Senior Tax Associate

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.
• 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 .
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• About Focus Financial Partners
• The following language is for US based roles only
• For California Applicants: Information on your California privacy rights can be found here
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• For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefo

Benefits

Additional Information

Position Summary Focus Partners Wealth is seeking a Senior Tax Associate to assist the firm's Tax Manager in providing a broad range of tax planning and compliance support to FWP's clients and to the business management division of the company. Primary Responsibilities 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.

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