Farther Finance
Tax Planning Manager
Hybrid - Dallas, TX
Sponsorship not specifiedDetected 30 days ago
LLMsAccountingTax
About the role
- The 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.
Responsibilities
- Collaborate closely with the estate planning team to integrate tax, trust, estate, and investment considerations into unified planning recommendations.
- Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
- Chart your own growth path as we expand
Requirements
- Bachelor's degree in accounting, finance, economics, or a related field
- 4+ years of experience in tax planning and advice
Nice to have
- Familiarity with financial planning software and tax modeling tools (e.g., eMoney, MoneyGuide, RightCapital, Holistiplan, or similar) is preferred.
- Advanced degree/designation (e.g., MST, JD with LLM in Taxation, or MBA) a plus
Benefits
- Full health benefits + 401(k) matching & Roth IRA options
- Take comprehensive client financial data and create detailed financial plans to include scenario modeling, retirement planning, cash-flow analysis and goal-based planning.
- Education qualifications
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