Tax Manager

Responsibilities

• Perform and manage tax compliance and planning services for high-net-worth individuals, families, trusts, estates, and private foundations
• Prepare and review federal, state, and local tax returns for various entities including S corporations and partnerships
• Identify tax planning opportunities and coordinate with wealth advisors to support client financial objectives
• Research complex tax issues and communicate findings to clients and internal stakeholders
• Manage client engagements, workflows, and deadlines while coordinating 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, fiduciary, gift, and estate tax concepts
• Proficiency in Microsoft Office, specifically Excel
• Ability to manage multiple deadlines and work independently or collaboratively

Preferred Qualifications

• Experience with ProSystem fx® Tax, CCH Axcess, or BNA Income Tax™ Planner
• Background in Big Four or large regional accounting firms
• Experience with stock compensation and multi-state compliance

About the Company

Focus Partners Wealth is an organization of wealth, asset, and business management resources that supports clients at every stage of life. Part of Focus Financial Partners, the firm manages over $180 billion in regulatory assets under management and delivers personalized wealth planning solutions across all 50 states.