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