Focus Partners Wealth

Senior Tax Associate

Focus Partners Wealth

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $90,000 - $105,000 per year

Job Level

Senior

About the role

  • 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.

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.
  • 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.
Benefits
  • Annual cash bonus
  • Comprehensive benefits package
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax planningtax preparationindividual tax returnsfiduciary tax returnspartnership tax returnsS-corp tax returnsmulti-state returnsattention to detailtime managementorganizational skills
Soft Skills
written communicationverbal communicationproblem solvingself-initiated follow-throughteamworkadaptabilityeducational skills
Certifications
CPACPA candidateEA