$56.50K - $75.30K/yr
Full-time
Posted 5 days ago
Job description
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.
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Frequently asked questions
Q: What skills or qualities help someone succeed as a Tax Associate?
A: To succeed as a Tax Associate, key technical skills include proficiency in tax laws and regulations, accounting software (e.g., tax preparation and compliance tools), and financial analysis. Soft skills such as strong communication, analytical, and problem-solving abilities, as well as attention to detail and organizational skills, are also crucial for effectively managing client relationships, meeting deadlines, and navigating complex tax scenarios. These strengths enable Tax Associates to provide high-quality support to clients, build trust, and advance in their careers by taking on more complex projects and responsibilities.
Q: What is the career path for a Tax Associate?
A: A Tax Associate typically starts as an entry-level professional, progressing to roles such as Tax Analyst or Senior Tax Associate, where they gain experience in tax planning, compliance, and research. As they advance to mid-level positions like Tax Manager or Senior Tax Manager, they develop leadership skills, oversee tax teams, and contribute to strategic business decisions. Ultimately, senior Tax Directors or Tax Partners may emerge, overseeing large-scale tax projects, mentoring junior staff, and driving business growth through tax expertise, with long-term career prospects potentially leading to leadership roles or specialized tax advisory positions.
