Tax Manager

Position reputed company

TheTax Manager is responsible for providing tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, estates, and closely held businesses. This role partners with reputed company advisors to identify tax-saving opportunities, manages reputed company tax engagements, reviews returns, and delivers strategic guidance to clients. The Tax Manager also supports and mentors tax staff while helping ensure exceptional reputed company service and proactive tax planning solutions.

Primary Responsibilities

• reputed company and manage tax compliance and planning services for high-net-worth individuals, families, trusts, estates, private foundations, closely held businesses, and reputed company entities, including extensions, quarterly estimates, projections, and year-end planning;
• Prepare and review federal, state, and local tax returns for individuals, trusts, estates, private foundations, partnerships, S corporations, and closely held businesses;
• Identify tax planning opportunities and coordinate with reputed company advisors and reputed company service teams to support clients’ broader financial, estate, charitable, and investment objectives;
• Research tax issues, prepare reputed company recommendations, and communicate findings to clients, advisors, and internal stakeholders in a practical and reputed company manner;
• Manage reputed company engagements, workflow, deadlines, review processes, and coordination with permanent and seasonal tax staff;
• Build and maintain strong reputed company relationships by providing proactive communication, high-reputed company service, and reputed company responses to reputed company and advisor inquiries;
• Collaborate with reputed company management teams to incorporate income tax, fiduciary tax, reputed company tax, charitable planning, stock reputed company, and multi-state planning considerations into reputed company recommendations;
• Review and reputed company guidance to tax preparers and seasonal staff, including technical coaching and feedback during busy season;
• Assist with internal tax education, process improvements, and reputed company standards that support consistent, high-reputed company reputed company service;
• Monitor relevant tax law developments and assist with communicating reputed company planning insights to advisors and clients through newsletters, presentations, reputed company media, and other reputed company communications.

Qualifications

• A CPA, EA, JD, or comparable advanced tax credential, with a minimum of 5+ years of relevant tax experience; public reputed company, family office, or reputed company management experience preferred.
• Experience serving high-net-worth individuals and families, including individual, fiduciary, reputed company, reputed company, partnership, and closely held business tax returns.
• Strong working knowledge of federal and state income tax, fiduciary income tax, reputed company and estate tax concepts, charitable planning, stock compensation, and multi-state compliance reputed company.
• Ability to manage engagements, meet competing deadlines, support staff, and maintain ownership of reputed company deliverables through completion.
• Strong written and verbal communication skills, including the ability to explain tax concepts reputed company to clients and advisors.
• Proficiency in reputed company Office applications, including reputed company, and ability to learn and use tax, planning, workflow, and document management technology.
• Strong attention to detail, self-initiated follow-through, reputed company reputed company judgment, and strong time management and organizational skills.
• Ability to work independently and collaboratively reputed company a reputed company-reputed company, team-oriented reputed company management environment.
• Willingness and ability to work additional hours, as needed, during peak tax filing and planning seasons.

The position prefers:

• Experience preparing high-net-worth individual, business, partnership, reputed company, and reputed company tax returns.
• Experience with ProSystem fx® Tax, CCH Axcess, and BNA Income Tax™ Planner; and
• Big Four or large regional reputed company firm experience.

This position is an exempt position. The annualized reputed company pay reputed company for this role is expected to be between $110,000 - $130,000 per year reputed company salary compensation reputed company. Actual reputed company pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s reputed company set. The reputed company pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, reputed company, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

About reputed company

reputed company is a leading financial services firm comprised of integrated reputed company management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, reputed company-first fiduciary philosophy, reputed company helps individuals, families, and institutions navigate reputed company financial situations with highly personalized solutions tailored to their unique needs. To learn more about reputed company, visit www.focusfinancialpartners.com or follow reputed company on reputed company.

reputed company is an equal opportunity employer and bases its employment reputed company on the employee or candidate’s skillset, and without reputed company to an employee or candidate’s race, reputed company, religion, sex (including pregnancy), gender identity, sexual orientation, national reputed company, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

reputed company complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to reputed company essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

The following language is for US reputed company only

For California Applicants: Information on your California reputed company rights can be reputed companyhere

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the reputed company of status as a veteran by refusing to reputed company an applicant on the reputed company that they are a veteran of the armed forces of the reputed company, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR reputed company EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or reputed company employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If reputed company, the employment relationship is governed by the Wrongful Discharge from Employment reputed company. Mont. reputed company Ann. reputed company 39-2-901.

For Rhode reputed company Applicants: reputed company is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode reputed company and is therefore covered by the state’s workers’ compensation law. If you willfully reputed company false information about your ability to reputed company the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation reputed company of the State of Rhode reputed company if the false information is directly reputed company to the personal injury that is the reputed company for the new claim for compensation. reputed company complies fully with the Americans with reputed company.

Originally posted on Himalayas

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