Father Gabriel Richard High School - Ann Arbor, Michigan

Tax Planning Manager

Father Gabriel Richard High School - Ann Arbor, Michigan

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • United States

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About the role

  • 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

  • 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
  • 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.
  • 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.
Benefits
  • Competitive comp package that rewards impact
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax analysismarginal rate modelingRoth conversion analysistax-efficient withdrawal strategiescharitable planningstock option planningfinancial planningscenario modelingcash-flow analysistax-aware investment strategies
Soft Skills
collaborationcommunicationanalytical skillsclient relationship managementtrainingproblem-solvingattention to detailadaptabilityorganizational skillsability to simplify complex topics
Certifications
CFPCPAEAMSTJD with LLM in TaxationMBA