Senior Tax Manager
Location
United States
Posted
3 days ago
Salary
$140K - $160K / year
Seniority
Senior
Job Description
Senior Tax Manager
Focus Partners Wealth
• Lead tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, private foundations, closely held businesses, and related entities, including extensions, quarterly estimates, projections, and year-end planning; • Review complex federal, state, and local tax returns for accuracy, technical quality, planning opportunities, and compliance with applicable filing requirements; • Serve as a tax resource to wealth advisors by identifying tax planning opportunities that align with clients financial, estate, charitable, and investment objectives; • Research and analyze complex tax issues, prepare clear recommendations, and communicate technical conclusions to clients, advisors, and internal stakeholders; • Manage client engagements from planning through delivery, including workflow, deadlines, review processes, prioritization, and coordination with permanent and seasonal tax staff; • Build and maintain trusted client relationships by providing proactive communication, high-quality service, and timely responses to client and advisor inquiries; • Collaborate with wealth management teams to integrate strategic income tax, estate and gift tax, charitable giving, stock option, multi-state and retirement planning considerations into client recommendations. • Supervise, mentor, train, and review the work of tax professionals, including providing feedback, technical guidance, and support during busy season; • Assist Tax Leadership with developing internal tax education, process improvements, and practice standards that support consistent, high-quality client service; • Monitor relevant tax law developments and assist with communicating timely planning insights to advisors and clients through newsletters, presentations, social media, and other client communications.
Job Requirements
- CPA, EA, JD, or comparable advanced tax credential, with a minimum of 8+ years of relevant tax experience; public accounting, family office, or wealth management experience strongly preferred.
- Demonstrated expertise serving high-net-worth and ultra-high net-worth individuals and families, with significant experience reviewing individual, fiduciary, gift, foundation, partnership, and closely held business tax returns.
- Strong technical knowledge of federal and state income tax, fiduciary income tax, gift and estate tax concepts, charitable planning, stock compensation, and multi-state compliance matters.
- Proven ability to lead engagements, manage competing deadlines, supervise staff, and maintain ownership of client deliverables through completion.
- Excellent written and verbal communication skills, including the ability to translate complex tax concepts into clear, practical recommendations for clients and advisors.
- Proficiency in Microsoft Office applications, including Excel, and demonstrated ability to learn and leverage tax, planning, workflow, and document management technology.
- Exceptional 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.
Benefits
- Annual cash bonus
- Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k)
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