Focus Financial Partners · 5 months ago
Tax Staff Accountant
White Plains, NY
Full-time
Onsite
Entry Level
$68K/yr - $80K/yr
1+ years expFocus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. They are seeking a Staff Tax Accountant to join their team, responsible for preparing various tax returns and reports, conducting tax research, and assisting with financial reporting for clients in the entertainment business management sector.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Prepare individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary, and exempt organization tax returns
Review General Ledger and reports to assist in preparation of tax projections
Perform tax research and planning, as needed, to solve client’s tax issues
Correspondence regarding tax notices, jurisdictional issues, and/or tax audits
Prepare closeouts for loan-out corporations and analyzing payroll withholding requirements for federal and state
Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc
Assist with state, local, and international tax clearances for touring artists
Assist client service team with other projects, as necessary
Qualification
Required
1+ years (Staff) or 4+ years (Senior Staff) in preparation and/or review of individual, corporate, partnership, and trust tax returns
Bachelor's degree is required
Proficiency at Microsoft Office, especially Excel and Word
Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
Capability to learn new systems and process information quickly
Organization skills with attention to detail
Preferred
CPA or CPA eligibility is highly preferred
Familiarity with AgilLink is a plus
Familiarity with Go Systems or comparable tax software is a plus
Benefits
Annual bonus
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
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