Focus Partners Wealth
Finance / FinServ
TaxManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Tax Manager at Focus Partners Wealth. Skills: Tax planning, Tax preparation, Tax research, Individual tax returns, Fiduciary tax returns, High-net-worth individuals. Day-to-day activities of the Tax Advisory team. Expediting all tax activities”
What You'll Achieve.
meeting firm goals; reducing client tax liabilities
Industry & Context.
Effectively solving problems and resolving issues for clients and their advisors; Analyzing client information
willingness and ability to work additional hours, as needed, during busy season
What They're Looking For.
Must Have
CPA, EA or JD, minimum of 5+ years’ relevant experience, demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families, Proficiency in Microsoft Office applications, including Excel, proven ability to learn other technology, Notable attention to detail, self-initiated follow-through, outstanding time management and organizational, Ability to work individually and in a team atmosphere, willingness and ability to work additional hours, as needed, during busy season
Nice to Have
Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns, Experience with ProSystem fx® Tax, CCH Axcess, and BNA Income Tax™ Planner, Big Four” or large regional accounting firm experience
What You'll Do.
Day-to-day activities of the Tax Advisory team
Expediting all tax activities
and supporting the overall tax efforts for the firm
Tax planning and preparation for high-net-worth individuals and their related entities including extensions
Ensuring compliance with all federal and state filing requirements on behalf of clients
Performing technical research to address complex tax issues
Analyzing client information
Offering recommendations for reducing client tax liabilities
Ensuring top quality client service
Communicating effectively with advisors and their clients
Solving problems and resolving issues for clients and their advisors
Acting as a resource to wealth management teams for tax planning
and ongoing education of tax-related developments
Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff
Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters
and/or other communications
How You'll Work.
Team & Collaboration
Working collaboratively with advisors to offer recommendations for reducing client tax liabilities; Ensuring top quality client service in collaboration with the wealth management offering; Communicating effectively with advisors and their clients; Ability to work individually and in a team atmosphere; Acting as a resource to wealth management teams
Communication Scope
Superb written and verbal communication skills; Communicating effectively with advisors and their clients in a timely and professional manner; Communicating relevant tax developments to clients through newsletters, social media, and/or other communications
Full Job Description
Position Summary The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals. Primary Responsibilities Tax planning and preparation for high-net-worth individuals and their related entities; including extensions. Ensuring compliance with all federal and state filing requirements on behalf of clients. Performing technical research to address complex tax issues with the support of a team. Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities. Ensuring top quality client service in collaboration with the wealth management offering. Communicating effectively with advisors and their clients in a timely and professional manner. Effectively solving problems and resolving issues for clients and their advisors. Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments. Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff. Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications. Qualifications A CPA, EA or JD with a minimum of 5+ years’ relevant experience. A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families. Superb written and verbal communication skills. Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology. Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and Abili
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