Tax Manager

Job not on LinkedIn

🕒 October 21

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $110k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 0%

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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

• Identify tax planning opportunities and coordinate with wealth advisors and client service teams to support clients’ financial, estate, charitable, and investment objectives • Research tax issues, prepare recommendations, and communicate findings to clients, advisors, and internal stakeholders • Manage client engagements, workflow, deadlines, review processes, and coordination with permanent and seasonal tax staff • Build and maintain strong client relationships through proactive communication and timely responses • Collaborate with wealth management teams on income tax, fiduciary tax, gift tax, charitable planning, stock option, and multi-state planning considerations • Review and guide tax preparers and seasonal staff, including technical coaching and feedback • Assist with internal tax education, process improvements, and practice standards • Monitor tax law developments and communicate planning insights through newsletters, presentations, social media, and other client communications • Perform and manage tax compliance and planning services for high-net-worth individuals, families, trusts, estates, private foundations, closely held businesses, and related entities • Prepare and review federal, state, and local tax returns for individuals, trusts, estates, private foundations, partnerships, S corporations, and closely held businesses

🎯 Requirements

• CPA, EA, JD, or comparable advanced tax credential • Minimum of 5+ years of relevant tax experience • Experience serving high-net-worth individuals and families, including individual, fiduciary, gift, foundation, partnership, and closely held business tax returns • Strong working knowledge of federal and state income tax, fiduciary income tax, gift and estate tax concepts, charitable planning, stock compensation, and multi-state compliance matters • Ability to manage engagements, meet competing deadlines, support staff, and maintain ownership of client deliverables through completion • Strong written and verbal communication skills, including the ability to explain tax concepts clearly to clients and advisors • Proficiency in Microsoft Office applications, including Excel • Ability to learn and use tax, planning, workflow, and document management technology • Strong 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 • Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns preferred • Experience with ProSystem fx® Tax, CCH Axcess, and BNA Income Tax™ Planner preferred • Big Four or large regional accounting firm experience preferred

🏖️ Benefits

• Annual cash bonus • Medical insurance • Dental insurance • Vision insurance • Life insurance • 401(k)

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