Tax Associate

Focus Partners Wealth; United States; On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Comprehensive benefits package

Annual bonus

Job summary

A wealth management firm in the United States is seeking a motivated Tax Associate to join its team. The ideal candidate will analyze tax returns, prepare state and federal taxes, and work with high-net-worth clients. With a Bachelor's degree in Finance or Accounting and at least 1 year of experience, strong communication and analytical skills are essential. This role offers a base salary of $55,000 - $60,000 annually and opportunities for bonuses and benefits.

Qualifications

• Minimum of 1+ years’ relevant experience in tax preparation.
• Demonstrated focus on individual and corporate tax returns.
• Self-initiated follow-through and ability to work in a team.

Responsibilities

• Analyze and compile tax return data for clients.
• Prepare federal, state, and local income tax returns.
• Communicate effectively with tax managers and clients.

Skills

Attention to detail

Communication skills

Problem-solving

Time management

Education

Bachelor’s degree in Finance or Accounting

Tools

Microsoft Excel

ProSystem fx Tax

CCH Axcess

BNA Income Tax Planner

Job description

Overview

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.

Primary Responsibilities

• Analyze, review and compile tax return data.


• Prepare federal, state and local income tax returns for individuals and businesses.


• Prepare extensions and assist with tax notices as needed.


• Prepare quarterly tax estimates and assist with tax projections.


• Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.


• Gain technical knowledge by researching and learning tax laws as required.


• Analyze client information and offer recommendations for reducing client tax liabilities.


• Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.


• Operate in a fully compliant manner to protect clients’ and the firm’s information.


• Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.

Qualifications

• A Bachelor’s degree in Finance or Accounting with a minimum of 1 + years’ relevant experience.


• A demonstrated focus on preparing individual, S-corporation and partnership tax returns.


• 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.

Preferred Qualifications

• CPA, CPA candidate or EA granting the ability to represent clients before the IRS.


• Experience preparing multi-state tax returns.


• Experience with ProSystem fx Tax, CCH Axcess and BNA Income Tax Planner.

About Focus Partners Wealth

Focus Partners Wealth 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, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Compliance

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

This position is a non-exempt role. The annualized base pay range for this role is expected to be between $55,000 - $60,000/yr. Actual base pay could 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 for employees. Other rewards may include an annual bonus and a comprehensive benefits package.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance