Job Closed
This listing is no longer active.
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
Seniority
Senior
Job Description
Senior Tax Associate
Focus Financial Partners
• 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.
Job 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, 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
Benefits
- medical insurance
- dental insurance
- vision insurance
- life insurance
- 401(k) plan
Related Guides
Related Categories
Related Job Pages
More Tax Jobs
Tax Data Specialist
OneSource VirtualTake your team from transactional to transformational with automation and expert services for Workday.
• Maintain tax profile data for OSV customers • Process tax profile updates into multiple systems • Act as a point of contact for tax inquiries • Manage cases for assigned customer teams • Maintain customer tax profiles by updating internal systems • Analyze employee and employer-level payroll tax data • Meet deadlines for ad hoc reports and inquiries • Establish and maintain relationships with customers
• Assist the Head of Tax in overseeing the domestic income tax compliance process, including a detailed review of all U.S. federal and state and local tax returns • Assist the Head of Tax in overseeing quarterly and annual income tax provision and reporting process, performing detailed reviews in accordance with ASC 740 and SOX controls standards • Manage processes related to all domestic indirect taxes, including sales and use tax, federal excise tax, property tax, and other applicable taxes to ensure compliance • Manage domestic tax audits by various federal, state, and local tax authorities • Proactively consider, analyze, and communicate the financial statement impact of business transactions/combinations, changes in business results, tax projects, and legislative changes • Perform a detailed review of tax reconciliations and tax journal entries and supervise the work performed by the junior team members to deliver timely and accurate financial results. • Develop tax staff by managing performance, setting goals, providing ongoing training, and maintaining strong employee relationships • Collaborate with external tax advisors, corporate accounting, FP&A, legal, and other cross-functional business partners • Perform general tax research to resolve issues • Assist with the creation and implementation of tax-related process improvements. Restructure responsibilities and simplify processes to maximize tasks performed by the offshore accounting function • Assist with other areas as assigned, such as tax incentives • Remain current on new federal and state tax laws and regulations and consider these changes from a tax compliance and tax accounting perspective
Tax Manager- Internal Firm Tax (International)
Baker TillyAt Baker Tilly, we care about you and the impact you make. Because the steps you take today define your tomorrow.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Are you a talented tax professional that specializes in partnership tax services? Would your ideal job have no typical tax busy season? If yes, consider joining Baker Tilly (BT) as a Tax Manager - International Tax Services! This is an internal position that provides international tax services to Baker Tilly, including tax preparation, planning, and consulting. You will work side-by-side with firm leadership to build the business and have a direct impact on the firm’s success. As one of the fastest growing firms in the nation, BT has the ability to offer you flexibility in how and where you work along with meaningful relationships with teammates and leadership who truly care about you and your development. This is fully remote. You’ll enjoy this role if: - You like collaborating with a team to provide a holistic approach to tax planning and compliance. - You can see yourself as a trusted business advisor, working face-to-face with leaders, to find creative solutions to complex accounting and business challenges. - You crave a leadership opportunity with a well-established practice that continues to achieve tremendous growth. - You want to be part of a firm that is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow. - You like having a steady schedule year-round without the large peaks of a traditional busy season. What you will do: - Be a trusted member of the Firm tax team providing various international tax services including planning, research, compliance, foreign tax credit, outbound and inbound structure planning and cross-border transactions. - Oversee preparation and review of U.S. international tax filings, including Forms 5471, 8858, 8865, 1118 and related disclosures. - Review trial balances, journal entries, and intercompany transactions for proper tax classification; ensure accuracy and completeness of foreign jurisdiction data used in U.S. international calculations. - Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to complex situations. - Positively impact your firm by: - Being a valued tax business advisor, focusing on day-to-day tax matters. - Consulting on technical matters and special projects in various areas of international taxation. - Researching various tax matters, responding to IRS and other state and foreign tax authorities’ inquiries. - Coordinating with specialty tax practices on complicated tax matters in areas such as state and local, M&A and international. - Assist with managing engagement staffing and efficiency. - Utilize your skills to build strong relationships. - Invest in your professional development individually and through participation in firm wide learning and development programs. - Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. Qualifications - Bachelor's Degree in Accounting or Law, or a similar degree in Business, Masters or advanced degree desirable. - CPA or JD required. - Five (5) + year(s) experience providing international tax compliance and consulting services, including international tax provisions, cross-border issues, and U.S. compliance for international taxpayers such as, foreign tax credits, controlled foreign corporations, withholding regimes and tax treaties; professional services firm experience preferred. - Two (2)+ years’ of supervisory experience, mentoring and counseling associates. - Demonstrated management, analytical, organization, interpersonal, project management, communication skills. - Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. - Highly developed software and Microsoft Suite skills. Requirements - The compensation range for this role is $91,220 to $172,950. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Senior Associate, Anti-Tax Evasion Compliance
CoinbaseWe're building an open financial system for the world.
Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our work culture is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. This role is for an Anti-Tax Evasion Compliance Associate within the Central Compliance team and will report to the Head of Anti-Bribery & Anti-Tax Evasion Compliance. The Anti-Tax Evasion (“ATE”) Compliance team is responsible for implementing and executing Coinbase’s controls related to mitigating ATE risk, including requirements related to customer onboarding and other areas. The individual will assist with handling ATE advisory inquiries and will serve as an escalation point for questions related to ATE risk and Coinbase’s ATE program requirements. In addition, the role will assist with certain core ATE compliance activities, including those related to governance of the ATE Program and assisting on ATE related projects. To be successful in this role you will need to be quick to learn the cryptocurrency business, have a proactive, enthusiastic and positive attitude, and have a strong knowledge of ATE compliance best practices. What you’ll be doing (ie. job duties): - Assist with handling routine ATE related advisory requests and act as a point of escalation for questions related to ATE risk. - Assist with ATE related projects, including designing and implementing controls related to the detection and mitigation of tax evasion risk. - Create and deliver ATE training to diverse audiences. - Provide subject matter expert support on anti-tax evasion risk assessments. - Stay apprised of changes in the crypto ecosystem and the ATE regulatory environment, including regulatory rule making, guidance, and litigation. What we look for in you (ie. job requirements): - 5+ years of experience in a similar Compliance/Risk/Legal function or role. - Working knowledge of anti-tax evasion and AML requirements, including familiarity with CARF, AML laws that include tax evasion as a predicate act, and the UK Corporate Criminal Offense related to the facilitation of tax evasion. - Experience designing and implementing controls related to the detection and mitigation of tax evasion and facilitation risk. - Highly collaborative and able to communicate effectively with varying audiences. - Ability to synthesize complex information into concise summaries and recommendations - Demonstrates the ability to responsibly use generative AI tools and copilots (e.g., LibreChat, Gemini, Glean) in daily workflows, continuously learn as tools evolve, and apply human‑in‑the‑loop practices to deliver business‑ready outputs and drive measurable improvements in efficiency, cost, and quality. Nice to haves: - Prior experience at a FinTech or a financial services firm. - Foundational knowledge of the crypto ecosystem with a strong desire to learn more. Job #: P76247 #LI-Remote Pay Transparency Notice: Depending on your work location, the target annual base salary for this position can range as detailed below. Total compensation may also include equity and bonus eligibility and benefits (including medical, dental, vision and 401(k)). Annual base salary range (excluding equity and bonus): $117,385—$138,100 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal OpportunityCoinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Employee Rights and the Know Your Rights notices by clicking on their corresponding links. Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here). Global Data Privacy Notice for Job Candidates and ApplicantsDepending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here. AI DisclosureFor select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com



