Tax & Financial Planning Manager

The Role 

The Financial Planning and Tax Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm’s 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 tax‑aware 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 firm’s fiduciary, compliance, and documentation standards.

The Ideal Match 

• Education qualifications




• Bachelor’s 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 (Forms 1040, 1041, 1065, 1120‑S, 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? Let's talk!