Manager of Tax Strategy

Role 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.

• 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 checklists, 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.

Qualifications

• 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

Benefits

• Competitive base salary
• 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 from there per a schedule
• Volunteer Time Off (VTO)
• 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!

Company Description

True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.

We seek to provide peace of mind to our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to achieve clients’ long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients' lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy.

Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives.