Senior Tax Associate

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.

Qualifications

• 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.