Senior Tax Associate

Senior Tax Associate 

Remote, United States 

Position Summary

The individual selected for this opportunity will assist the firm’s Tax Manager in providing a broad range of tax planning and compliance support to Focus Partners Wealth's clients and to the business management division of the company.

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.
• 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 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.

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.

This position is a Non- Exempt role. The annualized base pay range for this role is expected to be between $90,000-$105,000/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.

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.