The Tax Planning Manager serves as an internal firm “expert” on tax planning and will develop tax reduction strategies for clients. This position is responsible for being the company’s primary tax resource for the company and directly contributes to the tax and estate planning process for all clients.

This position works closely with members of the planning team to analyze data and present specific tax recommendations/solutions that will be incorporated into the comprehensive financial plan which is provided to clients by the Financial Advisor.


  • Analyze data & provide tax-optimized planning recommendations and strategies for active and prospective clients.
  • Review tax and estate planning documents, related tax information, and other applicable financial planning data.
  • Consult with Advisors to determine appropriate recommendations
  • Ensure that all tax-related research and data gathering is complete and presentation materials are prepared in a timely fashion.
  • Schedule internal tax-related meetings/training, as needed and providing appropriate follow-up.
  • Update selected client tax plans yearly.


  • Bachelor’s degree and CPA designation required.
  • 5+ years of experience in financial or accounting services is required.
  • CFP® designation is helpful but not required.
  • Comprehensive knowledge of tax and estate planning (including tax estimation and minimization)
  • Proficiency with Excel is required.
  • Competency utilizing software applications (Bloomberg Income Tax Planner, eMoney) is preferred.


Candidates should submit a resume to