Tax & Financial Planning Manager
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production backed by top-tier venture capital firms fintech investors and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If youre the type who breaks through walls to get things done the right way we want to build the future of wealth management with you.
The Role
The Financial Planning and Tax Manager is responsible for delivering high-quality tax-informed comprehensive financial plans in partnership with the firms financial advisors and the Strategic Wealth Advisory Team. This role focuses on complex financial planning and deep tax analysis integrating income tax estate and business considerations into holistic client strategies for a wide spectrum of client households. This position offers an opportunity to grow and mentor within the industry while contributing to the evolution of modern wealth management.
Your Impact
- Take comprehensive client financial data and create detailed financial plans to include scenario modeling retirement planning cash-flow analysis and goal-based planning.
- Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
- Partner with financial advisors nationwide to perform detailed tax analysis including marginal rate modeling Roth conversion analysis tax-efficient withdrawal strategies charitable planning stock option and equity comp planning and entity-structure implications.
- Collaborate closely with the estate planning team to integrate tax trust estate and investment considerations into unified planning recommendations.
- Review client tax returns to identify planning opportunities related to deductions credits loss harvesting entity selection and income timing.
- Support the design of taxaware investment strategies (e.g. asset location tax-loss harvesting frameworks use of tax-efficient vehicles) in coordination with the investment team.
- Contribute to internal tools development templates calculators and workflows that standardize and scale tax and financial planning within our proprietary platform.
- Participate in advisor training office hours and webinars to elevate tax and financial planning literacy and adoption across the advisor base.
- Monitor relevant tax law changes and communicate their planning implications to advisors and internal stakeholders.
- Ensure all planning and recommendations adhere to the firms fiduciary compliance and documentation standards.
The Ideal Match
- Education qualifications
- Bachelors degree in accounting finance economics or a related field
- CFP and CPA/EA
- Advanced degree/designation (e.g. MST JD with LLM in Taxation or MBA) a plus
- 3-4 years of experience in tax planning and advice
- Experience in financial planning preferably within an RIA multifamily office public accounting firm or private bank.
- Strong technical knowledge of individual income taxation retirement plan rules charitable strategies and basic estate and gift tax concepts.
- Experience reading and interpreting individual trust and small-business tax returns (FormsS etc.).
- Demonstrated ability to translate complex tax and planning topics into clear actionable guidance for advisors and clients.
- Familiarity with financial planning software and tax modeling tools (e.g. eMoney MoneyGuide RightCapital Holistiplan or similar) is preferred.
Bonus Points
- Experience managing a small team of professionals
- Experience working with a technology-first company
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits 401(k) matching & Roth IRA options
- Unlimited PTO
Ready to disrupt wealth management Lets talk!
Required Experience:
Manager
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
About Company
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond.
