Lead tax planning, compliance, and advisory services for high-net-worth individuals, trusts, and closely held businesses. Partner with wealth advisors to develop strategic tax solutions and mentor junior tax professionals.
Focus Partners Wealth
7 Remote Job Openings at Focus Partners Wealth
Manage tax compliance, planning, and advisory services for high-net-worth individuals, trusts, estates, and closely held businesses. Partner with wealth advisors to identify tax-saving opportunities and mentor junior tax staff.
Manage the onboarding and operational integration of new wealth management offices into the firm. Serve as the primary point of contact for integrating teams to ensure seamless transitions, client retention, and alignment with business goals.
The Integration Data Analyst supports the transition of newly onboarded offices by performing data analysis, validation, and reconciliation between legacy systems and core platforms. They coordinate day-to-day integration activities and prepare status reporting for leadership to ensure smooth system conversions.
The Associate Wealth Advisor will develop, revise, and present financial plans while partnering closely with Wealth Advisors to enhance client relationships. Responsibilities also include creating investment strategies, monitoring risk tolerance, and ensuring compliance for the advisory team.
Deliver timely operational support to advisors and clients with a focus on one-contact resolution and ownership of issues. Manage communications between custodians and internal teams while utilizing CRM platforms to track case progress.
The Associate Wealth Advisor partners with Wealth Advisors to create and implement personalized financial plans covering retirement, tax, and estate planning. They serve as the primary day-to-day contact for clients and collaborate with the portfolio management team to execute investment strategies.
