Senior Tax Advisor - High-Net-Worth Planning

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

Job summary

Focus Partners Wealth is seeking a Senior Tax Associate to join our team. You will prepare and review tax returns for high-net-worth individuals and their entities, support tax planning initiatives, and ensure compliance across federal and state requirements.

You will collaborate with internal teams on tax research, assist with staff development, and help communicate tax updates to clients, maintaining exceptional client service with strong attention to detail.

Qualifications

• Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience.
• Experience focusing on individual, fiduciary, partnership and S-corp returns with emphasis on high-net-worth individuals and families.
• Strong written and verbal communication, problem solving, tech, organizational skills.
• Proficiency in Microsoft Office (Excel) and ability to learn other software.
• Attention to detail, self-initiated follow-through, and excellent time management.
• Ability to work both independently and in a team.
• Willingness to work additional hours during busy season.
• CPA, CPA candidate or EA preferred for IRS representation.
• Experience with multi-state returns preferred.
• Experience with ProSystem fx Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax Planner preferred.

Responsibilities

• 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 federal and state filing requirements for clients.
• Serving as a resource to business management for tax planning and research.
• Assisting Tax Managers with staff education on tax topics.
• Communicating relevant tax developments to clients via newsletters, social media, etc.

Skills

Tax planning

Tax preparation

Tax research

Communication

Time management

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 Wealth is seeking a Senior Tax Associate to join our team. You will prepare and review tax returns for high-net-worth individuals and their entities, support tax planning initiatives, and ensure compliance across federal and state requirements.

You will collaborate with internal teams on tax research, assist with staff development, and help communicate tax updates to clients, maintaining exceptional client service with strong attention to detail.