Focus Partners Wealth
Finance / FinServ
SeniorTaxAssociate
“Senior Tax Associate at Focus Partners Wealth. Skills: Tax planning, Tax compliance, Tax preparation for high-net-worth individuals and entities. 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. Tax planning and preparation for high-net-worth individuals and their related entities”
Industry & Context.
Superb problem solving skills
Willingness and ability to work additional hours, as needed, during busy season
What They're Looking For.
Must Have
Bachelor's degree in Finance or Accounting, 3+ years’ relevant experience, 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 problem solving, technology, communication and organizational skills, Proficiency in Microsoft Office applications, including Excel, Proven ability to learn other technology, Notable attention to detail, Self-initiated follow-through, Outstanding time management and organizational skills, Ability to work individually and in a team atmosphere, Willingness and ability to work additional hours, as needed, during busy season
Nice to Have
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
What You'll Do.
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
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
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
and/or other communications
How You'll Work.
Team & Collaboration
Resource to business management teams; Assisting Tax Managers with educating staff; Ability to work in a team atmosphere
Communication Scope
Superb written and verbal communication; Communicating relevant tax developments to clients
Applying for this Senior Tax Associate role?
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