Tax Senior Associate

Position Summary

Focus Financial Partners is seeking a motivated and detail-oriented Tax Senior Associate to join our growing tax team. This is an exciting opportunity for a professional with 2–3 years of experience who is eager to expand their expertise in corporate and partnership taxation within a dynamic, collaborative financial services environment. In this role, you’ll work closely with internal finance teams and external advisors to support all aspects of federal, state, and local tax compliance. You’ll take an active role in preparing and reviewing tax filings, supporting income tax provision work, and assisting with research, audits, and special projects. This position offers hands-on experience, exposure to complex entities, and opportunities for professional growth within a high-performing tax function.

This role can be located in New York, NY or New Hyde Park, NY.

Primary Responsibilities:

• Coordinate and review the preparation of federal, state, and local tax returns for corporations and partnerships in collaboration with external preparers.
• Assist in preparing quarterly and annual income tax provisions (ASC 740) and related financial statement disclosures.
• Partner with subsidiary firms to gather data, address tax-related inquiries, and ensure accurate and timely reporting.
• Conduct tax research and analysis to maintain compliance with current tax laws and identify opportunities for process and efficiency improvements.
• Support tax audits and examinations by preparing documentation and responding to inquiries from tax authorities.
• Monitor changes in tax legislation and communicate relevant updates to team members and stakeholders.
• Maintain organized and compliant tax documentation, ensuring alignment with internal controls and regulatory standards.

Qualifications:

• Bachelor's degree in Accounting. CPA and/or MST is a plus.
• 2+ years of experience in tax preparation, compliance, and advisory services for a public accounting firm or large multinational entity.
• Strong understanding of federal, state, and local tax laws and regulations.  Experience in partnership and consolidate corporate returns a plus.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Excellent analytical and problem-solving skills.
• Exceptional attention to detail and accuracy.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks and prioritize deadlines effectively.
• Strong team player with the ability to collaborate effectively with finance colleagues.

The annualized base pay range for this role is expected to be between $100,000-$115,000.  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 cash bonus and a comprehensive benefits package. 

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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.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.