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Focus Partners Wealth · 2 hours ago

Senior Tax Associate

United States

Full-time

Remote

Mid, Senior Level

$90K/yr - $105K/yr

3+ years exp

Focus Partners Wealth is seeking a Senior Tax Associate to assist the firm’s Tax Manager in providing tax planning and compliance support to clients. The role involves preparing tax returns for high-net-worth individuals and ensuring compliance with federal and state filing requirements.

ConsultingFinancial Services

Growth Opportunities

H1B Sponsor Likely

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

Qualification

Tax planningTax return preparationCPAEA certificationMicrosoft Office proficiencyProSystem fx® TaxWritten communication skillsVerbal communication skillsProblem solving skillsOrganizational skillsTeamwork ability

Required

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

Preferred

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

Annual cash bonus

Comprehensive benefits package

Company

Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.

Founded in 1986

Los Angeles, California, USA

1001-5000 employees

http://thecolonygroup.com

H1B Sponsorship

Focus Partners Wealth has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2022 (1)

2021 (1)

2020 (1)