Focus Financial Partners

Tax Manager

Focus Financial Partners

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $110,000 - $130,000 per year

About the role

  • Tax planning and preparation for high-net-worth individuals and their related entities; including extensions.
  • Ensuring compliance with all federal and state filing requirements on behalf of clients.
  • Performing technical research to address complex tax issues with the support of a team.
  • Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities.
  • Ensuring top quality client service in collaboration with the wealth management offering.
  • Communicating effectively with advisors and their clients in a timely and professional manner.
  • Effectively solving problems and resolving issues for clients and their advisors.
  • Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments.
  • Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff.
  • Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.

Requirements

  • A CPA, EA or JD with a minimum of 5+ years’ relevant experience.
  • A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families.
  • Superb written and verbal communication skills.
  • Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills;
  • Ability to work individually and in a team atmosphere.
  • The willingness and ability to work additional hours, as needed, during busy season.
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax planningtax preparationtax researchcomplianceindividual tax returnsfiduciary tax returnsproblem solvingclient analysisrecommendations for tax liabilitieseducation of tax-related developments
Soft Skills
communication skillsattention to detailtime managementorganizational skillsteamworkself-initiativeclient servicecollaborationprofessionalismfollow-through
Certifications
CPAEAJD