Tax Administrative Associate

Focus Partners Wealth(2 months ago)

HybridFull TimeJunior$48,000 - $57,000Tax

About this role

Gelfand, Rennert & Feldman is hiring a Tax Administrative Associate to support their tax filing processes, providing administrative assistance and ensuring compliance with tax deadlines and documentation requirements. The role offers a hybrid work schedule based in California and involves coordination with tax professionals and handling various tax-related documents.

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Required Skills

Excel
Word
TaxSoftware
Organization
Documentation
Communication
TimeManagement
MultiTasking
RecordKeeping
AttentionToDetail

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

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