Senior Tax Advisor — High‑Net‑Worth Planning

Focus Financial Partners; Kansas City (MO); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Annual bonus

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k)

Job summary

Focus Partners seeks a Senior Tax Associate to prepare and review tax returns for high-net-worth individuals and families, supporting planning initiatives and ensuring compliance across federal and state filings. The role collaborates with internal teams on tax research and planning and assists with staff development and client communications.

The candidate should have experience with individual and entity tax returns, meticulous attention to detail, and a commitment to exceptional client

Qualifications

• Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience.
• Focus on preparing individual, fiduciary, partnership and S-corp tax returns for high-net-worth individuals/families.
• Strong written and verbal communication, problem solving, and organizational skills.

Responsibilities

• Tax planning and preparation for high-net-worth individuals and related entities.
• First reviews on individual and fiduciary returns.
• Ensure compliance with federal and state filing requirements.

Skills

Tax planning

High-net-worth

Communication

Time management

Team collaboration

Attention to detail

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 seeks a Senior Tax Associate to prepare and review tax returns for high-net-worth individuals and families, supporting planning initiatives and ensuring compliance across federal and state filings. The role collaborates with internal teams on tax research and planning and assists with staff development and client communications.

The candidate should have experience with individual and entity tax returns, meticulous attention to detail, and a commitment to exceptional client