About this role
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.
- The willingness and ability to work additional hours, as needed, during busy season.
Preferred qualifications
- 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.
The annualized base pay range for this role is expected to be $90,000-$105,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
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About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
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For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. These include: Focus Partners Wealth SCS Financial, Focus Partners Family Office and OCIO Cardinal Point, Focus Partners Canada NorthCoast Asset Management Gelfand, Rennert & Feldman, Focus Partners Business Management Focus Partners Australia & Escala Partners Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. We believe talent is central to realizing our vision—so we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.
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