Senior Tax Manager

Focus Partners Wealth

Senior Tax Manager at Focus Partners Wealth leading tax planning, compliance, and advisory services for high-net-worth individuals and families.

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning, compliance, and advisory services for high-net-worth individuals and families, with a strong focus on federal and state tax regulations. Proven ability to lead client engagements, manage teams, and communicate complex tax concepts effectively.

Highest-signal resume keywords

CPA, EA, JD, Or Comparable Advanced Tax CredentialExpertise In High-Net-Worth Tax PlanningFederal And State Income Tax KnowledgeClient Engagement ManagementMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningTax ComplianceTax Advisory ServicesTax Return ReviewFiduciary Income TaxGift And Estate TaxCharitable PlanningMulti-State ComplianceWorkflow ManagementDocument Management Technology

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationAttention To DetailTime ManagementOrganizational Skills

Tools & Technologies

Microsoft ExcelTax Planning SoftwareDocument Management Systems

Certifications & Qualifications

CPAEAJD

Industry Keywords

High-Net-Worth IndividualsWealth ManagementPublic AccountingFamily OfficeTrusts And Estates

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Comp & perks

medical
dental
vision
life insurance
401(k)
annual cash bonus