Senior Tax Associate

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Focus Financial Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

🤝 B2B

💰 $50M Venture Round on 2009-11

Finance • Fintech • B2B

Focus Financial Partners is a leading fiduciary advice company that creates a tailored client-first experience by empowering its network of independent wealth and business management firms. The company partners with these firms to enhance their capabilities and resources, offering comprehensive client solutions that include financial, investment, and business services. Focus aims to reimagine wealth management and business practices while driving organic growth and strategic acquisitions for its partners, ensuring they can deliver sophisticated, holistic solutions to their clients.

📋 Description

• 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.

🎯 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 • Notable attention to detail, self-initiated follow-through, and outstanding time management • 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 (preferred) • Experience preparing multi-state returns (preferred) • Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™ Planner (preferred)

🏖️ Benefits

• Comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k) • Annual cash bonus