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Key Responsibilities:
- Manage tax compliance and planning for high-net-worth individuals, trusts, and closely held businesses.
- Identify tax-saving opportunities and coordinate with wealth advisors to support client objectives.
- Prepare and review federal, state, and local tax returns while mentoring staff.
Qualifications:
- CPA, EA, or JD with 5+ years of tax experience in public accounting or wealth management.
- Strong knowledge of federal and state income, gift, and estate tax concepts.
- Proficiency in Microsoft Office and tax software such as ProSystem fx and CCH Axcess.
Compensation & Benefits:
- Competitive base salary range of $110,000-$130,000 per year.
- Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k).
- Annual bonus potential and opportunities for professional growth.
Focus Partners Wealth
Focus Partners Wealth is a wealth management firm providing comprehensive financial planning and investment services. With over $180 billion in assets under management, the firm fosters a collaborative, client-focused culture.