Tax Senior Associate jobs in United States
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Focus Financial Partners · 3 days ago

Tax Senior Associate

Focus Financial Partners is seeking a driven and detail-oriented Tax Senior Associate to join their expanding tax team. This role involves preparing and reviewing tax filings, contributing to income tax provision work, and participating in tax research and audits within a high-growth financial services environment.

Asset ManagementFinanceFinancial ServicesWealth Management
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Growth Opportunities

Responsibilities

Coordinate and review the preparation of federal, state, and local tax returns for corporations and partnerships in collaboration with external preparers
Assist in preparing quarterly and annual income tax provisions (ASC 740) and related financial statement disclosures
Partner with subsidiary firms to gather data, address tax-related inquiries, and ensure accurate and timely reporting
Conduct tax research and analysis to maintain compliance with current tax laws and identify opportunities for process and efficiency improvements
Support tax audits and examinations by preparing documentation and responding to inquiries from tax authorities
Monitor changes in tax legislation and communicate relevant updates to team members and stakeholders
Maintain organized and compliant tax documentation, ensuring alignment with internal controls and regulatory standards

Qualification

CPATax preparationTax complianceTax researchMicrosoft Office SuiteAnalytical skillsAttention to detailCommunication skillsTeam player

Required

Bachelor's degree in Accounting
2+ years of experience in tax preparation, compliance, and advisory services for a public accounting firm or large multinational entity
Strong understanding of federal, state, and local tax laws and regulations
Experience in partnership and consolidate corporate returns a plus
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
Excellent analytical and problem-solving skills
Exceptional attention to detail and accuracy
Excellent communication and interpersonal skills
Ability to manage multiple tasks and prioritize deadlines effectively
Strong team player with the ability to collaborate effectively with finance colleagues

Preferred

CPA and/or MST is a plus
Experience in partnership and consolidate corporate returns a plus

Benefits

Annual cash bonus
Comprehensive benefits package

Company

Focus Financial Partners

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Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.

Funding

Current Stage
Public Company
Total Funding
$85M
2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M

Leadership Team

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Michael Nathanson
Chief Executive Officer
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Adam Birenbaum
President
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Company data provided by crunchbase