The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals.
Primary Responsibilities
Tax planning and preparation for high-net-worth individuals and their related entities; including extensions.
Ensuring compliance with all federal and state filing requirements on behalf of clients.
Performing technical research to address complex tax issues with the support of a team.
Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities.
Ensuring top quality client service in collaboration with the wealth management offering.
Communicating effectively with advisors and their clients in a timely and professional manner.
Effectively solving problems and resolving issues for clients and their advisors.
Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments.
Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff.
Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.Qualifications
A CPA, EA or JD with a minimum of 5+ years’ relevant experience.
A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families.
Superb written and verbal communication skills.
Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.
Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
Ability to work individually and in a team atmosphere.
The willingness and ability to work additional hours, as needed, during busy season.The position prefers:
Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns.
Experience with ProSystem fx® Tax, CCH Axcess, and BNA Income Tax™ Planner.
Big Four” or large regional accounting firm experience.This position is an Exempt role. The annualized base pay range for this role is expected to be between $110,000-$130,000/yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.