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Tax Planning Manager
Tax Planning Manager
FartherAbout the role
Farther is seeking a Tax Planning Manager to deliver high-quality, tax-informed comprehensive financial plans in partnership with financial advisors and the Strategic Wealth Advisory Team. This role involves complex deep tax analysis, integrating income tax, estate, and business considerations into holistic client strategies. The ideal candidate will have 3-4 years of experience in tax planning, hold CFP and CPA/EA certifications, and possess strong technical knowledge of individual income taxation and estate planning concepts. This is an opportunity to contribute to the evolution of modern wealth management within a rapidly growing RIA.
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