Tax Planning Manager

Responsibilities

• Partner 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.
• Collaborate closely with the estate planning team to integrate tax, trust, estate, and investment considerations into unified planning recommendations.
• Review client tax returns to identify planning opportunities related to deductions, credits, loss harvesting, entity selection, and income timing.
• Support the design of tax‑aware investment strategies (e.g., asset location, tax-loss harvesting frameworks, use of tax-efficient vehicles) in coordination with the investment team.
• Take comprehensive client financial data and create detailed financial plans to include scenario modeling, retirement planning, cash-flow analysis and goal-based planning.
• Support advisors in preparing for client meetings by gathering and analyzing relevant financial data.
• Contribute to internal tools development, templates, calculators, and workflows that standardize and scale tax and financial planning within our proprietary platform.
• Participate in advisor training, office hours, and webinars to elevate tax and financial planning literacy and adoption across the advisor base.
• Monitor relevant tax law changes and communicate their planning implications to advisors and internal stakeholders.
• Ensure all planning and recommendations adhere to the firm’s fiduciary, compliance, and documentation standards.

Requirements

Education:

• Bachelor’s degree in accounting, finance, economics, or a related field
• CFP and CPA/EA
• Advanced degree/designation (e.g., MST, JD with LLM in Taxation, or MBA) a plus

Experience:

• 3-4 years of experience in tax planning and advice
• Experience in financial planning preferably within an RIA, multifamily office, public accounting firm, or private bank.

Skills:

• Strong technical knowledge of individual income taxation, retirement plan rules, charitable strategies, and basic estate and gift tax concepts.
• Experience reading and interpreting individual, trust, and small-business tax returns (Forms 1040, 1041, 1065, 1120‑S, etc.).
• Demonstrated ability to translate complex tax and planning topics into clear, actionable guidance for advisors and clients.
• Familiarity with financial planning software and tax modeling tools (e.g., eMoney, MoneyGuide, RightCapital, Holistiplan, or similar) is preferred.

Nice-to-Haves

• Experience managing a small team of professionals
• Experience working with a technology-first company