Job Description
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.
About Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.