Senior Tax Associate

Focus Partners Wealth(5 days ago)

OnsiteFull TimeSenior$90,000 - $105,000

About this role

Focus Partners Wealth is hiring a Senior Tax Associate to support tax planning and compliance for high-net-worth individuals and related entities. The role involves reviewing tax returns, ensuring compliance with federal and state regulations, and supporting ongoing education and communication about tax developments.

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Required Skills

Excel
Tax Preparation
Tax Planning
Tax Compliance
Financial Reporting
Fiduciary
Fiduciary Tax
Tax Research
Communication
Organization

Qualifications

Bachelor’s degree in Finance or Accounting
3+ years relevant experience

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

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