Job Opportunities API

The Public Ledger of Openings

← Back to the ledger

Senior Tax Associate

Focus Financial Partners
CompanyFocus Financial Partners
CategoryFinance
LocationRemote
RemoteRemote
EmploymentNot stated
LevelSenior
SalaryNot stated by the employer
Posted17 Jul 2026
Last verified3 Aug 2026
SourceEmployer ATS (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
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. Primary 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; 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.   This position is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - $100,000 per year base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. #LI-JR1 About Focus Financial Partners 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  www.focusfinancialpartners.com  or follow the company on  LinkedIn . Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal la
HOUSE AD2,117,396 openings. Erioun finds yours.Scored against your own profile, every hour.Try the radar →