Tax Manager

Responsibilities

• Perform and manage tax compliance and planning for high-net-worth individuals, families, trusts, estates, and closely held businesses
• Prepare and review federal, state, and local tax returns for various entities including partnerships and S corporations
• Identify tax planning opportunities and coordinate with wealth advisors to support client financial and estate objectives
• Research complex tax issues and communicate findings to clients and internal stakeholders
• Manage client engagements, workflows, deadlines, and coordination with tax staff
• Provide technical coaching and guidance to tax preparers and seasonal staff
• Monitor tax law developments and communicate insights through client communications

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
• Strong knowledge of federal/state income tax, fiduciary tax, gift/estate tax, and multi-state compliance
• Proficiency in Microsoft Excel and tax management technology
• Ability to work additional hours during peak tax seasons

Preferred Qualifications

• Experience with ProSystem fx® Tax, CCH Axcess, or BNA Income Tax™ Planner
• Experience at a Big Four or large regional accounting firm

Benefits

• Annual cash bonus
• Medical, dental, and vision insurance
• Life insurance
• 401(k)

About the Company

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions.