Tax Associate

Join Focus Partners Wealth as a Tax Associate in Mobile, Mobile County, where you'll provide specialized tax services to high-net-worth and ultra-high-net-worth clients, including athletes, entertainers, and entertainment industry professionals.

Role Overview

Focus Partners Wealth is seeking a dedicated Tax Associate to join our growing team in Mobile. In this role, you'll work alongside experienced tax professionals to deliver comprehensive tax analysis, planning, and compliance services to an elite clientele. This is a full-time position ideal for someone with a strong foundation in tax preparation and a commitment to serving complex, high-profile clients.

Day-to-Day Responsibilities

• Analyze and review client tax documentation to ensure accuracy and completeness
• Compile and organize financial data and tax records for return preparation
• Assist in preparing federal and state tax returns for high-net-worth individuals
• Support tax planning strategies and review proposed tax positions
• Research tax regulations and identify compliance requirements for client situations
• Coordinate with clients and other team members to gather necessary tax information
• Maintain detailed documentation and work papers throughout the tax process

What We're Looking For

• Bachelor's degree in Accounting, Finance, Taxation, or related field
• Strong understanding of federal and state tax principles and regulations
• Proficiency with tax preparation software and Microsoft Office
• Excellent analytical skills and meticulous attention to detail
• Ability to manage multiple priorities and meet strict deadlines
• Professional communication skills and ability to work effectively in a collaborative team environment
• Willingness to develop expertise in complex, high-net-worth tax matters

Why Join Focus Partners Wealth

At Focus Partners Wealth, you'll work with a respected firm known for serving athletes, entertainers, and high-net-worth individuals throughout Mobile County and beyond. This role offers exposure to sophisticated tax planning strategies and high-profile clients, providing valuable professional development in one of tax practice's most challenging and rewarding specializations. You'll be part of a collaborative team committed to delivering exceptional service and building long-term client relationships.

Apply Today

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.