Tax Operations Leader: Pipeline & Client Excellence

Focus Financial Partners; St. Louis (MO); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental, vision

401(k)

Job summary

Focus Partners Wealth is seeking a Tax Administration & Operations Manager to oversee the tax return pipeline, coordinate client onboarding, and maintain critical data with an emphasis on timely delivery and exceptional client service.

The role drives process improvements, leads cross-functional initiatives, and partners with Wealth Management, Compliance, Finance, and Marketing. Hybrid work may follow after six months; base salary ranges noted in the posting.

Qualifications

• 5+ years in tax administration or related roles in professional services
• Strong ability to manage high-volume workflows and client onboarding
• Experience with process improvements and technology implementations
• Excellent communication with diverse stakeholders

Responsibilities

• Oversee the tax return pipeline from onboarding through filing and delivery
• Coordinate client onboarding and account setup
• Develop operational dashboards and reporting
• Lead process improvements and cross-functional initiatives
• Support change management and technology enhancements
• Train and mentor staff on workflows and client service

Skills

Tax administration

Workflow management

Client service

Project coordination

Analytical skills

Data management

Organizational skills

Communication

Education

Bachelor's degree preferred

Tools

Microsoft Office (Excel/Outlook/PowerPoint)

Tax workflow software

Practice management tools

Job description

Focus Partners Wealth is seeking a Tax Administration & Operations Manager to oversee the tax return pipeline, coordinate client onboarding, and maintain critical data with an emphasis on timely delivery and exceptional client service.

The role drives process improvements, leads cross-functional initiatives, and partners with Wealth Management, Compliance, Finance, and Marketing. Hybrid work may follow after six months; base salary ranges noted in the posting.