Senior Tax Associate

3 hours, 6 minutes ago
Full-time
Senior
Finance and Accounting
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
Founded 2005

Description

  • Prepare tax planning and compliance work for high-net-worth individuals and their related entities.
  • Perform first-level reviews of selected individual and fiduciary tax returns.
  • Ensure compliance with federal and state tax filing requirements for clients.
  • Serve as a resource to business management teams on tax planning and tax research.
  • Provide ongoing education on tax-related developments to internal teams.
  • Assist Tax Managers in training permanent and seasonal tax preparation staff.
  • Help communicate relevant tax developments to clients through newsletters, social media, and other channels.

Requirements

  • Bachelor’s degree in Finance or Accounting.
  • 3+ years of relevant experience.
  • Demonstrated experience preparing individual, fiduciary, partnership, and S-corp tax returns, with a focus on high-net-worth individuals and families.
  • Strong written and verbal communication skills.
  • Strong problem-solving, technology, organizational, and communication skills.
  • Proficiency in Microsoft Office applications, including Excel, and ability to learn new technology.
  • Strong attention to detail, self-initiative, follow-through, time management, and organizational skills.
  • Ability to work independently and in a team environment.
  • Willingness and ability to work additional hours during busy season, as needed.
  • CPA, CPA candidate, or EA status with 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

  • Annualized base salary range of $90,000 to $105,000.
  • Eligibility for an annual cash bonus.
  • Comprehensive benefits package.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • 401(k) retirement plan.

Interested in this position?

Apply directly on the company website

Apply Now

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