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Position Overview:
- Focus Partners Wealth is seeking a Senior Tax Associate to join our team.
- The role involves preparing and reviewing tax returns for high-net-worth individuals and families.
Primary Responsibilities:
- Perform tax planning and preparation for clients and their related entities.
- Conduct first reviews on individual and fiduciary returns and ensure compliance.
- Act as a resource for tax planning, research, and staff education.
Qualifications:
- Bachelor's degree in Finance or Accounting with 3+ years of relevant experience.
- Strong focus on individual, fiduciary, partnership, and S-corp tax returns.
- Proficiency in Microsoft Office, especially Excel, and excellent communication skills.
Compensation and Benefits:
- Annual base salary range of $80,000 - $100,000, plus eligibility for annual cash bonus.
- Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k).
Focus Partners Wealth
Focus Partners Wealth is a financial services firm specializing in tax preparation and planning for high-net-worth individuals. As part of the larger Focus Financial Partners network, we combine deep expertise with a client-first approach to deliver personalized solutions.