Wealth Tax Manager: Planning & Advisory

Focus Financial Partners; Missouri; On-site; 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 mentor staff and coordinate with wealth advisors to deliver proactive tax planning solutions.

The role requires 5+ years of tax experience and credentials (CPA/EA/JD). Base pay ranges from $110,000 to $130,000 with a comprehensive benefits package and potential bonus.

Qualifications

• CPA/EA/JD credential with 5+ years of tax experience; public accounting or wealth management experience preferred.
• Experience serving high-net-worth individuals and families and related tax returns.
• Strong knowledge of federal/state income tax, fiduciary, gift and estate tax concepts.
• Ability to manage engagements and ownership of client deliverables through completion.

Responsibilities

• Identify tax planning opportunities with wealth advisors and client service teams to support clients' broader objectives.
• Research tax issues, prepare clear recommendations, and communicate findings to clients and staff.
• Manage client engagements, workflow, deadlines, review processes, and coordination with staff.
• Build and maintain strong client relationships through proactive communication and timely responses.
• Incorporate multi-state planning, stock options, and charitable planning into client recommendations.
• Review and guide tax preparers and seasonal staff during busy season.

Skills

CPA/EA/JD

Tax planning

Client relations

Mentoring staff

Education

CPA/EA/JD credential

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, trusts, estates, and closely held businesses. You will mentor staff and coordinate with wealth advisors to deliver proactive tax planning solutions.

The role requires 5+ years of tax experience and credentials (CPA/EA/JD). Base pay ranges from $110,000 to $130,000 with a comprehensive benefits package and potential bonus.