Job Details

The individual selected for this opportunity will assist the firm's Tax Manager in providing a broad range of tax planning and compliance support to Focus Partners Wealth's clients and to the business management division of the company.

Primary Responsibilities:

• 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 to business management teams for tax planning, tax research, and ongoing education of tax-related developments.
• Assisting Tax Managers with regularly educating permanent and seasonal tax preparation staff.
• Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.

Qualifications:

• A Bachelor's degree in Finance or Accounting with 3+ years' relevant experience.
• A demonstrated focus on preparing individual, fiduciary, partnership and S-corp tax returns with a primary focus on high-net-worth individuals and families.
• Superb written and verbal communication skills; strong problem solving, technology, communication and organizational 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.
• Ability to work individually and in a team atmosphere.
• The willingness and ability to work additional hours, as needed, during busy season.

Preferred Qualifications:

• CPA, CPA candidate or EA granting the ability to represent clients before the IRS.
• Experience preparing multi-state returns.
• Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™ Planner.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future - whether that's planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients' values, goals, motivations, and priorities at the heart of everything we do.
Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

This position is a Exempt role. The annualized base pay range for this role is expected to be between $90,000-$105,000/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.

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