Focus Partners Wealth

The Manager of Workplace Services will be responsible for the strategic and day-to-day management of the firm’s facilities, office services, and workplace environment. This role is key in ensuring that our physical space reflects our brand, supports employee productivity, and meets regulatory and safety requirements. The ideal candidate will have strong facilities management expertise, excellent organizational skills, and a proactive approach to problem-solving.

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. Responsibilities include tax planning and preparation for high-net-worth individuals, ensuring compliance, and assisting with client communication.

The Tax Manager 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. This position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals.

The Tax Associate will be part of a dynamic team working with high-net-worth individuals. Primary responsibilities include analyzing tax data, preparing tax returns for individuals and businesses, preparing extensions, and assisting with tax notices. You will also prepare quarterly tax estimates and assist with tax projections, while gaining technical knowledge by researching tax laws and offering recommendations for reducing client tax liabilities.