Senior Tax Strategist for High-Net-Worth Clients

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

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.