel • Ability to work individually and in a team atmosphere
🏖️ Benefits
• Annual cash bonus • Comprehensive benefits package including medical, dental, vision, and life insurance • 401(k) plan
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