Focus Financial Partners

Senior Tax Associate assisting tax planning and compliance for high-net-worth clients

The Senior Tax Associate will assist the Tax Manager with tax planning and compliance support for clients and the business management division, focusing on high-net-worth individuals and their related entities. Key duties include performing first reviews on certain returns, ensuring federal and state filing compliance, and acting as a resource for tax planning and research.

Focus Partners Wealth is seeking an Advanced Planning Specialist to join our team! The Advanced Planning Specialist plays a key operational role within the Planning Department, working alongside financial planning experts to support internal initiatives and advisor-facing project...

The Associate Wealth Advisor will be responsible for developing and presenting financial plans, creating holistic investment strategies, and partnering with the Portfolio Management team for trade execution and risk monitoring. Key duties also involve serving as the day-to-day contact for client needs, managing client communications, and ensuring compliance through billing reviews.

Assistant VP providing legal counsel on procurement contracts

Director of Client Development leading inside sales for Focus Financial Partners

Focus is seeking an experienced and strategic attorney to join our team as Assistant Vice President, Senior Associate Counsel - Procurement. This pivotal role offers a unique opportunity to support our rapidly growing organization by providing expert legal counsel on a wide range...