Tax Associate

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.

Primary responsibilities:

• Analyze, review and compile tax return data.

• Prepare federal, state and local income tax returns for individuals and businesses.

• Prepare extensions and assist with tax notices as needed.

• Prepare quarterly tax estimates and assist with tax projections.

• Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.

• Gain technical knowledge by researching and learning tax laws as required.

• Analyze client information and offer recommendations for reducing client tax liabilities.

• Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.

• Operate in a fully compliant manner to protect clients’ and the firm’s information.

• Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.

Qualifications:

• A Bachelor’s degree in Finance or Accounting with a minimum of 1 + years’ relevant experience.

• A demonstrated focus on preparing individual, S-corporation and partnership tax returns.

• 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 tax returns.

• Experience with ProSystem fx® Tax, CCH Axcess and BNA Income Tax™ Planner.