Senior Tax Associate

4 weeks, 1 day ago
Full-time
Mid Level
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

Description

  • Prepare tax planning and tax returns for high-net-worth individuals and their related entities.
  • Perform first-level reviews of certain individual and fiduciary tax returns.
  • Ensure compliance with federal and state filing requirements for clients.
  • Support business management teams with tax planning, tax research, and ongoing education on tax developments.
  • Assist Tax Managers in training permanent and seasonal tax preparation staff.
  • 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 tax experience.
  • Experience preparing individual, fiduciary, partnership, and S-corp tax returns, with a primary focus on high-net-worth individuals and families.
  • Strong written and verbal communication skills.
  • Strong problem-solving, technology, organizational, and time management skills.
  • Proficiency in Microsoft Office applications, including Excel.
  • Ability to learn new technology quickly.
  • Strong attention to detail and self-initiated follow-through.
  • Ability to work independently and in a team environment.
  • Willingness and ability to work additional hours during busy season.
  • CPA, CPA candidate, or EA preferred, with the ability to represent clients before the IRS.
  • Experience preparing multi-state returns preferred.
  • Experience with ProSystem fx Tax, CCH Axcess, CCH Workflow, Engagement, and BNA Income Tax Planner preferred.

Benefits

  • Annualized base salary range of $90,000 to $105,000.
  • Annual cash bonus opportunity.
  • Comprehensive benefits package.
  • Potential compensation adjustments based on experience, expertise, location, and skill set.

Interested in this position?

Apply directly on the company website

Apply Now

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