Senior Tax Manager

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Focus Financial Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

🤝 B2B

💰 $50M Venture Round on 2009-11

Finance • Fintech • B2B

Focus Financial Partners is a leading fiduciary advice company that creates a tailored client-first experience by empowering its network of independent wealth and business management firms. The company partners with these firms to enhance their capabilities and resources, offering comprehensive client solutions that include financial, investment, and business services. Focus aims to reimagine wealth management and business practices while driving organic growth and strategic acquisitions for its partners, ensuring they can deliver sophisticated, holistic solutions to their clients.

📋 Description

• Lead tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, private foundations, closely held businesses, and related entities • Review complex federal, state, and local tax returns • Serve as a tax resource to wealth advisors by identifying tax planning opportunities • Research and analyze complex tax issues, prepare clear recommendations • Manage client engagements from planning through delivery • Build and maintain trusted client relationships • Collaborate with wealth management teams • Supervise, mentor, train, and review the work of tax professionals • Monitor relevant tax law developments

🎯 Requirements

• CPA, EA, JD, or comparable advanced tax credential, with a minimum of 8+ years of relevant tax experience • Demonstrated expertise serving high-net-worth and ultra-high net-worth individuals and families • Strong technical knowledge of federal and state income tax, fiduciary income tax, gift and estate tax concepts • Proven ability to lead engagements, manage competing deadlines, supervise staff, and maintain ownership of client deliverables • Excellent written and verbal communication skills • Proficiency in Microsoft Office applications, including Excel • Exceptional attention to detail, self-initiated follow-through, sound professional judgment, and strong time management and organizational skills. • Ability to work independently and collaboratively in a team-oriented environment.

🏖️ Benefits

• Comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k) • Annual cash bonus