Tax Jobs

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. · Bachelor's 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 $80,000 - $95,000 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 applicant’s 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 candidate’s experience and education. #LI-JR1 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.

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. · Bachelor's 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 $80,000 - $95,000 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 applicant’s 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 candidate’s experience and education. #LI-JR1 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, visit focuspartners.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 . 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 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.

Job Description: Jambrina CPA is a local tax and accounting office located close to the heights. The company is a growing firm with a professional working environment with opportunities for growth and development. Responsibilities: Research, consult and proffer resolution to all IRS notices and other tax authorities. Manage and execute complete tax projects in a wide variety of industries. Provide tax planning, consulting, and compliance expertise to clients. Train and mentor associates and interns on tax projects Review tax returns prepared by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities. · Review client’s current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure. Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service. Deliver a full range of State and Local Tax services including tax return preparation and review, tax research, preparation of technical memorandums, drafting client correspondence, and counseling client in defending against state audits. Research all state & local tax issues and develop appropriate solutions that impact clients’ financial position. Special projects and process improvement initiatives. Qualification/ Requirement: The ideal candidate should demonstrate: Enrolled Agent License certification (required). Bachelor’s degree in Accounting (required). Minimum of 5 years of U.S. federal and state tax compliance experience. Experience with international tax compliance (required). Proficiency in Thomson Reuters Tax Software (required). Spanish language skills (preferred). Strong skills in Microsoft Excel, organization, communication, and analysis. Ability to work independently, meet deadlines, and adapt to changing priorities.

Why Join Us? At Frost, we believe in more than just numbers. We understand the value of work-life balance, continuous learning, and making an impact. Our Tax Managers are pivotal in shaping the financial futures of our diverse clientele while fostering a collaborative and innovative work environment. What You'll Do: Client Advisory: Serve as a trusted advisor, helping clients navigate complex tax landscapes and develop effective strategies. Team Leadership: Mentor and develop our talented staff, seniors, and supervisors, nurturing a culture of growth and learning. Tax Expertise: Engage in comprehensive tax planning and compliance, managing intricate tax returns and special service engagements. Client Engagement: Maintain ongoing relationships with clients, understanding their business needs beyond tax-related aspects. Project Management: Efficiently manage project timelines and budgets, ensuring high-quality deliverables. Network Building: Expand your professional network, contributing to our firm's growth and client retention. Problem Solving: Provide innovative solutions and resolutions to complex tax issues. What We're Looking For: Bachelor's degree in accounting or related field. A minimum of seven tax seasons of experience. Certified Public Accountant (CPA) license. Public Accounting experience. Preferred experience in Agribusiness and mid to large-size tax firms. Proficiency  with CCH Axcess, CCH Prosystems fx Engagement, CCH AnswerConnect and other tax preparation / research softwares. Willingness to travel across the United States (20-40 nights/year). Ability to work extended hours during busy seasons. What's In It For You? Competitive Compensation: We offer a salary that values your expertise and experience. Generous PTO: Ample paid time off to recharge and enjoy life outside of work. Comprehensive Benefits: Medical, dental, and vision programs. 401(k) Retirement: Secure your future with our robust retirement plan. Education Reimbursement: We support your continuous learning journey. Career Growth: Access to our Coaching and Mentoring Program and internal learning opportunities. Professional Memberships: We cover fees for business, civic, and professional organizations. Well-being Resources: Support for your emotional well-being. Life and Disability Insurance: Peace of mind with our paid insurance programs. Parental Leave: Paid maternity and paternity leave. CPE Memberships: We cover your membership fees to state CPA societies and the AICPA. Paid CPE: Continuous professional education on us. The Frost Experience: Initial Screening: A phone call to understand your fit for the role. Panel Interviews: Engage with HR and potential colleagues to discuss your future with us. Feedback Loop: Transparent communication throughout the hiring process. Who is Frost? Frost PLLC is a forward-thinking, full-service accounting firm dedicated to personalized financial advice. Our services span tax, assurance, advisory, business valuation, litigation, and animal welfare. We value respect, communication, and a can-do attitude in our associates. Join us if you want a career that balances professional excellence with a fulfilling personal life. *Please note that a detailed job description will be provided to all candidates who advance to the interview stage. This will give you a comprehensive understanding of the role and the exciting opportunities it offers. Frost, PLLC’s policy is not to accept unsolicited referrals or resumes from any source that does not have a signed vendor agreement and directly from employees and candidates. Frost, PLLC will not consider unsolicited referrals and/or resumes from vendors who do not have a signed vendor agreement with Frost, PLLC. (e.g. search firms, staffing agencies, fee-based referral services, and recruiting agencies.) Any resume or CV submitted to an employee of Frost, PLLC, without a signed vendor agreement in place within the last year will be considered Frost's property. To be duly considered for a vendor agreement with Frost, PLLC, all formal requests must be exclusively submitted to  hr@frostpllc.com . Any communication through alternative channels shall be deemed invalid for consideration.