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Tax Manager

1 month, 3 weeks ago
United States
Full-time
Senior
Accounting Manager
Finance and Accounting
Apply Now
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
View All Jobs 8

Description

  • Manage the day-to-day tax activities for the Tax Advisory team and support overall firm tax operations.
  • Handle tax planning and preparation for high-net-worth individuals and their related entities, including extensions.
  • Ensure compliance with federal and state filing requirements on behalf of clients.
  • Perform technical research to resolve complex tax issues with team support.
  • Analyze client information and collaborate with advisors to recommend strategies to reduce client tax liabilities.
  • Deliver high-quality client service in coordination with the wealth management team.
  • Communicate with advisors and clients in a timely, professional manner.
  • Solve client and advisor issues and act as a resource for tax planning, tax research, and ongoing tax education.
  • Assist the Director of Tax Services in educating permanent and seasonal tax preparation staff.
  • Help communicate tax developments to clients through newsletters, social media, and other communications.

Requirements

  • CPA, EA, or JD required with at least 5+ years of relevant experience.
  • Demonstrated focus on preparing individual and fiduciary tax returns, especially for high-net-worth individuals and families.
  • Superb written and verbal communication skills.
  • Proficiency in Microsoft Office applications, including Excel, and ability to learn new technology.
  • Strong attention to detail, self-initiated follow-through, and excellent time management and organizational skills.
  • Ability to work independently and as part of a team.
  • Willingness and ability to work additional hours during busy season as needed.
  • Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns preferred.
  • Experience with ProSystem fx Tax, CCH Axcess, and BNA Income Tax Planner preferred.
  • Big Four or large regional accounting firm experience preferred.

Benefits

  • Annualized base salary range of $110,000 to $130,000.
  • Annual bonus eligibility.
  • Comprehensive benefits package.
  • Remote position based in the United States.
  • Exempt role.

Interested in this position?

Apply directly on the company website

Apply Now

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