Tax Administrative Associate
Focus Partners Wealth
About this role
Gelfand, Rennert & Feldman seeks a detail-oriented Tax Administrative Associate to support tax filing processes and record management. The role involves assisting with various tax-related tasks and coordinating with team members to ensure timely and accurate filings. The position offers a hybrid work arrangement and requires working during peak seasonal periods, including weekends.
Skills
About Focus Partners Wealth
focuspartners.comFocus 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.
Recent company news
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About Focus Partners Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Focus Partners Wealth.
Salary
$48k – $57k
per year