Tax Manager

LE0123 Focus Partners Wealth LLC; Missouri; Hybrid; USD 110,000 - 130,000; Full time

Job summary

Focus Partners 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 partner with wealth advisors to identify tax-saving opportunities and mentor staff while delivering exceptional client service and proactive planning insights.

Qualifications

• The candidate must hold a CPA/EA/JD or equivalent advanced tax credential with at least 5+ years of relevant tax experience.
• Public accounting, family office, or wealth management background is preferred.
• Experience serving high-net-worth individuals and families with various tax returns.

Responsibilities

• Identify tax planning opportunities and coordinate with wealth advisors and clients to meet objectives.
• Research tax issues, prepare recommendations, and communicate findings clearly.
• Manage client engagements, workflow, deadlines, and staff coordination.
• Build strong client relationships through proactive communication and timely responses.
• Collaborate on income tax, fiduciary tax, gift tax, and multi-state planning.
• Review returns and guide tax preparers and seasonal staff.
• Support internal tax education and process improvements.
• Monitor tax law developments and share insights via newsletters and client communications.
• Perform and manage compliance and planning services for various entities, including extensions and projections.

Skills

CPA/EA/JD

High-net-worth experience

Client service

Mentoring staff

Communication skills

Excel proficiency

Education

Advanced tax credential

Tools

ProSystem fx Tax

CCH Axcess

BNA Income Tax Planner

Job description

Job Description Summary

The Tax 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 wealth advisors to identify tax-saving opportunities, manages complex tax engagements, reviews returns, and delivers strategic guidance to clients. The Tax Manager also supports and mentors tax staff while helping ensure exceptional client service and proactive tax planning solutions.

Primary Responsibilities

• 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, high-quality service, and timely responses to client and advisor inquiries.
• Collaborate with wealth management teams to incorporate income tax, fiduciary tax, gift tax, charitable planning, stock option, and multi-state planning considerations into client recommendations.
• Review and provide guidance to tax preparers and seasonal staff, including technical coaching and feedback during busy season.
• Assist with internal tax education, process improvements, and practice standards that support consistent, high-quality client service.
• Monitor relevant tax law developments and assist with communicating timely planning insights to advisors and clients through newsletters, presentations, social media, and other client communications.
• Perform and manage tax compliance and planning services for high-net-worth individuals, families, trusts, estates, private foundations, closely held businesses, and related 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.

Qualifications

• A CPA, EA, JD, or comparable advanced tax credential, with a minimum of 5+ years of relevant tax experience.
• Public accounting, family office, or wealth management experience preferred.
• Experience serving high-net-worth individuals and families, including individual, fiduciary, gift, foundation, partnership, and closely held business tax returns.
• Strong working knowledge of federal and state income tax, fiduciary income tax, gift and estate tax concepts, charitable planning, stock compensation, and multi-state compliance matters.
• Ability to manage engagements, meet competing deadlines, support staff, and maintain ownership of client deliverables through completion.
• Strong written and verbal communication skills, including the ability to explain tax concepts clearly to clients and advisors.
• Proficiency in Microsoft Office applications, including Excel, and ability to learn and use tax, planning, workflow, and document management technology.
• Strong attention to detail, self-initiated follow-through, sound professional judgment, and strong time management and organizational skills.
• Ability to work independently and collaboratively within a client-focused, team-oriented wealth management environment.
• Willingness and ability to work additional hours, as needed, during peak tax filing and planning seasons.
• Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns preferred.
• Experience with ProSystem fx Tax, CCH Axcess, and BNA Income Tax Planner; and Big Four or large regional accounting firm experience preferred.

Salary and Compensation

The annualized base pay range for this role is expected to be between $110,000 - $130,000 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).

About Focus Partners

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.

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 focuspartners.com or follow the company on LinkedIn.

To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

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.

People matter here, not just as a catchphrase, but as a belief. And we're building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. Your experience, your judgment, and your perspective, they matter here. We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting. We’d love to stay connected. Follow us on LinkedIn for the latest company news, career opportunities, and a closer look at what it’s like to be part of our team. Don't see the opportunity for you? Join the prospect pool to stay connected and hear about future opportunities that may be a fit.

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 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 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.