Senior Tax Associate

Senior Tax Associate

Senior Tax Associate

Remote, United States

Position Summary

The individual selected for this opportunity will assist the firm's Tax Manager in providing a broad range of tax planning and compliance support to Focus Partners Wealth's clients and to the business management division of the company.

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.
• Assisting with communicating relevant tax developments to clients through newsletters, social media, and / or other communications.

Qualifications :

Preferred Qualifications :

This position is a Non-Exempt role. The annualized base pay range for this role is expected to be between $90,000-$105,000 / yr. Actual base pay could 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 for employees. Other rewards may include an annual bonus and a comprehensive benefits package.