Remote Tax Manager: High-Net-Worth Planning & Advisory

Focus Partners Wealth; Missouri; Remoto; USD 110.000 - 130.000; Tempo pieno

Descrizione del lavoro

Focus Partners Wealth is seeking a Tax Manager to provide tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, estates, and closely held businesses. You will work with wealth advisors to identify tax-saving opportunities and deliver proactive planning solutions.

Key responsibilities include coordinating engagements, mentoring staff, reviewing returns, and communicating complex tax concepts clearly to clients and internal teams.

Competenze

• A CPA, EA, JD, or comparable advanced tax credential with 5+ years of tax experience.
• Experience serving high-net-worth individuals and families.
• Strong written and verbal communication skills.
• Proficiency with MS Office including Excel.
• Experience with ProSystem fx Tax, CCH Axcess, and BNA Income Tax Planner; Big Four or large regional accounting firm experience preferred.

Mansioni

• Identify tax planning opportunities and coordinate with wealth advisors and client service teams to support clients’ broader financial, estate, charitable, and investment objectives.
• Research tax issues, prepare clear recommendations, and communicate findings to clients, advisors, and internal stakeholders in a practical and professional manner.
• Manage client engagements, workflow, deadlines, review processes, and coordination with permanent and seasonal tax staff.
• Build and maintain strong client relationships by providing proactive communication and timely responses to client and advisor inquiries.
• Collaborate with wealth management teams to address income tax, fiduciary tax, gift tax, charitable planning, stock option, and multi-state planning considerations.
• Review and provide guidance to tax preparers and seasonal staff, including coaching during busy season.
• Assist with internal tax education, process improvements, and practice standards that support high-quality service.
• Monitor tax law developments and communicate timely planning insights to advisors and clients.

Conoscenze

Strong communication

Microsoft Excel

Client service mindset

Formazione

CPA/EA/JD credential

Strumenti

ProSystem fx Tax

CCH Axcess

BNA Income Tax Planner

Descrizione del lavoro

Focus Partners Wealth is seeking a Tax Manager to provide tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, estates, and closely held businesses. You will work with wealth advisors to identify tax-saving opportunities and deliver proactive planning solutions.

Key responsibilities include coordinating engagements, mentoring staff, reviewing returns, and communicating complex tax concepts clearly to clients and internal teams.