Senior Manager, Tax Advisory & Planning
New
E
Edelman Financial EnginesFinancial planning
Remote, USA; Location: United StatesFull-TimeManager
SalaryThe expected base salary range for this role nationally is $167,000 - $175,000. Additionally, this role may be eligible for a discretionary bonus.
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Job Details
- Experience
- 7+ years of experience with tax planning/tax preparation
- Required Skills
- LLMClient relationship management
Requirements
- Hold a bachelor’s degree or higher in accounting.
- Have a CPA, EA, or LLM in good standing and a clean regulatory history.
- Have 7+ years of experience in tax planning or tax preparation.
- Bring experience in investment taxation, retirement plan optimization, and equity compensation.
- Have experience working directly with clients and supporting client relationships.
- Have experience with tax planning software; Holistiplan is preferred.
- RIA or wealth management firm experience is preferred.
- People leadership experience is preferred.
- Be able to work efficiently in a fast-paced environment and meet deadlines.
- Some travel may be required (5–10%).
Responsibilities
- Advise clients and planners on tax implications, liabilities, and strategies related to clients’ financial plans.
- Respond effectively and promptly to inquiries from clients, planners, partners, and leadership.
- Keep current with accounting and tax issues and legislative changes.
- Build the tax practice, including growing the consulting team and establishing best practices across tax professionals.
- Track trends and best practices in the tax landscape and contribute thought leadership, innovation, and creativity.
- Work with partners to define and deliver tax service enhancements based on new needs or opportunities for optimization.
- Create tax standards and practices that adhere to regulatory standards.
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