Senior Tax Manager

🔥 19 hours ago

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Focus Partners Wealth

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

👥 B2C

Finance • Wealth Management • B2C

Focus Partners Wealth is a financial services company that specializes in wealth planning and wealth management. They offer personalized financial advice and a comprehensive planning process tailored to each client’s unique goals and values. Their services include investment management, tax services, family office support, and specialized planning for business owners and institutions. Focus Partners Wealth is dedicated to helping clients manage their finances and prepare for life's significant events while fostering a collaborative approach to wealth management.

📋 Description

• Lead tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, private foundations, closely held businesses, and related entities, including extensions, quarterly estimates, projections, and year-end planning; • Review complex federal, state, and local tax returns for accuracy, technical quality, planning opportunities, and compliance with applicable filing requirements; • Serve as a tax resource to wealth advisors by identifying tax planning opportunities that align with clients financial, estate, charitable, and investment objectives; • Research and analyze complex tax issues, prepare clear recommendations, and communicate technical conclusions to clients, advisors, and internal stakeholders; • Manage client engagements from planning through delivery, including workflow, deadlines, review processes, prioritization, and coordination with permanent and seasonal tax staff; • Build and maintain trusted client relationships by providing proactive communication, high-quality service, and timely responses to client and advisor inquiries; • Collaborate with wealth management teams to integrate strategic income tax, estate and gift tax, charitable giving, stock option, multi-state and retirement planning considerations into client recommendations. • Supervise, mentor, train, and review the work of tax professionals, including providing feedback, technical guidance, and support during busy season; • Assist Tax Leadership with developing internal tax education, process improvements, and practice standards that support consistent, high-quality client service; • Monitor relevant tax law developments and assist with communicating timely planning insights to advisors and clients through newsletters, presentations, social media, and other client communications.

🎯 Requirements

• CPA, EA, JD, or comparable advanced tax credential, with a minimum of 8+ years of relevant tax experience; public accounting, family office, or wealth management experience strongly preferred. • Demonstrated expertise serving high-net-worth and ultra-high net-worth individuals and families, with significant experience reviewing individual, fiduciary, gift, foundation, partnership, and closely held business tax returns. • Strong technical knowledge of federal and state income tax, fiduciary income tax, gift and estate tax concepts, charitable planning, stock compensation, and multi-state compliance matters. • Proven ability to lead engagements, manage competing deadlines, supervise staff, and maintain ownership of client deliverables through completion. • Excellent written and verbal communication skills, including the ability to translate complex tax concepts into clear, practical recommendations for clients and advisors. • Proficiency in Microsoft Office applications, including Excel, and demonstrated ability to learn and leverage tax, planning, workflow, and document management technology. • Exceptional attention to detail, self-initiated follow-through, sound professional judgment, and strong time management and organizational skills. • Ability to work independently and collaboratively within a client-focused, team-oriented wealth management environment. • Willingness and ability to work additional hours, as needed, during peak tax filing and planning seasons.

🏖️ Benefits

• Annual cash bonus • Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k)