Remote Tax Strategy Manager: Impactful Planning & Education

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

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.