Tax Administration & Operations Manager

LE0123 Focus Partners Wealth LLC; Clayton (MO); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Annual cash bonus

Benefits package

Job summary

Focus Partners seeks a Tax Administration & Operations Manager to oversee the tax return pipeline, coordinate client onboarding, and support process improvements in a fast-growing environment. This on-site role may transition to hybrid after six months based on performance and business needs.

Reporting to the Managing Director, Solutions Operations, you will collaborate with tax professionals, advisors, and internal teams to deliver exceptional client service through proactive communication

Qualifications

• 5+ years in tax administration/operations or related roles within professional services.
• Experience managing high-volume workflows and onboarding processes.
• Strong communication with diverse stakeholders.

Responsibilities

• Oversee tax return pipeline from onboarding to filing and delivery.
• Serve as primary client contact for communications with advisors and internal teams.
• Coordinate client onboarding, including setup, data collection, and status updates.
• Monitor deadlines, extensions, and e-file acceptances to ensure timely engagements.
• Develop and maintain operational dashboards and reporting for pipeline performance.

Skills

Tax administration

Workflow management

Client service

Project coordination

Communication

Analytical skills

Education

Bachelor's degree

Tools

Excel

PowerPoint

Tax workflow software

Practice management tools

Job description

Job Description Summary

Focus Partners is seeking a Tax Administration & Operations Manager to join our team! We are seeking an experienced, detail-oriented, and client-focused Tax Administration & Operations Manager to join our growing Tax Administration and Operations team. This role is ideal for a professional who excels at managing complex workflows, fostering strong interpersonal relationships, and driving operational excellence in a fast-paced, high-growth environment. Reporting to the Managing Director, Solutions Operations, this individual will serve as a key operational leader responsible for overseeing the tax return pipeline, coordinating client onboarding, maintaining critical tax data, and supporting process improvement initiatives across the department. The ideal candidate combines strong analytical and organizational skills with a proactive, solutions-oriented mindset and a passion for delivering exceptional client service. This position is primarily on-site, with the opportunity to transition to a hybrid work arrangement after six months based on performance and business needs.

Job Description

Primary Responsibilities

• Manage and oversee the tax return pipeline, ensuring timely progression of client engagements from onboarding through filing and delivery.
• Serve as a primary point of contact for clients, advisors, and internal stakeholders, providing proactive communication and exceptional service throughout the tax engagement lifecycle.
• Coordinate and manage client engagement, including account setup, workflow creation, document collection, client service and status questions from clients and advisors.
• Monitor return status, filing deadlines, extension requirements, e-file acceptances, and outstanding deliverables to ensure timely completion of tax engagements.
• Maintain, organize, and analyze tax-related data to support operational reporting, workflow management, capacity planning, and decision-making.
• Partner with tax professionals, advisors, and operations teams to resolve workflow challenges, prioritize work, and improve service delivery for internal stakeholders as well as clients.
• Support and lead operational projects focused on process improvement, technology enhancements, workflow optimization, and team scalability.
• Assist in change management initiatives, helping teams adopt new processes, technologies, and best practices to support firm growth.
• Develop and maintain operational dashboards, reports, and tracking mechanisms to provide visibility into pipeline performance and key operational metrics.
• Identify opportunities to enhance efficiency, accuracy, and overall client experience through continuous process improvement.
• Train and mentor team members on operational processes, workflow tools, and client service standards.
• Collaborate with Wealth Management, Compliance, Finance, Marketing, and other internal departments to support cross-functional initiatives and strategic objectives.
• Assist leadership with special projects, integration efforts, capacity planning, and operational initiatives that support the continued growth of the tax practice.
• Assist with operational and administrative functions of the tax practice, including document scanning, workflow processing, data management, return packaging, shipping, and other client service support activities as needed.

Qualifications

• 5+ years of experience in tax administration, tax operations, client service, workflow management, project coordination, or a related role within public accounting, wealth management, financial services, or a professional services organization.
• Demonstrated experience managing high-volume workflows, return pipelines, client onboarding processes, operational initiatives, or similar.
• Strong client relationship management skills with a proven ability to communicate effectively with diverse stakeholders.
• Experience participating in or leading projects involving process improvements, technology implementations, system enhancements, or organizational change.
• Strong analytical, and data management skills with the ability to identify trends and make informed recommendations.
• Excellent organizational and project management abilities, with a proven capacity to manage multiple priorities and deadlines simultaneously.
• Strong interpersonal and communication skills, with the ability to build relationships across all levels of the organization.
• Adaptable and growth-oriented mindset with a desire to take on increasing responsibility and pursue leadership opportunities within a rapidly expanding firm.
• Bachelor's degree preferred.
• Advanced proficiency in Microsoft Office Suite, particularly Excel, Outlook, and PowerPoint.
• Experience with tax workflow software, and practice management tools preferred.

This position is an exempt position.

Salary and Benefits

The annualized base pay range for this role is expected to be between $80,000 - $95,000 per year base salary compensation range. Actual base 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 skill set. The base 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, vision, life insurance, and 401(k).

Focus Partners Overview

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.

Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn. #LI-JR1

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

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus 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 perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

The following language is for US based roles only 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 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 CONTINUED 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 continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. 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 Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform 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 Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

All too often, the financial world is one where competitiveness gets in the way of teamwork. If a more collaborative approach sounds like a better atmosphere, we might be a great fit. We're always looking for more bright minds to add to our team. Looking for more information? We'd love to connect. Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions. Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions. We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.