Senior Tax Associate

LE0123 Focus Partners Wealth LLC; Missouri; Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Annual bonus

Medical insurance

Dental

Vision

Life insurance

401(k)

Job summary

Focus Partners seeks a Senior Tax Associate to prepare and review tax returns, support tax planning, and ensure compliance for high‑net-worth individuals and related entities. You’ll collaborate with internal teams on tax research, assist in staff development, and help communicate tax updates to clients.

The ideal candidate will handle individual and entity returns, demonstrate attention to detail, and deliver exceptional client service. CPA/EA preferred and multi-state returns experience valued.

Qualifications

• Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience.
• Experience preparing individual, fiduciary, partnership and S‑corp returns with a focus on high‑net‑worth individuals and families.
• CPA, CPA candidate or EA preferred for IRS representation; strong communication and time management.

Responsibilities

• Tax planning and preparation for high-net-worth individuals and related entities
• Performing first reviews on certain individual and fiduciary returns
• Ensuring compliance with federal and state filing requirements for clients
• Acting as a resource to business management teams for tax planning, research, and ongoing education of tax developments
• Assisting with educating staff and communicating tax developments to clients via newsletters or social media

Skills

Tax planning

Tax preparation

Attention to detail

Communication skills

Time management

Team collaboration

MS Office

Education

Bachelor’s degree in Finance or Accounting

Tools

ProSystem fx Tax

CCH Axcess

CCH Workflow

Engagement

BNA Income Tax Planner

Job description

Job Description Summary: Focus Partners is seeking a Senior Tax Associate to join our team! The Senior Tax 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.

Primary 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 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
• CPA, CPA candidate or EA granting the ability to represent clients before the IRS preferred
• Experience preparing multi-state returns preferred
• Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™ Planner preferred

This position is an exempt position.

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.

Other rewards may include:

• annual cash bonus
• medical
• dental
• vision
• life insurance
• 401(k)

Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.

Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.

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 [e-mail]

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 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.

All too often, the financial world is one where competitiveness gets in the way of teamwork.

If a more collaborative approach sounds like a better atmosphere, we might be a great fit.

We're always looking for more bright minds to add to our team.

Looking for more information? We'd love to connect.

Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International.

Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions.

Our vision is clear: to be the leading fiduciary advice company in the world.

For clients, that means an experience built around their needs.

For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions.

We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.