Focus financial partners
Others
Overview
Our Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families and multi-generational wealth planning.
About Focus financial partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.
Requirements & Eligibility
- Bachelor's of Accounting is required
- 8+ years’ of relevant work and industry experience within High Net Worth/Family Office taxation
- Prior experience managing engagements and clients
- Ability to work independently, but also work well with others
- CPA / EA License a must
Key Responsibilities
- Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.
- Identifies tax risk management issues and proposes potential solutions through research and collaboration with the Engagement Partner
- Review tax procedures, engagement workpapers, and financial statements without supervision
- Addresses questions on advanced technical accounting matters from team members and upper-level client management
- Advanced-level tax preparation skills
- Manages multiple assignments inside an engagement
- Communicate with Partner on work status and client issues that arise
- Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues
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