Senior Tax Manager

Responsibilities

• Lead tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, and private foundations
• Review complex federal, state, and local tax returns for accuracy and technical quality
• Partner with wealth advisors to identify tax planning opportunities aligned with client objectives
• Research complex tax issues and communicate technical conclusions to stakeholders
• Manage client engagements, including workflow, deadlines, and coordination with tax staff
• Supervise, mentor, and train tax professionals
• Monitor tax law developments and communicate insights through client communications

Requirements

• CPA, EA, JD, or comparable advanced tax credential
• Minimum of 8+ years of relevant tax experience
• Expertise serving high-net-worth and ultra-high net-worth individuals
• Strong technical knowledge of federal/state income tax, fiduciary tax, and gift/estate tax
• Proficiency in Microsoft Office, specifically Excel
• Ability to work additional hours during peak tax seasons

Preferred Qualifications

• Experience with estate and wealth transfer planning and charitable giving strategies
• Experience with ProSystem fx® Tax, CCH Axcess, or BNA Income Tax™ Planner
• Background in Big Four, large regional accounting, or family office environments

About the Company

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Part of Focus Financial Partners, the firm supports clients through personalized wealth planning solutions and research-backed investment strategies.