True North Advisors

• Serve as the firm’s internal tax resource by reviewing inquiries related to tax returns, planning strategies, and general tax matters, and conducting research as needed to provide clear, accurate guidance to advisors and internal teams.
• Develop tax-focused content (articles, presentations, guides, etc.) for use with clients and prospects.
• Monitor legislative and regulatory changes that could impact planning strategies for high-net-worth clients and communicate relevant updates to the firm.
• Develop tax-focused trainings and educational materials for the firm.
• Assist the wealth planning team with the generation of checklist, decision trees, and process guides.
• Attend internal meetings with advisory and business development teams to provide tax planning guidance and to assist in the development of strategies tailored to client needs.
• Participate in client and prospect meetings (as needed) to provide subject-matter expertise on tax planning strategies, regulatory updates, and implications for their overall financial picture.
• Assist the planning team in sourcing and interviewing third-party tax advisors to partner with our firm.
• Assist with internal projects and wealth-planning tasks that are not tax-related, as assigned.

Tax Strategy Manager