Senior Tax Advisor for High-Net-Worth Clients

Focus Financial Partners; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

Focus Partners is seeking a Senior Tax Associate to join our team in the United States. The role involves preparing and reviewing tax returns, supporting tax planning initiatives, and ensuring compliance for high-net-worth individuals, families, and related entities.

You will collaborate with internal teams on tax research and planning, assist in staff development, and help communicate tax updates to clients.

Qualifications

• Bachelor’s degree in Finance or Accounting; 3+ years in tax.
• Experience preparing individual, fiduciary, partnership and S-corp returns.
• Strong written and verbal communication; excellent problem solving and time management.

Responsibilities

• Prepare and review tax returns for high-net-worth individuals and related entities.
• Support tax planning initiatives for clients and collaborate with internal teams on tax research.
• Educate staff and assist in ongoing training for tax preparation staff.

Skills

Attention to detail

Time management

Written and verbal communication

Problem solving

Organizational skills

Team collaboration

Education

Bachelor's degree in Finance or Accounting

Tools

ProSystem fx Tax

CCH Axcess

CCH Workflow

Engagement

BNA Income Tax Planner

Job description

Focus Partners is seeking a Senior Tax Associate to join our team in the United States. The role involves preparing and reviewing tax returns, supporting tax planning initiatives, and ensuring compliance for high-net-worth individuals, families, and related entities.

You will collaborate with internal teams on tax research and planning, assist in staff development, and help communicate tax updates to clients.