Senior Tax Associate
Company: Colony Capital
Location: Schiller Park
Posted on: January 1, 2026
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Job Description:
Focus Partners Wealth is seeking a Senior Tax Associate to
assist the firm’s Tax Manager in providing a broad range of tax
planning and compliance support to FWPs 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 A Bachelor’s
degree in Finance or Accounting with 3 years’ relevant experience.
A demonstrated focus on preparing individual, fiduciary,
partnership and S-corp tax returns with a primary focus on
high-net-worth individuals and families. 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 and organizational
skills. 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 returns. Experience with ProSystem
fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™
Planner. The annualized base pay range for this role is expected to
be $90,000-$105,000. 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
applicants skill set. The base pay is just one component of the
total compensation package for employees. Other rewards may include
an annual cash bonus and a comprehensive benefits package. LI-JS1
Focus is a leading partnership of fiduciary wealth management and
related financial services firms. Focus provides access to best
practices, greater resources, and continuity planning for its
affiliated advisory firms, which serve individuals, families,
employers, and institutions with comprehensive financial services.
Focus firms and their clients benefit from the solutions,
synergies, scale, economics, and best practices offered by Focus to
achieve their business objectives.
Keywords: Colony Capital, Wauwatosa , Senior Tax Associate, Accounting, Auditing , Schiller Park, Wisconsin