Senior Tax Manager - Wealth & Estate Planning

Focus Financial Partners; Missouri; On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Annual bonus

Benefits package

Job summary

Focus Partners in the United States seeks a Tax Manager to deliver tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, estates, and closely held businesses. You will mentor staff and partner with wealth advisors to provide proactive planning and exceptional client service.

Responsibilities include identifying planning opportunities, reviewing returns, guiding staff, and communicating tax insights to clients and internal stakeholders while staying

Qualifications

• CPA/EA/JD credential required or equivalent advanced tax qualification.
• Minimum 5+ years of relevant tax experience; public accounting, family office, or wealth management experience preferred.
• Strong knowledge of federal and state income tax, fiduciary, gift, and estate taxes; multi-state compliance.

Responsibilities

• Provide tax compliance, planning, and advisory services for HNW individuals, families, trusts, estates, and closely held businesses.
• Identify tax planning opportunities and coordinate with wealth advisors to meet client objectives.
• Manage client engagements, workflows, deadlines, and review processes with staff.

Skills

HNW tax knowledge

Strong communication

Team mentorship

Tax planning

Engagement management

Education

CPA/EA/JD credential

Tools

ProSystem fx Tax

CCH Axcess

BNA Income Tax Planner

Job description

Focus Partners in the United States seeks a Tax Manager to deliver tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, estates, and closely held businesses. You will mentor staff and partner with wealth advisors to provide proactive planning and exceptional client service.

Responsibilities include identifying planning opportunities, reviewing returns, guiding staff, and communicating tax insights to clients and internal stakeholders while staying