Manager
Focus Partners Wealth LLC · Remote · Remote
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Lead tax planning, compliance, and advisory services for high net worth individuals, families, trusts, estates, foundations, and closely held businesses.
Worth knowing: Willingness to work additional hours during peak seasons.
Job Description Summary: The Senior Tax Manager is responsible for leading tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, private foundations, and closely held businesses. This role partners closely with wealth advisors to develop strategic tax solutions, reviews complex tax returns, manages client engagements, and provides technical guidance on sophisticated tax matters. The Senior Tax Manager also mentors tax professionals, fosters strong client relationships, and stays current on tax law developments to deliver proactive planning and exceptional client service. Job Description: Primary Responsibilities 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.
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