Senior Tax Associate

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

Job Description Summary

Focus Partners Wealth is seeking a Senior Tax Associate to join our team! The Tax Senior 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.

Job Description Summary

Focus Partners Wealth is seeking a Senior Tax Associate to join our team! The Tax Senior 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.

Job Description

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; and
• 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. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 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.

EEO Statement

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]

The following language is for US based roles only

For California Applicants:

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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.