Focus Financial Partners
We are strategic investors in RIAs, providing value-added support, access to capital for growth, and succession planning
Senior Tax Associate
Location
United States
Posted
16 days ago
Salary
$90K - $105K / year
Bachelor Degree3 yrs expEnglish
Job Description
• 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.
Job Requirements
- 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 and organizational skills.
- 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).
Benefits
- Comprehensive benefits package
- Annual cash bonus
