Tax Manager

Focus Financial Partners; Poland; Remote; PLN 399,000 - 472,000; Full time

Job summary

A financial services firm is looking for a Tax Advisor in Poland to manage tax planning and preparation for high-net-worth clients. Responsibilities include ensuring compliance with filing requirements, analyzing client information, and collaborating with advisors. The ideal candidate has a CPA and at least 5 years of relevant experience. A comprehensive benefits package and compensation range between $110,000-$130,000 per year are offered.

Benefits

Comprehensive benefits package

Annual bonus potential

Qualifications

• Minimum 5 years’ experience in tax preparation for high-net-worth individuals.
• Strong focus on compliance with federal and state filing requirements.
• Ability to work additional hours during busy seasons.

Responsibilities

• Responsible for tax planning and preparation for high-net-worth individuals.
• Analyze client information and collaborate with advisors for tax recommendations.
• Ensure top quality client service while solving issues for clients.

Skills

Attention to detail

Time management

Written and verbal communication

Self-initiative

Education

CPA, EA or JD with 5+ years’ experience

Tools

Microsoft Excel

ProSystem fx Tax

CCH Axcess

BNA Income Tax Planner

Job description

The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals.

Responsibilities

• 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.

Qualifications

• 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; and
• Ability to work individually and in a team atmosphere.
• The willingness and ability to work additional hours, as needed, during busy season.

Preferred Experience

• Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns.
• Experience with ProSystem fx Tax, CCH Axcess, and BNA Income Tax Planner.
• Big Four or large regional accounting firm experience.

Compensation and Benefits

This position is an Exempt role. The annualized base pay range for this role is expected to be between $110,000-$130,000/yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.

About Focus

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. For more information about Focus, please visit www.focusfinancialpartners.com.

Applicant Privacy and Legal Notices

For California Applicants: Information on your California privacy rights can be found here.

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

For Maryland Applicants: It is unlawful to require or demand, as a condition of employment, that any individual submit to or take a polygraph or similar test. Violations are subject to penalties.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. Penalties may apply for violations.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to applicable state workers’ compensation and disability laws. Providing false information about ability to perform essential functions may affect eligibility for workers’ compensation protections. The Company complies with the Americans with Disabilities Act.