Senior Tax Associate
Job Description
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Position Summary
Focus Partners Wealth is seeking a Senior Tax Associate to join our team! The Tax Senior Associate is responsible for preparing and reviewing tax returns, supporting tax planning initiatives, and ensuring compliance for high-net-worth individuals, families, and related entities. This role partners with internal teams on tax research and planning, assists in staff development, and helps communicate tax updates to clients. The ideal candidate has experience with individual and entity tax returns, strong attention to detail, and a commitment to delivering exceptional client service.
· 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; and
· Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.
Qualifications
· 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
· Ability to work individually and in a team atmosphere
· The willingness and ability to work additional hours, as needed, during busy season
Preferred Qualifications
· 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.
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Focus Financial Partners
View Company ProfileFocus Partners Wealth (operating under focuspartners.com, legally Focus Partners Wealth, LLC) is the premier, enterprise-grade fiduciary wealth management firm, unified multi-family office, and private wealth orchestration powerhouse engineered to act as the definitive, high-velocity discretionary asset management, comprehensive tax optimization, and estate preservation layer for high-net-worth individuals, multi-generational families, businesses, and institutional foundations across the United States. Operating as an elite core segment of Focus Financial Partners—a dominant financial services collective and portfolio brand backed by Clayton, Dubilier & Rice and Stone Point Capital—the firm completely eliminates the severe systemic friction of modern wealth management, where affluent clients face fragmented advisory loops, conflicting broker incentives, and disconnected tax planning strategies that compromise long-term asset growth. Moving far beyond traditional, transaction-driven brokerage bureaus or static investment shops, Focus Partners Wealth natively unifies goals-based discretionary portfolio engineering, high-touch family office solutions, strategic business advisory, custom philanthropy structures, and active risk-mitigation frameworks into a single high-availability wealth planning system. Managing over $180 billion in regulatory assets under management (AUM) with a national network of more than 1,000 elite fiduciary advisors, the enterprise services clients across all 50 states, combining the extensive structural capital and deep resource network of an institutional industry leader with the personalized care of a boutique advisory partner. Under the hood, its technology and operations architecture utilizes sophisticated quantitative market-mapping models, advanced multi-asset class diversification pipelines, automated tax-loss harvesting engines, and secure custodial platform integrations designed to monitor, rebalance, and audit massive transaction ledgers with absolute processing correctness and strict SEC compliance. What sets Focus Partners Wealth apart is its uncompromising dedication to replacing volatile, siloed money management with absolute financial predictability, plan-led investment clarity, and integrated multi-state tax modeling; by bridging the gap between performance-intensive relational financial analytics and the real-world, high-stakes wealth objectives of independent enterprise leaders and families, the corporation remains a definitive cornerstone of modern algorithmic financial services and global private wealth transformation.
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