Senior Tax Associate

How to use this kit

Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.

Interview prep

• Walk through how you prepare tax or audit findings and escalate control issues.
• Explain reviewing books for efficiency, compliance, and accepted accounting procedures.
• Discuss partnering with officials on financial and regulatory topics in a multi-firm wealth setting.

Fit summary

Strong fit if you are a senior-level tax/accounting professional comfortable with reporting, controls analysis, and management-facing recommendations at a NYC-based partner-platform for independent wealth firms—not pure product sales or pure investment banking.

Day in the role

As a Senior Tax Associate at Focus Financial Partners in New York City, you would support tax and accounting work across a wealth-management partnership model. Typical work includes preparing detailed findings reports, reviewing books and systems for accuracy and accepted procedures, analyzing data for control gaps or non-compliance, and conferring with leadership on financial and regulatory matters—then recommending operational or reporting changes.

Skills to emphasize

Build tax research, financial statement review, controls testing, and clear management reporting. Free option: Saylor Academy — Accounting & Finance courses (free).

FAQ from this listing

What does Focus Financial Partners do?

It invests in independent, fiduciary wealth management firms and is listed on Nasdaq as FOCS, headquartered in New York City.

Is this role remote?

The listing is for New York City, New York, and is not marked remote.

What free learning resource fits this path?

Saylor Academy offers Accounting & Finance courses at no cost: learn.saylor.org.

Occupation tasks (O*NET)

Public-domain labor data — prepare examples for 2–3 of these.

• Prepare detailed reports on audit findings.
• Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
• Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
• Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
• Supervise auditing of establishments, and determine scope of investigation required.
• Confer with company officials about financial and regulatory matters.
• Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
• Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.

O*NET source

Company facts (cached)

Website: focusfinancialpartners.com

Focus Financial Partners Inc. is an American company that invests in independent, fiduciary wealth management firms, being listed on the Nasdaq under the ticker symbol FOCS. Headquartered in New York City, it was incorporated in 2004 by Ruediger (Rudy) Adolf, Rajini Kodialam and Leonard (Lenny) Chang.

Public cache only — not an employee review.

Role overview (listing rewrite)

Senior Tax Associate at Focus Financial Partners in New York City, New York About This Position The Senior Tax Associate position at Focus Financial Partners is a full-time role based in New York City. Joel Isaacson & Co., a part of Focus Financial Partners, provides comprehensive financial services to successful executives, business owners, professionals, and high net worth families. The firm specializes in investment and cash flow management, estate and tax planning, insurance planning, and retirement planning. Day-to-Day Responsibilities Prepare and review complex tax returns for clients Provide tax planning advice to ensure compliance with federal, state, and local regulations Conduct research on tax laws and regulations to stay current in the field Collaborate with other financial professionals to develop comprehensive financial strategies Communicate effectively with clients to understand their needs and provide tailored solutions What You Bring A minimum of 5 years of experience in tax planning and preparation CPA or MST certification preferred Strong analytical skills with the ability to interpret complex financial data Excellent communication and interpersonal skills A passion for serving high net worth clients and a commitment to excellence in service delivery Why Join Focus Financial Partners At Joel Isaacson & Co., you will have the opportunity to work with a team of experienced financial professionals who are dedicated to providing exceptional service. The firm’s reputation for quality and integrity is well-established, making it an ideal place for someone looking to grow their career while contributing to the success of clients. How to Apply To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. Please ensure that all required documents are included in your submission.

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Questions to ask them

• What does success look like in the first 90 days for this role?
• How is the team structured, and who would I work with most?
• What tools and systems does this role use daily?
• Is the work primarily based in New York City, New York, hybrid, or fully remote?