Tax Planning Manager

u003cpu003eu0026nbsp;u003c/pu003enu003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eThe Tax Planning Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm's financial advisors and the Strategic Wealth Advisory Team. This role focuses on complex deep tax analysis in conjunction with financial planning, integrating income tax, estate, and business considerations into holistic client strategies for a wide spectrum of client households. This position offers an opportunity to grow and mentor within the industry while contributing to the evolution of modern wealth management.u003c/pu003enu003ch3u003eYour Impactu0026nbsp;u003c/h3u003enu003culu003enu003cliu003ePartner with financial advisors nationwide to perform detailed tax analysis, including marginal rate modeling, Roth conversion analysis, tax-efficient withdrawal strategies, charitable planning, stock option and equity comp planning, and entity-structure implications.u003c/liu003enu003cliu003eCollaborate closely with the estate planning team to integrate tax, trust, estate, and investment considerations into unified planning recommendations.u003c/liu003enu003cliu003eReview client tax returns to identify planning opportunities related to deductions, credits, loss harvesting, entity selection, and income timing.u003c/liu003enu003cliu003eSupport the design of taxaware investment strategies (e.g., asset location, tax-loss harvesting frameworks, use of tax-efficient vehicles) in coordination with the investment team.u003c/liu003enu003cliu003eTake comprehensive client financial data and create detailed financial plans to include scenario modeling, retirement planning, cash-flow analysis and goal-based planning.u003c/liu003enu003cliu003eSupport advisors in preparing for client meetings by gathering and analyzing relevant financial datau003c/liu003enu003cliu003eContribute to internal tools development, templates, calculators, and workflows that standardize and scale tax and financial planning within our proprietary platform.u003c/liu003enu003cliu003eParticipate in advisor training, office hours, and webinars to elevate tax and financial planning literacy and adoption across the advisor base.u003c/liu003enu003cliu003eMonitor relevant tax law changes and communicate their planning implications to advisors and internal stakeholders.u003c/liu003enu003cliu003eEnsure all planning and recommendations adhere to the firm's fiduciary, compliance, and documentation standards.u003c/liu003enu003c/ulu003enu003ch3u003eThe Ideal Matchu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eEducation qualificationsu003c/liu003enu003culu003enu003cliu003eBachelor's degree in accounting, finance, economics, or a related fieldu003c/liu003enu003cliu003eCFP and CPA/EAu003c/liu003enu003cliu003eAdvanced degree/designation (e.g., MST, JD with LLM in Taxation, or MBA) a plusu003c/liu003enu003c/ulu003enu003cliu003e3-4 years of experience in tax planning and adviceu003c/liu003enu003cliu003eExperience in financial planning preferably within an RIA, multifamily office, public accounting firm, or private bank.u003c/liu003enu003cliu003eStrong technical knowledge of individual income taxation, retirement plan rules, charitable strategies, and basic estate and gift tax concepts.u003c/liu003enu003cliu003eExperience reading and interpreting individual, trust, and small-business tax returns (Forms 1040, 1041, 1065, 1120S, etc.).u003c/liu003enu003cliu003eDemonstrated ability to translate complex tax and planning topics into clear, actionable guidance for advisors and clients.u003c/liu003enu003cliu003eFamiliarity with financial planning software and tax modeling tools (e.g., eMoney, MoneyGuide, RightCapital, Holistiplan, or similar) is preferred.u003c/liu003enu003c/ulu003enu003ch3u003eBonus Pointsu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eExperience managing a small team of professionalsu003c/liu003enu003cliu003eExperience working with a technology-first companyu003c/liu003enu003c/ulu003enu003cpu003eu0026nbsp;u003c/pu003enu003ch3u003eWhy Join Usu003c/h3u003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003c/ulu003enu003ch4u003eReady to disrupt wealth management? Let's talk!u003c/h4u003e