Tax Strategy Manager
True North Advisors
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • United States
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About the role
- 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.
Requirements
- Bachelor’s degree in accounting, finance, or related field(s)
- CPA required and CFP® preferred
- 6+ years of relevant experience required
- 4+ years of tax preparation or audit experience as well as familiarity with ultra-high net worth individuals is strongly preferred
- Experience preparing or auditing complex personal and business tax return filings
- Experience developing and communicating tax mitigation strategies to clients
- Strong communication and interpersonal skills
- Strong analytical and research skills
- Ability to manage large projects and prioritize workload
- Must consent to and have favorable credit report and background check.
- Ability to consistently display True North’s Core Values
Benefits
- Competitive base salary
- Competitive bonus potential based on successful execution of firm goals and individual performance metrics
- 15 days of Paid Time Off(PTO)for new employees; increases to18 days after the second year and increases from there per a schedule
- Volunteer Time Off (VTO)
- Telecommuting opportunities
- 401(k) with employer contribution
- Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
- Employer reimbursement for professional designations and continuing education
- Free Financial Planning services for employees and their spouses
- Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax preparationtax audittax planningtax mitigation strategiesresearchcontent developmentchecklist generationdecision treesprocess guidesfinancial analysis
Soft Skills
communicationinterpersonal skillsanalytical skillsproject managementprioritizationteam collaborationclient engagementeducational material developmentstrategic thinkingadaptability
Certifications
CPACFP