Established in 2004, Focus Financial Partners operates as a global collective of independent wealth management firms, stewarding over $400 billion in client ass
Senior Tax Associate
Location
United States
Posted
100 days ago
Salary
$90K - $105K / year
No structured requirement data.
Job Description
Senior Tax Associate
Focus Financial Partners
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. - 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. This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$105,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. #LI-BG1 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. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 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.
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See what our employees have to say: - For the past 5 years, we've proudly maintained an impressive eNPS score of over 90! - Our team has consistently awarded us a 4.9-star rating on Glassdoor! - TaxValet has made the Inc 5000 list in 2023, 2024, and 2025 - We’re proud to have made the top 10 list for Best Remote Workplaces in America by Best Companies Group in 2023, 2025 & 2026 - Come join us and find out why! - We encourage ongoing training, and learning and development, through munch and learns, coaching, the chance to work on diverse projects, our continuous education reimbursement program, and more! - We believe in and support growth opportunities. We take pride in promoting from within, and we encourage cross-department moves to explore new areas of the business and broaden your skill set. - We are proud to have a diverse team of employees where everyone’s voice matters. And we mean that! We have regular processes in place for everyone to share their feedback, thoughts and ideas. Are You Our Next Teammate? We’d love to be in touch. Please apply online with a resume and cover letter. Each application will be reviewed with intention and care. So, the more effort you put in up-front, the higher likelihood we’ll reach out. If there’s a mutual interest, we’ll reach out to you to collect additional information. Thanks, and we’re really looking forward to meeting you. Commitment to Diversity, Equity, and Inclusion We're actively taking steps to make sure our culture is inclusive and that our processes and practices promote equity for all, including people of color, people from working-class backgrounds, women, and members of the LGBTQ+ community. We welcome and encourage applications from people with these identities or members of other historically marginalized groups. Research shows that women and people of color tend not to apply to jobs unless they believe they are 100% qualified and apply to fewer senior-level positions. With that in mind, we encourage you to apply if you're not sure whether you meet our qualifications. We'd love to have the opportunity to consider you.

