Position Summary:
- Assist the firm’s Tax Manager in providing tax planning and compliance support.
- Support FWP's clients and the business management division.
Primary Responsibilities:
- Ensuring compliance with all federal and state filing requirements.
- Assisting Tax Managers with educating tax preparation staff.
- Communicating relevant tax developments to clients through newsletters or social media.
Qualifications:
- A Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience.
- Proven ability to learn other technology.
Focus Partners Wealth
Focus Partners Wealth provides wealth, asset, and business management resources. They bring strength, innovation, and partnership to client relationships with over $180 billion in regulatory assets under management.