Tax Manager
F
Focus Financial PartnersWealth Management
Location: RemoteFull-TimeManager
Salary$110,000 - $130,000 per year base salary
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Job Details
- Experience
- 5+ years
- Required Skills
- Microsoft Excel
Requirements
- CPA, EA, JD, or comparable advanced tax credential.
- Minimum of 5+ years of relevant tax experience.
- Strong working knowledge of federal/state income tax, fiduciary income tax, gift and estate tax, and multi-state compliance.
- Experience serving high-net-worth individuals and families.
- Proficiency in Microsoft Office applications, particularly Excel.
- Ability to learn and use tax, planning, workflow, and document management technology.
- Strong written and verbal communication skills for clear client interaction.
- Strong attention to detail, organizational skills, and professional judgment.
- Ability to work independently and collaboratively in a team-oriented environment.
- Willingness to work additional hours during peak tax filing and planning seasons.
Responsibilities
- Perform and manage tax compliance and planning services for high-net-worth individuals, families, trusts, estates, private foundations, and closely held businesses.
- Prepare and review federal, state, and local tax returns across various entity types.
- Identify tax planning opportunities and coordinate with wealth advisors to support financial and investment objectives.
- Research complex tax issues and provide actionable recommendations to clients and stakeholders.
- Manage client engagements, monitor deadlines, and provide technical coaching to tax staff.
- Collaborate with wealth management teams on income, fiduciary, gift, charitable, and multi-state tax planning.
- Monitor tax law developments and communicate insights through client-facing materials.
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