Tax Manager
About the role
Gelfand, Rennert & Feldman is seeking a Tax Manager to join our team of dedicated professionals. The position can be based out of 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.
- Communicate 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
- Aid 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
- Assist with 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
Pay
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.
Benefits
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.
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.