Manager of Tax Strategy

True North Advisors; Dallas (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with employer contribution

Comprehensive benefits: medical, dental, vision

15 days PTO, increasing after two years

Free Financial Planning services for employees and spouses

Collaborative culture with engagement events

Job summary

A financial services firm is seeking a Manager of Tax Strategy in Dallas, Texas. The role requires a CPA and 6+ years of experience, including tax preparation for ultra-high-net-worth individuals. Responsibilities include advising clients, developing educational materials, and delivering tax-focused content. This full-time position offers remote work flexibility, competitive benefits, paid time off, and collaborative company culture. The candidate must have excellent communication skills and the ability to manage complex projects.

Qualifications

• 6+ years of relevant experience required.
• 4+ years of tax preparation or audit experience with ultra-high net worth individuals preferred.
• Experience in preparing or auditing complex personal and business tax returns.

Responsibilities

• Serve as the firm’s internal tax resource for inquiries related to tax matters.
• Develop tax-focused content for clients and prospects.
• Monitor legislative changes impacting planning strategies.

Skills

Communication and interpersonal skills

Analytical and research skills

Project management

Education

Bachelor’s degree in accounting, finance, or related field(s)

CPA required

CFP® preferred

Job description

True North Advisors is seeking a Manager of Tax Strategy to join our Wealth Planning team. This role will answer tax-related questions, advise clients & advisors, educate internal teams, and create content for internal & external use. This is a full-time position reporting to the Director of Wealth Planning. The position is based in our Dallas office and offers remote work flexibility.

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.

Required Experience

• 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
• 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 to 18 days after the second year and increases thereafter per schedule
• 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!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.