Manager of Tax Strategy

The Agency; Dallas (TX); Hybrid; USD 120,000 - 210,000; Full time

Benefits offered by this job

401(k) match

Medical, dental, vision

HSA contribution

PTO 15 days

Volunteer time off

Telecommuting options

Education reimbursement

Financial planning for employees

Job summary

The Agency in Dallas, TX seeks a Manager of Tax Strategy to lead strategic tax initiatives within the Wealth Planning team. You will advise advisors, educate teams, engage with clients, and shape planning strategies for a high-net-worth clientele.

This role offers remote work flexibility and partnership with wealth planning professionals to enhance overall financial planning outcomes.

Qualifications

• CPA is required; CFP preferred.
• 6+ years of relevant experience.
• 4+ years of tax preparation or audit experience, with UHNW familiarity.
• Experience developing and communicating tax mitigation strategies.
• Experience auditing complex personal and business tax returns.

Responsibilities

• Act as internal tax authority advising on returns and planning strategies.
• Develop tax-focused content for clients and prospects.
• Monitor regulatory changes affecting high-net-worth clients and communicate updates.
• Create training materials and educational resources on tax planning.
• Assist wealth planning with checklists, decision trees, and process guides.
• Participate in client and prospect meetings to provide tax planning expertise.
• Support sourcing and evaluation of third-party tax advisors.
• Contribute to broader wealth planning initiatives.

Skills

Analytical skills

Research skills

Communication skills

Project management

Interpersonal skills

Prioritization

Education

Bachelor's degree in Accounting, Finance, or related field

Job description

A well-established, client-focused wealth management and advisory firm is seeking a Manager of Tax Strategy to join its Wealth Planning team. This is a unique role for a tax professional who's ready to step away from traditional compliance work and apply their expertise in a broader, more strategic capacity. Rather than preparing returns, this person will serve as the firm's internal tax authority — advising advisors, educating teams, engaging with clients, and helping shape the planning strategies delivered to a high-net-worth clientele. This role is based in Dallas, TX with remote work flexibility.

Key Responsibilities:

• Serve as the firm's primary internal tax resource, 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 including articles, presentations, and guides for use with clients and prospects
• Monitor legislative and regulatory changes affecting high-net-worth clients and communicate relevant updates across the firm
• Develop tax-focused training materials and educational resources for internal teams
• Assist the wealth planning team with the creation of checklists, decision trees, and process guides
• Attend internal meetings with advisory and business development teams to provide tax planning guidance and contribute to client-specific strategy development
• Participate in client and prospect meetings as needed to provide subject-matter expertise on tax planning, regulatory updates, and their implications for the overall financial picture
• Assist in sourcing and evaluating third-party tax advisors for firm partnerships
• Support broader wealth planning initiatives and internal projects as assigned

Required Qualifications:

• Bachelor's degree in Accounting, Finance, or related field
• CPA required; CFP preferred
• 6+ years of relevant experience
• 4+ years of tax preparation or audit experience, with familiarity with ultra-high-net-worth individuals strongly preferred
• Experience preparing or auditing complex personal and business tax returns
• Experience developing and communicating tax mitigation strategies to clients
• Strong analytical and research skills
• Excellent communication and interpersonal skills
• Ability to manage large projects and prioritize workload effectively
• Competitive base salary and bonus potential tied to firm and individual performance
• 401(k) with employer contribution
• Comprehensive benefits including medical, dental, vision, and HSA with employer contribution
• 15 days PTO to start, increasing after year two
• Volunteer time off
• Telecommuting opportunities
• Employer reimbursement for professional designations and continuing education
• Complimentary financial planning services for employees and their spouses
• Collaborative culture with year-round team events

This is a strong opportunity for an experienced tax professional looking to make a broader impact — advising on strategy, influencing planning outcomes, and operating as a true subject-matter expert within a growing wealth management firm.

Equal Employment Opportunity Statement

The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.