Tax Associate
Lexington, KY · On-site
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
Lexington, KY · On-site
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
Lexington, KY · On-site
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
Covington, KY · On-site
$56K - $75K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
Covington, KY · On-site
$56K - $75K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
Frankfort, KY · On-site
$50K - $67K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
Frankfort, KY · On-site
$50K - $67K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
$56K - $74K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
$56K - $74K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
$50K - $67K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
$50K - $67K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
Louisville, KY · On-site
We provide exceptional patient care and high-quality client service using state-of-the-art ... As a proud United Veterinary Care Partner hospital , we celebrate the unique culture of each ...
Louisville, KY · On-site
We provide exceptional patient care and high-quality client service using state-of-the-art ... As a proud United Veterinary Care Partner hospital , we celebrate the unique culture of each ...
We provide exceptional patient care and high-quality client service using state-of-the-art ... As a proud United Veterinary Care Partner hospital , we celebrate the unique culture of each ...
We provide exceptional patient care and high-quality client service using state-of-the-art ... As a proud United Veterinary Care Partner hospital , we celebrate the unique culture of each ...
We provide exceptional patient care and high-quality client service using state-of-the-art ... As a proud United Veterinary Care Partner hospital , we celebrate the unique culture of each ...
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We provide exceptional patient care and high-quality client service using state-of-the-art ... As a proud United Veterinary Care Partner hospital , we celebrate the unique culture of each ...
Louisville, KY · On-site
We provide exceptional patient care and high-quality client service using state-of-the-art ... As a proud United Veterinary Care Partner hospital , we celebrate the unique culture of each ...
Louisville, KY · On-site
We provide exceptional patient care and high-quality client service using state-of-the-art ... As a proud United Veterinary Care Partner hospital , we celebrate the unique culture of each ...
Louisville, KY · On-site
We provide exceptional patient care and high-quality client service using state-of-the-art ... As a proud United Veterinary Care Partner hospital , we celebrate the unique culture of each ...
Louisville, KY · On-site
We provide exceptional patient care and high-quality client service using state-of-the-art ... As a proud United Veterinary Care Partner hospital , we celebrate the unique culture of each ...
Louisville, KY · On-site
$56K - $74K/yr
... Associate. In this role, you will assist in engaging, maintaining, and improving client ... Client-centric mindset * Identify with Cerity Partners Mission and demonstrate our Core Values
Louisville, KY · On-site
$56K - $74K/yr
... Associate. In this role, you will assist in engaging, maintaining, and improving client ... Client-centric mindset * Identify with Cerity Partners Mission and demonstrate our Core Values
Elizabethtown, KY · On-site
$53K - $71K/yr
... Associate. In this role, you will assist in engaging, maintaining, and improving client ... Client-centric mindset * Identify with Cerity Partners Mission and demonstrate our Core Values
Elizabethtown, KY · On-site
$53K - $71K/yr
... Associate. In this role, you will assist in engaging, maintaining, and improving client ... Client-centric mindset * Identify with Cerity Partners Mission and demonstrate our Core Values
Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in ... Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product ...
Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in ... Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product ...
Florence, KY · On-site
... to strengthen the doctor-client bond. * Mentor and collaborate with veterinary technicians ... Partner with hospital leadership to review performance, improve processes, and grow the practice as ...
Florence, KY · On-site
... to strengthen the doctor-client bond. * Mentor and collaborate with veterinary technicians ... Partner with hospital leadership to review performance, improve processes, and grow the practice as ...
Louisville, KY · On-site
... to strengthen the doctor-client bond. * Mentor and collaborate with veterinary technicians ... Partner with hospital leadership to review performance, improve processes, and grow the practice as ...
Louisville, KY · On-site
... to strengthen the doctor-client bond. * Mentor and collaborate with veterinary technicians ... Partner with hospital leadership to review performance, improve processes, and grow the practice as ...
Louisville, KY · On-site
... to strengthen the doctor-client bond. * Mentor and collaborate with veterinary technicians ... Partner with hospital leadership to review performance, improve processes, and grow the practice as ...
Louisville, KY · On-site
... to strengthen the doctor-client bond. * Mentor and collaborate with veterinary technicians ... Partner with hospital leadership to review performance, improve processes, and grow the practice as ...
... to strengthen the doctor-client bond. * Mentor and collaborate with veterinary technicians ... Partner with hospital leadership to review performance, improve processes, and grow the practice as ...
... to strengthen the doctor-client bond. * Mentor and collaborate with veterinary technicians ... Partner with hospital leadership to review performance, improve processes, and grow the practice as ...
Louisville, KY · On-site
... to strengthen the doctor-client bond. * Mentor and collaborate with veterinary technicians ... Partner with hospital leadership to review performance, improve processes, and grow the practice as ...
Louisville, KY · On-site
... to strengthen the doctor-client bond. * Mentor and collaborate with veterinary technicians ... Partner with hospital leadership to review performance, improve processes, and grow the practice as ...
Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in ... Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product ...
Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in ... Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product ...
Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in ... Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product ...
Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in ... Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product ...
| Aspect | Associate Client Partner | Account Manager |
|---|---|---|
| Required Credentials | Bachelor's degree, experience in client management, industry-specific knowledge | Bachelor's degree, customer service or sales experience |
| Work Environment | Collaborates with sales, marketing, and client teams; strategic focus | Manages client accounts, handles day-to-day client interactions |
| Employer & Industry Usage | Used in consulting, technology, and professional services firms | Common across various industries including tech, finance, and retail |
| Search & Comparison Intent | Understanding strategic client roles, career progression | Managing client relationships, sales growth |
The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.

$57K - $76K/yr
Full-time
Posted 3 days ago
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.
Primary responsibilities:
Prepare federal, state and local income tax returns for individuals and businesses.
Prepare extensions and assist with tax notices as needed.
Prepare quarterly tax estimates and assist with tax projections.
Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.
Gain technical knowledge by researching and learning tax laws as required.
Analyze client information and offer recommendations for reducing client tax liabilities.
Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.
Operate in a fully compliant manner to protect clients’ and the firm’s information.
Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.
Qualifications:
A demonstrated focus on preparing individual, S-corporation and partnership tax returns.
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.
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 tax returns.
Experience with ProSystem fx® Tax, CCH Axcess and BNA Income Tax™ Planner.