Sr. Manager, Tax Advisory & Planning (Remote, USA)

The role

You will consult and advise clients and planners on tax implications, liabilities, and strategies. You will manage tax strategies, programs, policies, and projects to support the end clientele.

What you will do

• Work directly with clients and planners to advise on tax implications, liabilities, and strategies
• Communicate effectively to client enquiries from clients, planners, partners and leadership
• Keep current with accounting and tax issues and legislative changes
• Build a robust tax practice by growing the consulting team and instilling best practices
• Take initiative in thought leadership, innovation, and creativity
• Work with partners to deliver new tax service enhancements
• Create tax standards and practices that adhere to regulatory standards

Required qualifications

• Bachelor’s degree or higher in accounting
• CPA/EA/LLM in good standing and clean regulatory history
• 7+ years of experience with tax planning/tax preparation
• Experience in investment taxation, retirement plan optimization, and equity compensation
• Strong interpersonal skills
• Verbal and written communication skills
• Proven track record supporting client relationships
• Ability to work in a fast-paced environment and meet deadlines

Nice to have

• Experience with an RIA or wealth management firm
• Experience with tax planning software (Holistiplan preferred)
• Experience as a people leader

Benefits

• Discretionary bonus
• Health plans
• Dental plans
• Other wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines has been committed to acting in the best interests of clients since 1986. The firm supports more than 1.27 million clients and manages over $324 billion in assets.