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Senior Tax Associate

14 hours, 55 minutes ago
United States
Full-time
Senior
Accountant
Finance and Accounting
Apply Now
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
View All Jobs 13

Description

  • Prepare and review tax returns for high-net-worth individuals, families, and related entities.
  • Perform first-level reviews of individual and fiduciary tax returns.
  • Ensure compliance with federal and state filing requirements.
  • Support tax planning initiatives and tax research for internal business management teams.
  • Assist with ongoing education on tax-related developments for tax staff.
  • Help communicate relevant tax updates to clients through newsletters, social media, and other channels.
  • Partner with internal teams on tax planning and client service.
  • Assist Tax Managers with staff development for permanent and seasonal preparers.

Requirements

  • Bachelor’s degree in Finance or Accounting.
  • 3+ years of relevant experience.
  • Experience preparing individual, fiduciary, partnership, and S-corp tax returns.
  • Primary experience with high-net-worth individuals and families.
  • Strong written and verbal communication skills.
  • Strong problem-solving, technology, organizational, and communication skills.
  • Proficiency in Microsoft Office, including Excel.
  • Ability to learn new technology quickly.
  • Strong attention to detail, self-initiated follow-through, and time management.
  • 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 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 $80,000-$100,000.
  • Annual cash bonus opportunity.
  • 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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