Wealth Tax Manager - Client Advisory & Planning

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

Benefits offered by this job

Annual bonus

Benefits package

401(k)

Job summary

Focus Partners is seeking a Tax Manager to provide tax compliance, planning, and advisory services for high-net-worth individuals, families, estates, and closely held businesses. You will partner with wealth advisors, manage complex engagements, review returns, and mentor tax staff while delivering proactive planning insights.

The role emphasizes coordinating with client service teams, staying current on tax developments, and delivering high-quality client service across multi-state and

Qualifications

• CPA, EA, JD, or comparable advanced tax credential with 5+ years of relevant tax experience.
• Experience serving high-net-worth individuals and families, including fiduciary, gift, foundation, partnership, and closely held business returns.
• Strong knowledge of federal/state income tax, fiduciary income tax, gift/estate tax concepts, charitable planning, stock compensation, multi-state compliance.
• Ability to manage engagements, meet deadlines, and own client deliverables.
• Strong written/verbal communication skills to explain tax concepts clearly.
• Proficiency with Microsoft Office (Excel) and tax planning/ workflow tools.

Responsibilities

• Identify tax planning opportunities with wealth advisors to support financial objectives.
• Research tax issues, prepare clear recommendations, and communicate findings to clients.
• Manage client engagements, workflow, deadlines, and coordination with staff.
• Build strong client relationships through proactive communication and high-quality service.
• Collaborate with wealth management teams on income, fiduciary, gift, and multi-state planning.
• Review and coach tax preparers and seasonal staff during busy seasons.
• Assist with internal education, process improvements, and practice standards.
• Monitor tax law developments and share insights via newsletters or presentations.
• Prepare and review federal, state, and local returns for individuals, trusts, estates, partnerships, and corporations.

Skills

Tax planning

Tax compliance

Client relationships

Mentoring staff

Research tax issues

Multi-state tax

Communication

Office/MS Excel

Tax concepts explanation

Education

CPA/EA/JD or equivalent

Tools

ProSystem fx Tax

CCH Axcess

BNA Income Tax Planner

Job description

Focus Partners is seeking a Tax Manager to provide tax compliance, planning, and advisory services for high-net-worth individuals, families, estates, and closely held businesses. You will partner with wealth advisors, manage complex engagements, review returns, and mentor tax staff while delivering proactive planning insights.

The role emphasizes coordinating with client service teams, staying current on tax developments, and delivering high-quality client service across multi-state and