True North Advisors · 3 weeks ago
Manager of Tax Strategy
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
6+ years expTrue North Advisors is seeking a Manager of Tax Strategy to join their Wealth Planning team. This role involves providing tax-related guidance, developing educational content, and monitoring regulatory changes to assist high-net-worth clients. The position offers remote work flexibility and reports to the Director of Wealth Planning.
ConsultingFinanceFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
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
Bonus potential based on successful execution of firm goals and individual performance metrics
Generous Paid Time Off (PTO)
Volunteer Time Off (VTO)
Telecommuting opportunities
401(k) with employer contribution
Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
Employee-only premiums for medical, life, and short-term and long-term disability insurance covered 100% by the True North
Year-round engagement events which include happy hours, coffee chats, lunches, and more!
Company
True North Advisors
True North Advisors provides company owners, entrepreneurs, and families with asset management, family wealth planning.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-01-24Private Equity
Leadership Team
Dhruv Maniktala
Chief Investment Officer, Partner
Michael Anderson, JD, CFP ®
Senior Wealth Manager, Partner
Recent News
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