Tax Administration & Operations Manager

Position Summary

Focus Partners Wealth is seeking a Tax Administration & Operations Manager to join our team! We are seeking an experienced detail-oriented and client-focused Tax Administration & Operations Manager to join our growing Tax Administration and Operations team. This role is ideal for a professional who excels at managing complex workflows fostering strong interpersonal relationships and driving operational excellence in a fast-paced high-growth environment.

Reporting to the Managing Director Solutions Operations this individual will serve as a key operational leader responsible for overseeing the tax return pipeline coordinating client onboarding maintaining critical tax data and supporting process improvement initiatives across the department. The ideal candidate combines strong analytical and organizational skills with a proactive solutions-oriented mindset and a passion for delivering exceptional client service.

This position offers opportunities for professional growth and career advancement within a growing firm making it an excellent fit for someone interested in building a long-term career in operations leadership.

This position is primarily on-site with the opportunity to transition to a hybrid work arrangement after six months based on performance and business needs.

Primary Responsibilities

Manage and oversee the tax return pipeline ensuring timely progression of client engagements from onboarding through filing and delivery.

Serve as a primary point of contact for clients advisors and internal stakeholders providing proactive communication and exceptional service throughout the tax engagement lifecycle.

Coordinate and manage client engagement including account setup workflow creation document collection client service and status questions from clients and advisors.

Monitor return status filing deadlines extension requirements e-file acceptances and outstanding deliverables to ensure timely completion of tax engagements.

Maintain organize and analyze tax-related data to support operational reporting workflow management capacity planning and decision-making.

Partner with tax professionals advisors and operations teams to resolve workflow challenges prioritize work and improve service delivery for internal stakeholders as well as clients.

Support and lead operational projects focused on process improvement technology enhancements workflow optimization and team scalability.

Assist in change management initiatives helping teams adopt new processes technologies and best practices to support firm growth.

Develop and maintain operational dashboards reports and tracking mechanisms to provide visibility into pipeline performance and key operational metrics.

Identify opportunities to enhance efficiency accuracy and overall client experience through continuous process improvement.

Train and mentor team members on operational processes workflow tools and client service standards.

Collaborate with Wealth Management Compliance Finance Marketing and other internal departments to support cross-functional initiatives and strategic objectives.

Assist leadership with special projects integration efforts capacity planning and operational initiatives that support the continued growth of the tax practice.

Assist with operational and administrative functions of the tax practice including document scanning workflow processing data management return packaging shipping and other client service support activities as needed.

Qualifications

5 years of experience in tax administration tax operations client service workflow management project coordination or a related role within public accounting wealth management financial services or a professional services organization.

Demonstrated experience managing high-volume workflows return pipelines client onboarding processes operational initiatives or similar.

Strong client relationship management skills with a proven ability to communicate effectively with diverse stakeholders.

Experience participating in or leading projects involving process improvements technology implementations system enhancements or organizational change.

Strong analytical and data management skills with the ability to identify trends and make informed recommendations.

Excellent organizational and project management abilities with a proven capacity to manage multiple priorities and deadlines simultaneously.

Strong interpersonal and communication skills with the ability to build relationships across all levels of the organization.

Adaptable and growth-oriented mindset with a desire to take on increasing responsibility and pursue leadership opportunities within a rapidly expanding firm.

Bachelors degree preferred.

Advanced proficiency in Microsoft Office Suite particularly Excel Outlook and PowerPoint.

Experience with tax workflow software and practice management tools preferred.

This position is an exempt position. The annualized base pay range for this role is expected to be between $80000 - $95000 per year base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

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About Focus Financial Partners

Focus Partners Wealth is an organization of wealth asset and business management resources that brings strength innovation and partnership to client relationships. Through a comprehensive range of services Focus Partners Wealth supports clients at every stage of life helping them manage their financial future. With over $180 billion in regulatory assets under management Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners a leading financial services firm comprised of wealth management family office and business management services. To learn more about Focus Partners Wealth or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates 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 .

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

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.

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 states 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.