Position Summary
Focus Financial partner firm, Gelfand, Rennert & Feldman, is seeking a Tax Assistant Manager. The Tax Assistant Manager must be an organized, technically capable and client-focused tax professional who is comfortable working across both compliance and advisory matters. They must have strong review skills, sound judgement, and the confidence to support and develop more junior members of the team. This position will be based from our London office on a full-time basis, with potential for hybrid working following a 4-month probation. 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.

Primary Responsibilities

Manage a portfolio of tax clients across personal tax and corporation tax compliance matters.
Review tax returns, computations and supporting work prepared by junior team members to ensure accuracy, quality and timely delivery.
Provide support on tax advisory and planning assignments, including research, analysis and preparation of written reports.
Act as a day-to-day point of contact for clients, building strong relationships and responding to queries in a professional and commercial manner.
Assist with identifying tax planning opportunities and supporting senior team members in delivering advisory solutions.
Support the Tax Director and Tax Manager in workflow management, prioritization of deadlines and allocation of work across the team.
Coach, support and develop junior colleagues through regular review feedback and on-the-job guidance.
Maintain up-to-date knowledge of UK tax legislation and communicate relevant changes to clients and colleagues where appropriate.
Ensure all work is completed in line with internal quality standards, professional requirements and agreed deadlines
Oversee the monitoring of tax compliance deadlines, including self-assessment, corporation tax, CGT, ATED, P11Ds, and Employment Related Securities.
Oversee inhouse tax training for staff across the firm.
Liaise with business management teams, accounts teams and directors.

Qualifications

CTA or AAT qualified, or qualified by relevant experience
At least 5 years’ experience in a tax role with exposure to tax compliance, advisory
and planning work
A collaborative and proactive approach, with a strong commitment to client service
Strong technical knowledge of personal tax and corporation tax
Experience of reviewing work prepared by junior colleagues and providing clear,
constructive feedback
Proven ability to draft clear and accurate tax planning and advisory reports
Excellent verbal and written communication and consultative skills
Comfort communicating across all levels of the organization
Expert knowledge of Microsoft Office (Excel, Word, Outlook)
The ability to manage multiple tasks and priorities efficiently,
Familiarity with CCH and QuickBooks is highly preferred

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.

GRF is an Equal Opportunity Employer.

For information on our Job Applicant Privacy Notice, please click here.

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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 [email protected].

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.

About the company

Focus Financial Partners supports independent registered investment advisers (RIAs) by building a network of partner firms and providing growth and operational support. Its core product is a customizable platform that helps RIAs grow their businesses and streamline operations, including resources for succession planning and strategic growth. It differentiates itself through a large, PE-backed partnership model that combines growth capital with a network approach, enabling advisors to go independent, merge with or join partner firms, and access scalable tools and services. The company’s goal is to help advisory practices expand, improve client service, and plan for smooth succession while maintaining client relationships.

Company Size

51-200

Company Stage

IPO

Headquarters

New York City, New York

Founded

2006

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Simplify's Take

What believers are saying

EverNest closed in Q3 2026, adding about $960 million to Focus Partners Wealth.
Focus announced Jump AI rollout in January 2026, improving advisor productivity across 800 users.
Brand rearchitecture and acquisitions support cross-selling across wealth, family office, and business-management clients.

What critics are saying

Focus sued Mosaic Value Partners in May 2026, signaling aggressive brand-enforcement distractions.
CFO4Life leaders won a Texas TRO in August 2026 over withheld fees and access.
Advisor departures to Mariner Independent and New Edge Wealth expose fragile retention across partner firms.

What makes Focus Financial Partners unique

Focus Partners Wealth unifies RIAs, family offices, and business managers under one platform.
Adam Birenbaum became CEO on February 1, 2026, signaling operating discipline.
Jump rollout reached 800 advisors in January 2026, strengthening workflow automation.

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Benefits

Performance Bonus

Company News

Wealth Management

Oct 16th, 2026

WealthStack roundup: Docupace launches next, an agentic AI foundation.

WealthStack roundup: Docupace launches next, an agentic AI foundation. In other advisor tech-related news, Focus Financial partners with AI provider Nevis, Deepvest rolls out financial planning suite and Acorns has acquired a social investing app. Davis Janowski, Senior Technology Editor, Wealth Management October 16, 2026 Want a quick summary? Docupace, the back-office automation provider to many RIA firms, has announced the availability of Docupace Next 1.0, the next generation of its wealth operations platform hosted on AWS and built using modern cloud infrastructure. With Next, the company has introduced a new data architecture and user experience meant to provide advisory firms using it a foundation for new agentic capabilities, in addition to efficiency improvements and scalability. A central tenet of the Next platform is client data, which, according to the company, has been built around reusable contact records and structured relationships. Firms enter or synchronize information once and use it as a universal client master across custodians, accounts, workflows, documents and connected systems. "We have built a modern enterprise foundation with client data at its core, which brings together everything we have learned over nearly 25 years of serving wealth management firms. It improves how information moves through wealth operations today and gives us a strong foundation to build on," wrote Brian Filanowski, CEO of Docupace, who joined the company in February. Among the new capabilities are the ability to associate a contact or relationship across multiple accounts, consolidated e-signature (documents associated with multiple work items can be combined into a single signing packet), guided account opening (for custodians Pershing, NFS and Axos), expanded integration capabilities (a public GraphQL API for developers), as well as surveillance and compliance oversight to assist firms in meeting regulatory obligations and maintain record of oversight activity. For existing customers, Docupace Next is designed as an evolution of the platform rather than a rip-and-replace experience, meaning that existing workflows, document history, surveillance and compliance controls and established operational processes carry forward to the new platform, according to the company. Focus Financial, Nevis partner. Focus Financial Partners and the advisory AI technology company Nevis have announced a strategic partnership, making the latter its enterprise AI platform across the firm and its subsidiaries. Focus has undergone a multi-year transformation and is deploying AI at scale as part of its growth strategy, making an undisclosed but "significant investment" in Nevis' wealth management technology. "Our partnership with Nevis is about more than adopting a new tool. It's a fundamental step in building the technology foundation we need for the AI era, and it required a level of capability, security and strategic alignment that few providers could help us build," said Adam Birenbaum, CEO of Focus Financial Partners. Focus has more than $500 billion in advised assets on its platforms, according to the firm, and thousands of advisors working across its various business units. Nevis is part of an increasingly competitive landscape of AI providers to the wealth industry. The company has raised more than $40 million and completed a $35 million Series A capital round led by Sequoia, Iconiq and Ribbit Capital in December 2025. Also, in December, it acquired Ledra AI, a startup specializing in conversation and voice AI. DeepVest launches planning hub. DeepVest, which describes itself as an agentic front office for financial advisors, has announced the launch of AI-driven financial planning. Called PlanLab, it's meant to enable advisors to visualize their clients' financial life across retirement, taxes, investments, estate planning, insurance, risk, goals, behavioral factors, household details and business ownership. PlanLab employs deterministic planning calculators for Social Security claiming strategies features, Roth conversions, withdrawal sequencing, required minimum distributions, estate taxes, annual gifting, among others. Advisors can upload client documents, including tax returns, statements, trusts or existing financial plans, have PlanLab suggest updates for advisor approval and measure how far the plan has drifted since last reviewed, according to the company. Deepvest also has support for connections with CRM and custodial accounts as well. The company rolled out an AI planning assistant in May, which allows advisors to ask questions, explore scenarios and identify potential planning opportunities. Acorns acquires frich money. Financial terms of the transaction were not disclosed. In addition to earlier seed rounds, the micro-investing robo advisor Acorns has proceeded through venture capital rounds A through F over the years since its founding in 2014. It appears to have raised more than $500 million between its venture capital and private equity financing. Over the last few years, it has grown AUM from $1.15 billion in mid-2019 to more than $13 billion, according to its latest Form ADV. Advisors have been struggling for years with how to reach and best connect with the younger generations that will inherit the wealth of clients. For Acorns, the acquisition will bring more than 1.6 million subscribers to the social app into close proximity to the services of Acorns. Frich was co-founded in 2021 by Katrin Kaurov and Aleksandra Medina, and was designed to help Gen Z and millennials build wealth through community-driven engagement. It has received backing from Restive Ventures, TruStage and Antler, among others. Senior Technology Editor, Wealth Management Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors. Prior to his six years with WM, Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. (now Pontera). His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry's first dedicated technology reporter. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer. His work has appeared in The New York Times, Wealth Management., Financial Planning, RIABiz, InvestmentNews, PC Magazine, numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences. Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New York City.

Wealth Management

Sep 10th, 2026

Luminary raises $22M to scale AI wealth transfer platform supporting $500B in assets

Luminary, an AI-native wealth transfer and administration platform, has raised $22 million in Series A funding led by Ten Coves Capital. The round included participation from BNY and 8VC, bringing total funding to nearly $32 million since launching in 2021. The platform ingests estate documents and converts them into structured data that powers workflows for financial advisors, trust companies, law firms and accounting firms. This helps them scale guidance on tax-efficient wealth transfer strategy and trust administration. Luminary currently supports client assets totalling more than $500 billion. Customers include Caprock, IEQ Capital and Wealth Enhancement Group. The funding will be used to expand AI capabilities, integrations and administrative workflows, whilst growing the sales and business development teams.

Focus Partners Wealth

Jun 10th, 2026

Focus Announces Acquisition of EverNest Financial Advisors

Focus Partners Wealth, LLC will acquire EverNest Financial Advisors, LLC in a transaction expected to close in the third quarter of 2026.

Yahoo Finance

May 6th, 2026

Focus sues former advisors over Mosaic name dispute.

Focus sues former advisors over Mosaic name dispute. Patrick Donachie Focus Financial Partners is suing a team that left the firm to affiliate through Mariner's Independent platform, claiming their new moniker infringes on a trademarked name of a Focus subsidiary, with Focus claiming the "likelihood of confusion" is "overwhelming." Late last month, Mariner Independent onboarded three former Focus advisors: John Buckingham, Jason Clark and Christopher Quigley, and launched Mosaic Value Partners, with three other employees. The addition was the largest team added to the Mariner platform. Before the move, the trio had been with Focus Financial Partners' Kovitz Investment Group Partners since 2018. Kovitz joined and took on the Focus Partners Wealth brand earlier this year. According to Focus Financial's lawsuit against the new firm, Focus Partners Wealth also includes Mosaic Family Wealth Partners, a minority-owned and controlled network firm of Focus Financial. Focus claims the Mosaic team has operated since 2015, and manages about $1.6 billion in client assets. Mariner declined to comment for this story, and the firm is not named as a defendant in the suit. Mosaic Value Partners did not return a request for comment prior to publication. In the suit, Focus claims that it holds trademarks on the names Mosaic Family Wealth and Mosaic Family Office, as they pertain to financial planning services, with a pending patent for Mosaic Wealth, which it filed in April 2024, according to a copy of a status update on the patent application. Focus claims that during the trio's employment at Focus Partners Wealth, they "had direct exposure to the Mosaic brand and the services offered under the Mosaic marks." On April 7, Focus claims the trio formed Mosaic Value Partners with the California Secretary of State's office while still working at Focus Partners Wealth, and stopped working there on April 24. The same day, Focus claims they started working as Mosaic Value Partners, with "widespread" media coverage on April 28, which Focus claims "dramatically compounded" the harm to Focus by "deepening the likelihood of confusion between Defendant's firm and Mosaic's well-established brand." In the suit, Focus claimed that the new firm's name "appropriates the sole distinctive element of (Focus's) marks, 'Mosaic,' and appends only the generic, non-distinguishing words 'Value' and 'Partners.'" "The addition of generic or descriptive terms to a protected mark does not reduce the likelihood of confusion," the suit read.

T3 Technology Hub

Jan 22nd, 2026

Jump and Focus Financial Partners Launch Partnership to Elevate Advisor and Business Manager Productivity Through Power of AI

Jump and Focus Financial Partners launch partnership to elevate advisor and business manager productivity Through power of AI. * home * posts * tech news * Jump and Focus Financial Partners launch partnership to elevate advisor and business manager productivity Through power of AI. Jump, a provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a strategic partnership with Focus Financial Partners ('Focus'), an interdependent partnership of wealth management, business management and related financial services firms that collectively advise more than $500 billion in assets. The collaboration empowers Focus's business divisions to streamline meeting workflows, turn client conversations into actionable insights and accelerate their use of AI-driven productivity tools. The partnership delivers immediate, high-impact value to Focus's advisory teams by reducing administrative burden and freeing up more time for meaningful client work. Jump's ability to integrate directly with CRM and other wealth tech tools should reduce meeting prep time, improve data quality and support more automated workflows. "Partnering with Focus is a powerful validation of our shared vision for the future of advisor intelligence," said Parker Ence, chief executive officer and co-founder of Jump. "Together, we're transforming meeting dialogue into structured, system-ready data that we are confident will expand advisor capacity, strengthen client relationships and drive smarter, more informed decisions across firms." Through this partnership, Focus's advisory teams can: * Spend more time with clients by reducing post-meeting administrative work * Turn conversations into clear next steps without manual note taking or data entry * Improve the consistency of client information across their teams * Rely on smoother, more organized workflows that cut down on tool-hopping "At Focus, our mission centers around clients and equipping our advisory teams with the capabilities and resources to deliver exceptional service to them," said Mark Israel, chief technology officer at Focus. "We believe our partnership with Jump will help our advisory teams spend more time providing quality advice to their clients, strengthen client relationships and allow our team to scale while providing a customized, holistic wealth offering to clients. At the end of the day, it's about delivering an elevated and more personalized experience for clients and the tools that help us get there." This announcement follows a year of significant momentum for Jump, including surpassing 20,000 advisors on its platform and securing notable partnerships with Osaic, LPL Financial, Cetera, eMoney, RightCapital and others - further advancing its mission to shape the future of advisor intelligence. The partnership with Jump underscores Focus's commitment to equipping its business divisions with technology that meaningfully improves efficiency and client service and sets a new expectation for what leading RIAs offer their advisors. To learn more about how Jump can benefit your firm, visit jump.ai.

Focus Financial Partners

Tax Assistant Manager

About the job