Focus Financial Partners

• Develop and cultivate relationships with RIAs, family offices, CIOs, and sophisticated wealth management firms. • Generate new business opportunities through proactive outbound prospecting and networking. • Build and manage a healthy pipeline of prospective advisor relationships. • Convert opportunities into long-term client partnerships and ETF allocations. • Expand the firm's presence within the evidence-based investing community. • Educate advisors on ETF implementation, portfolio construction, tax-efficient investing, and long-term investment strategies. • Serve as a trusted resource for advisors evaluating investment implementation decisions. • Differentiate the firm's investment philosophy through thoughtful, consultative conversations. • Build credibility and long-term relationships based on trust and expertise. • Partner with leadership to refine business development strategy and market positioning. • Contribute to marketing initiatives, advisor education, and thought leadership content. • Represent the firm at conferences, industry events, and advisor meetings. • Provide market feedback to help shape future product positioning and growth initiatives.

Role Description Focus Partners Wealth is seeking a Senior Tax Associate to join our team! The Tax Senior Associate is responsible for preparing and reviewing tax returns, supporting tax planning initiatives, and ensuring compliance for high-net-worth individuals, families, and related entities. This role partners with internal teams on tax research and planning, assists in staff development, and helps communicate tax updates to clients. The ideal candidate has experience with individual and entity tax returns, strong attention to detail, and a commitment to delivering exceptional client service. - 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. Qualifications - A Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience; - A demonstrated focus on preparing individual, fiduciary, partnership and S-corp tax returns with a primary focus on high-net-worth individuals and families; - Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills; - Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology; - Notable attention to detail, self-initiated follow-through, and outstanding time management; - Ability to work individually and in a team atmosphere; - The willingness and ability to work additional hours, as needed, during busy season. Requirements - CPA, CPA candidate or EA granting the ability to represent clients before the IRS; - Experience preparing multi-state returns; - Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™ Planner. Benefits - The annualized base pay range for this role is expected to be between $80,000 - $100,000 per year base salary compensation range; - Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set; - The base pay is just one component of the total compensation package; - Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

• Lead tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, private foundations, closely held businesses, and related entities • Review complex federal, state, and local tax returns • Serve as a tax resource to wealth advisors by identifying tax planning opportunities • Research and analyze complex tax issues, prepare clear recommendations • Manage client engagements from planning through delivery • Build and maintain trusted client relationships • Collaborate with wealth management teams • Supervise, mentor, train, and review the work of tax professionals • Monitor relevant tax law developments

Title: Senior Tax Staff Accountant Location: White Plains, NY Job Description: Position Summary Gelfand, Rennert & Feldman is seeking a Senior Staff Tax Accountant, ideally entertainment business management experience, to join our team of dedicated professionals. The Senior Staff Accountant is responsible for the preparation and review of various reports in support of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections and tax research. This role operates on a hybrid schedule out of our White Plains, NY office. Primary Responsibilities - Prepare and review 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 - 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 tour preparation and planning, including budgets and state, local and international tax clearances, and reductions for touring artists - Assist with various business management tasks (such as purchase and sale of real estate, royalty allocations, prepping RMD schedules, international employment documents, etc.) - Informal supervision and training of Staff Accountant(s) - Other projects and duties as assigned Qualifications - 4+ years of experience with preparation and/or review of individual, corporate, partnership, and trust tax returns - Bachelor's degree is required - Master's degree, with 4+ years in a similar role is highly preferred - Experience working with entertainment and HNW individuals is highly preferred - Familiarity with CCH Axcess or Engagement is preferred - CPA or CPA eligibility is a plus - Organization skills with a high attention to detail is necessary - Capability to learn new systems and process information quickly - Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) - Thorough understanding of the bookkeeping process from start to finish The annualized base pay range for this role is expected to be between $90,000 - $125,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Gelfand, Rennert & Feldman is an Equal Opportunity Employer.

Title: Business Analyst - Service & Operations Location: Needham, MA Job Description: Position Summary As a member of the Service & Operations (S&O) department, the Business Analyst partners with S&O leadership to transform operational priorities and data into actionable insights, scalable solutions, and executive decision support. Serving as an extension of the leadership team, this role leverages data, analytics, AI-enabled tools, and business analysis to improve operational performance, inform strategic decisions, and support the evolution of the Service & Operations operating model. The Business Analyst acts as a strategic business partner, translating initiatives into actionable analysis, business requirements, practical solutions, and executive communications. This role is for a highly organized, analytical, detail-oriented, and exceptional communicator who can drive change through data-driven insights and process improvements. Key Responsibilities Analysis & Reporting - Analyze large operational datasets to identify trends, inefficiencies, capacity constraints, and opportunities to improve capacity planning, workflows, and processes. - Create and maintain key metrics, and KPI tracking capabilities through dashboards. Identify key data points to measure, source data from multiple enterprise systems, and present meaningful insights that support leadership decision-making. - Develop and operationalize analytical tools, workflow enhancements, automation opportunities, and AI-enabled solutions that improve operational efficiency, scalability, and decision-making. - Partner with Technology, Data, and business leaders to define reporting requirements and develop dashboards, analytics, and reporting capabilities that support Service & Operations priorities, using enterprise data platforms, including Snowflake and other analytics tools. - Support operational modeling, segmentation analysis, workforce planning, and gearing ratio development to inform Service & Operations strategy. Executive Support & Communications - Partner with S&O leadership to prepare executive presentations, communications, business cases, recommendations, and operational documentation. - Organize and synthesize information from multiple sources into clear summaries, recommendations, and executive-ready materials that support leadership decision-making. - Prepare materials and summaries for leadership or business partner meetings, operating reviews, strategic discussions, and departmental status updates. Business Process & Requirements - Document and maintain business processes, workflows, SOPs, business requirements, and other operational documentation that support consistent execution across Service & Operations. - Translate analytical findings into business recommendations and business needs into clear requirements for Technology and enterprise partners. - Maintain appropriate documentation, data governance, and process controls consistent with organizational and regulatory standards. Business Operations Support - Support S&O strategic initiatives through research, data analysis, business case development, implementation planning, and executive follow-up. - Track action items, decisions, and deliverables for leadership priorities. - Partner across functional teams to support implementation of S&O initiatives and special projects. Required Qualifications - 5+ years of experience in business analysis work involving large, complex projects and building/fostering relationships with cross-functional teams and leaders. Experience in financial services preferred. - Experience analyzing large datasets using enterprise reporting or cloud data platforms (Snowflake preferred). - Fluent in multiple technology systems with ability to quickly learn new ones. - Experience with Snowflake, PowerBI, Salesforce, Orion, Addepar preferred. - Strong analytical and problem-solving skills with the ability to interpret operational data, synthesize information from multiple sources, and translate findings into clear business recommendations, reporting, documentation, and executive presentations. - Excellent written communication and technical writing skills, including experience preparing executive-level PowerPoint presentations and clearly communicating complex analyses and recommendations to multiple stakeholders. - Advanced Excel skills including Power Query, PivotTables, data modeling, or similar analytical techniques. - Experience documenting business processes, requirements, procedures, or workflows. - Experience leveraging AI and productivity tools to improve the quality, speed, and consistency of analysis, communications, documentation, and deliverables. - Experience building and maintaining executive dashboards, KPI reporting, and performance metrics. - Intellectual curiosity with the ability to quickly learn new business processes and systems, ask thoughtful questions, manage competing priorities, and operate independently in a dynamic environment. - Experience supporting operational, process improvement, or technology-related initiatives in wealth management preferred. Work Environment - This role will be based in a hybrid setting with 3 days/week onsite in Needham, MA. Occasional travel may be required for stakeholder meetings and project delivery. This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000–$120,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. #LI-KJ2 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Title: Senior Tax Staff Accountant Location: Encino, CA Job Description: Position Summary Gelfand, Rennert & Feldman is seeking a Senior Staff Tax Accountant with ideally entertainment business management experience to join our team of dedicated professionals. The Senior Staff Accountant is responsible for the preparation and review of various reports in support of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections and tax research. Gelfand, Rennert & Feldman provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. This role is hybrid out of our Encino, CA office. Primary Responsibilities - Prepare and review 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 - 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 tour preparation and planning, including budgets and state, local and international tax clearances, and reductions for touring artists - Assist with various business management tasks (such as purchase and sale of real estate, royalty allocations, prepping RMD schedules, international employment documents, etc.) - Informal supervision and training of Staff Accountant(s) - Other projects and duties as assigned Qualifications - 4+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals - Bachelor's degree is required - Master's degree, with 4+ years in a similar role is highly preferred - Familiarity with CCH Axcess or Engagement is preferred - CPA or CPA eligibility is a plus - Organization skills with a high attention to detail is necessary - Capability to learn new systems and process information quickly - Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) - Thorough understanding of the bookkeeping process from start to finish The annualized base pay range for this role is expected to be between $82,000 - $125,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Gelfand, Rennert & Feldman is an Equal Opportunity Employer. For information on our Job Applicant Privacy Notice, please click here. #LI-TN1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

• Develop, revise, and present financial plans through planning software • Knowledge of tax, estate, and insurance planning • Creates holistic investment strategy for each client • Develop an understanding of the fundamentals of trading • Partner with the Portfolio Management team • Ability to independently lead client communications and interactions • Complete client billing reviews

• Manage and mentor a team of infrastructure security professionals. • Oversee the end-to-end vulnerability management program. • Ensure robust endpoint security by overseeing the team’s management of antivirus/EDR solutions. • Direct the operational management of network and application security controls. • Ensure that infrastructure operations consistently comply with enterprise security policies, baselines, and regulatory requirements. • Collaborate with Cloud, Systems, Network, and Identity & Access Management (IAM) teams to integrate security requirements into infrastructure builds and changes. • Provide oversight for the enterprise’s privileged access management (PAM) operations and tooling. • Ensure effective operation of key infrastructure security tools and monitoring processes. • Represent the IPO team in governance processes and Architecture Review Board (ARB) discussions. • Maintain disaster recovery (DR) readiness for IPO-managed security tools and processes. • Drive alignment between Security Engineering priorities and Infrastructure Operations and Architecture outcomes.

Title: Associate Wealth Advisor Location: Chicago, IL Job Description: Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities - Develop, revise, and present financial plans through planning software - Knowledge of tax, estate, and insurance planning - Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy - Create holistic investment strategy for each client, monitor risk tolerance over time as needed - Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. - Mastery of technology stack offered, including CRM system and custodian websites - Resource and collaboration with other Associate Wealth Advisors (AWAs) - Ability to independently lead client communications and interactions - Diligent recording of client communication and information within client relationship management platform - Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service - Complete client billing reviews and ensure compliance for the advisory team - Engage in advisory team business planning efforts and actively support the firm’s strategic priorities - The ability to meet with clients in person. Some travel may be required Qualifications - Bachelor’s Degree - Series 65 or equivalent within 120 days of employment - 2+ years of financial service experience - Strong interpersonal skills; team-orientated approach - Knowledge of financial industry, financial products, and financial planning concepts - Excellent analytical skills and attention to detail - Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1

• Develop, revise, and present financial plans through planning software • Ability to create and deliver tax, estate, and insurance planning • Identify advanced planning opportunities and develop internal best practices • Develops a mastery of Focus Partners Wealth’s investment philosophy • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed • Develop an understanding of the fundamentals of trading • Partner with the Portfolio Management team to approve and execute portfolios • Resource and collaboration with other Associate Wealth Advisors (AWAs) • Ability to independently lead client communications and interactions • Diligent recording of client communication and information within client relationship management platform • Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service • Complete client billing reviews and ensure compliance for the advisory team • Engage in advisory team business planning efforts and actively support the firm’s strategic priorities • Ability to business develop in a team environment. • Lead a select number of client relationships • Lead the development of financial planning recommendations to clients