Jobs Companies Focus Financial Partners Tax Manager

Sobre esta vaga de Tax Manager na Focus Financial Partners

Focus Financial Partners · Híbrido · Century City, CA; Encino, CA; Chicago, IL; New York, NY; White Plains, NY; Nashville, TN

Position Summary
Gelfand, Rennert & Feldman is seeking a Tax Manager to join our team of dedicated professionals. The Manager is responsible for overseeing all financial and tax aspects related to assigned client accounts.  

This position can be based out of the following locations on a hybrid basis: Encino, CA, Century City, CA, Chicago, IL, New York, NY, White Plains, NY, or Nashville, TN. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. 

Primary Responsibilities

  • Supervise and train assigned Staff Accountants and Account Managers
  • Review and possibly prepare moderate to complex, multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and an emphasis on trusts)
  • Stay abreast of changing state and federal laws, policies, and economic/political climate which may affect clients’ finances
  • Supervise and review Staff Accountant’s and/or Senior Staff Accountant’s preparation of moderately complex tax returns
  • Conduct tax research and multi-jurisdictional planning, and foreign touring clearances
  • Review financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.
  • Communication with clients and client representatives via phones, email, and in-person meetings
  • Act as a coach and trainer to develop staff members into efficient and effective client team members, and address performance issues and concerns as needed
  • Assist Managing Director in identifying and onboarding prospective clients
  • Support Account Managers to provide highest level of customer service by assisting with contracts, budgeting, home purchases, tours, and year-end
  • Other projects and duties as assigned

Qualifications

  • Bachelor's degree with at least 4+ years of experience with multi-state tax returns, with an emphasis on trusts (in addition to individual, S corporation, C corporation, partnership, and estate)
  • Master's Degree, CPA and/or 6+ years in a similar role is highly preferred
  • CCH Axcess is required
  • Basic understanding of AgilLink is highly preferred
  • Proven knowledge of auditing standards, procedures, laws and rule/regulations
  • Sense of urgency and demonstrated ability to follow through
  • Commitment to professionalism and accuracy
  • Strong interpersonal skills to create and maintain a trusting relationship with staff and clients
  • Prior exposure to royalties, touring services, music publishing and record label administration is highly preferred 

The annualized base pay range for this role is expected to be between $135,000 - $175,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.

 

Gelfand, Rennert & Feldman is an Equal Opportunity Employer.

For information on our Job Applicant Privacy Notice, please click here.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.

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Como este salário de Tax Specialist se compara

Esta vaga paga $155,000/yrem linha com da faixa típica para vagas de Tax Specialist.

$78,100 a mediana $137,500 $195,345

Faixa típica $104,395–$162,665/yr, com base em 199 vagas de Tax Specialist comparáveis na JobsRadar (pagamento anualizado em USD). Ver insights salariais de Tax Specialist →

Sobre a Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. These include:

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. 

 

We believe talent is central to realizing our vision—so we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.

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