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Focus Partners Wealth

61 Focus Partners Wealth Jobs Hiring Near You

Focus Partners Wealth

Tax Associate

Columbus, OH

$56K - $75K/yr

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 ...

Focus Partners Wealth

Associate Wealth Advisor

Hingham, MA · On-site

$70K - $80K/yr

Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ...

Focus Partners Wealth

Associate Wealth Advisor

Boston, MA · On-site

$60K - $125K/yr

Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ...

Focus Partners Wealth

Associate Wealth Advisor

Needham, MA · On-site

$60K - $125K/yr

Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ...

Focus Partners Wealth

Associate Wealth Advisor

Boston, MA · On-site

$60K - $125K/yr

Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ...

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    Tax Associate

    Focus Partners Wealth

    Columbus, OH

    $56K - $75K/yr

    Full-time

    Posted 15 hours ago

    Job description

    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:

    • Analyze, review and compile tax return data.

    • 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 Bachelor’s degree in Finance or Accounting with a minimum of 1 + years’ relevant experience.

    • 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 Taxâ„¢ Planner.

    Apply