Tax Manager

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, and 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 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 in a similar role is required

Master's Degree, CPA and/or 6+ years in a similar role is highly preferred

Basic understanding of AgilLink is highly preferred

Familiarity with CCH Axcess required

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.

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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 .

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