Tax Planning Manager - NY
Hybrid · New York City, New York, United States
Job Summary
Tax Planning Manager in NY, located in New York City with Hybrid/Remote work. The role is the first dedicated tax expert in the Advisor Success team, partnering with financial advisors to deliver deep-dive tax analysis (e.g., marginal rate modeling, Roth conversions, tax-efficient withdrawal strategies, charitable planning) and handling complex equity compensation and estate planning implications. You’ll collaborate with Trust & Estates and Investment teams, contribute to internal tools and workflows on the firm’s proprietary platform, and help set KPIs/standards for the tax planning service with potential to move into a leadership/dir ector role as the team expands. Ideal candidates are CPAs or Enrolled Agents with 5+ years in financial planning and 3-4 years focusing on tax planning, comfortable in a startup environment, and familiar with Holistiplan, eMoney, MoneyGuide, or RightCapital. Compensation includes base + bonus, equity, unlimited PTO, 401(k) with match, comprehensive health benefits, and access to elite financial planning services for personal use.
Required Qualifications
- CPA or Enrolled Agent (EA)
- 5+ years in financial planning (preferably within an RIA, MFO, or Private Bank) with at least 3-4 years specifically focused on tax planning and advice
- Advanced degree (MST, JD, or LLM) is a significant plus
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