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Senior Tax Associate
Focus Partners WealthSenior Tax Associate assisting Focus Partners Wealth with tax planning and compliance for high-net-worth individuals. Collaborating on tax-related developments and educating staff on tax preparation.
About the role
Key responsibilities & impact- 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
What you’ll need- 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.
Benefits
Comp & perks- Annual cash bonus
- Comprehensive benefits package
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax planningtax preparationfiduciary returnsindividual tax returnspartnership tax returnsS-corp tax returnscompliancetax researchattention to detailtime management
Soft Skills
written communicationverbal communicationproblem solvingorganizational skillsself-initiated follow-throughteamworkadaptabilityeducational skills
Certifications
Bachelor’s degree in FinanceBachelor’s degree in Accounting