Tax Manager

Focusfinancialpartners

Remote, United States
Base: $110,000-$130,000pyr; bonus/equity: annual b...
Remote
Tax planning and preparation
High-net-worth individuals
Federal and state filing
The Tax Manager will play an integral part of the Tax Advisory team, responsible for day-to-day activities and expediting all tax activities for the firm

Job Summary

  • The Tax Manager will play an integral part of the Tax Advisory team, responsible for day-to-day activities and expediting all tax activities for the firm.
  • Primary responsibilities include tax planning and preparation for high-net-worth individuals and their entities, ensuring compliance with federal and state filing requirements, and performing technical research.
  • The role requires a CPA, EA, or JD with 5+ years of relevant experience, strong communication skills, and proficiency in Microsoft Office applications.

Matching Summary

The Tax Manager will play an integral part of the Tax Advisory team, responsible for day-to-day activities and expediting all tax activities for the firm.

Salary

Base: $110,000-$130,000/yr; Bonus/Equity: annual bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Tax planning and preparation
  • High-net-worth individuals
  • Federal and state filing
  • Technical tax research
  • Client service collaboration

Nice-to-have

  • Proactive tax liability reduction
  • Effective advisor communication
  • Resource for wealth management teams
  • Educating tax preparation staff

Key Requirements

  • CPA, EA, or JD
  • 5+ years relevant experience
  • Focus on high-net-worth individuals
  • Superb written and verbal communication
  • Proficiency in Microsoft Office

Work Rights

Not specified

Tailored Resume

Cover Letter