Focus Financial Partners

• Tax planning and preparation for high-net-worth individuals and their related entities; including extensions.
• Ensuring compliance with all federal and state filing requirements on behalf of clients.
• Performing technical research to address complex tax issues with the support of a team.
• Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities.
• Ensuring top quality client service in collaboration with the wealth management offering.
• Communicating effectively with advisors and their clients in a timely and professional manner.
• Effectively solving problems and resolving issues for clients and their advisors.
• Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments.
• Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff.
• Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.

Tax Manager

General Counsel

• Draft, review and negotiate a broad range of technology and data-driven commercial agreements, including software, AI-enabled tools, consulting, IT, professional services, non-disclosure agreements and other standard commercial contracts.
• Collaborate closely with internal stakeholders and cross-functional teams to ensure contractual terms align with organizational objectives and applicable legal and regulatory requirements.
• Contribute to the development, refinement, and maintenance of contract templates, clause libraries, negotiation playbooks, and internal guidance to promote efficiency, consistency, and scalability in contracting and procurement practices.
• Stay informed on evolving laws, regulations and industry standards impacting commercial contracting, procurement, data privacy and technology transactions, including emerging trends related to AI and technology contracting.

Assistant Vice President, Senior Associate Counsel – Procurement

• Tax planning and preparation for high-net-worth individuals and their related entities.
• Performing first reviews on certain individual and fiduciary returns.
• Ensuring compliance with all federal and state filing requirements on behalf of clients.
• Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments.
• Assisting Tax Managers with regularly educating permanent and seasonal tax preparation staff.
• Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.

Tax Manager

Assistant Vice President, Senior Associate Counsel – Procurement

Senior Tax Associate