Senior Tax Manager

Focus Financial Partners

Senior Tax Manager responsible for tax planning and compliance for high-net-worth clients. Collaborating closely with wealth advisors to provide strategic tax solutions and mentorship in a financial services firm.

Posted 7/29/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $130,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax planning, compliance, and advisory services for high-net-worth individuals, with strong technical knowledge of federal and state income tax. Proven ability to lead client engagements, manage deadlines, and build trusted relationships while mentoring tax professionals.

Highest-signal resume keywords

CPATax PlanningFederal And State Income TaxClient Engagement ManagementHigh-Net-Worth Individual Advisory

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceTax AdvisoryTax ResearchTax Return ReviewEngagement Leadership

Soft Skills

Excellent Communication SkillsAttention To DetailOrganizational Skills

Tools & Technologies

Microsoft OfficeExcel

Certifications & Qualifications

CPAEAJD

Industry Keywords

Wealth ManagementTax EducationClient Relationship Management

About the role

Key responsibilities & impact

Lead tax planning, compliance, and advisory services
Review complex federal, state, and local tax returns
Serve as a tax resource to wealth advisors
Research and analyze complex tax issues
Manage client engagements
Build and maintain trusted client relationships
Collaborate with wealth management teams
Supervise and mentor tax professionals
Assist Tax Leadership with internal tax education

Requirements

What you’ll need

CPA, EA, JD, or comparable advanced tax credential
Minimum of 8+ years of relevant tax experience
Demonstrated expertise serving high-net-worth individuals and families
Strong technical knowledge of federal and state income tax
Proven ability to lead engagements and manage deadlines
Excellent written and verbal communication skills
Proficiency in Microsoft Office applications including Excel
Exceptional attention to detail and strong organizational skills

Benefits

Comp & perks

Annual cash bonus
Comprehensive benefits package including medical, dental, vision, and life insurance
401(k)