# Tax Planning Manager
**Company:** [Farther Finance](https://hotfix.jobs/companies/farther-finance)
**Location:** Dallas, TX
**Experience:** 3+ years
**Skills:** Cfp, CPA, Ea, Emoney, Moneyguide, Rightcapital, Holistiplan, Roth Conversion Analysis, Tax-Loss Harvesting, Financial Planning Software, Income Taxation, Tax Return Analysis, Charitable Planning, Estate Planning, Retirement Planning
**Posted:** 2026-05-04
> Delivers tax-informed financial plans partnering with advisors, performing deep tax analysis including Roth conversions, withdrawal strategies, and estate integration. Reviews tax returns, builds scenario models, and develops internal tools for a fintech wealth management firm.
## Job Description
## 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
**Apply:** https://hotfix.jobs/jobs/tax-planning-manager-at-farther-finance-06cb9925-a752-4848-be03-1deff44b1eb2
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