Senior Manager, Tax Advisory and Planning

Senior Manager, Tax Advisory and Planning (Remote, Nationwide)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Our goal is to build long‑term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values:
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose‑driven work and a collaborative, values‑led culture, we invite you to explore a career with us.

As a Senior Manager, Tax Advisory Planning on the Advanced Planning Strategies team, you'll play a pivotal role by helping clients with strategies that will help them reduce the impact of taxes so they can save more and accomplish their long‑term financial goals. You will advocate for tax solutions that will enhance the EFE mission and increase the overall service offering to our clients and planners.

This individual will foster innovation and excellence through the management of tax strategies, programs, policies, and projects – all to support our end clientele. The ideal candidate will be client centric, energetic, broadly knowledgeable about tax law, be a highly effective communicator with demonstrated strengths across tax disciplines, and have experience managing projects and processes. Along with successful experience as a tax manager, preferably with suitable experience in public accounting and/or an RIA, the manager will bring a collaborative attitude and energy toward enhancing and serving the client experience.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Senior Manager, Tax Advisory & Planning role, we need someone with proven experience working directly with clients and developing forward‑looking tax plans to help advance EFE’s tax planning offering. If you are eager to partner with financial planners and help clients with forward looking, proactive tax advice and are a solution‑oriented problem solver, this might be the ideal match for you.

• Work directly with clients and planners to help consult and advise on tax implications, liabilities, and strategies as they relate to a client’s financial plan
• Communicate effectively and responsively to client enquiries from clients, planners, partners and leadership
• Keep current with accounting and tax issues and legislative changes
• Building an increasingly robust tax practice, including growing the consulting team and instilling best practices across tax professionals, keeping abreast of new trends and best practices in the tax landscape and taking the initiative in thought leadership, innovation, and creativity
• Working closely with partners to define and deliver new tax service enhancements relative to new needs or optimization and creating overall tax standards and practices that adhere to regulatory standards

• 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, especially in investment taxation, retirement plan optimization, and equity compensation – experience with an RIA or wealth management firm preferred
• Strong interpersonal skills, including verbal and written communication skills, and a proven track record supporting client relationships; ability to work in a fast‑paced environment and perform work efficiently to meet deadlines
• Experience with tax planning software (Holistiplan preferred)
• Experie…