Senior Tax Associate
Company: Colony Capital
Location: San Diego
Posted on: March 27, 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. 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. This position is
an exempt position. The annualized base pay range for this role is
expected to be between $90,000-$105,000 base salary compensation
range. Actual base pay may vary based on factors including, but not
limited to, experience, subject matter expertise, geographic
location where work will be performed, and the applicant’s skill
set. The base pay is just one component of the total compensation
package. Other rewards may include an annual cash bonus and a
comprehensive benefits package, including but not limited to
medical, dental, vision, life insurance, and 401(k). Please note
that the job title is subject to change based on the selected
candidate’s experience and education. LI-BG1 About Focus Financial
Partners Focus is a leading financial services firm comprised of
integrated wealth management, family office, and business
management services. Blending deep expertise and expansive
resources with a boutique, client-first fiduciary philosophy, Focus
helps individuals, families, and institutions navigate complex
financial situations with highly personalized solutions tailored to
their unique needs. To learn more about Focus, visit
www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment
decisions on the employee or candidate’s skillset, and without
regard to an employee or candidate’s race, color, religion, sex
(including pregnancy), gender identity, sexual orientation,
national origin, age, disability, genetic information, veteran
status, or any other characteristic protected by local, state
and/or federal law. Focus complies with federal and state
disability laws and makes reasonable accommodations for applicants
and employees with disabilities. The following language is for US
based roles only For California Applicants: Information on your
California privacy rights can be found here For Indiana Applicants:
It is unlawful for an employer to discriminate against a
prospective employee on the basis of status as a veteran by
refusing to employ an applicant on the basis that they are a
veteran of the armed forces of the United States, a member of the
Indiana National Guard or a member of a reserve component. For
Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN
EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT,
PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL
SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO
VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE
NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in
Massachusetts to require or administer a lie detector test as a
condition of employment or continued employment. An employer who
violates this shall be subject to criminal penalties and civil
liability. For Montana Applicants: If hired, the employment
relationship is governed by the Wrongful Discharge from Employment
Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants:
Focus is subject to Chapters 29-38 of Title 28 of the General Laws
of Rhode Island and is therefore covered by the state’s workers’
compensation law. If you willfully provide false information about
your ability to perform the essential functions of the job, with or
without reasonable accommodations, you may be barred from filing a
claim under the provisions of the Workers’ Compensation Act of the
State of Rhode Island if the false information is directly related
to the personal injury that is the basis for the new claim for
compensation. The Company complies fully with the Americans with
Disabilities Act.
Keywords: Colony Capital, Perris , Senior Tax Associate, Accounting, Auditing , San Diego, California
