Senior Tax Associate

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.

• 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.

• 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.

the annualized base pay range for this role is expected to be $90,000-$105,000. Actual base pay could 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 for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

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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 or follow the company onlinkedin .

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