Tax Advisory & Planning Manager

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 a 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. 

Responsibilities: 

• 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 

 Requirements:  

• 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) 

• Experience as a people leader preferred 

• Some travel (5-10%) may be required 

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $167,000 - $175,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.  

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.  

About Edelman Financial Engines  Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.     For more information, please visit EdelmanFinancialEngines.com.    © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.     For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.    Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.    Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.    1  The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.     2 Edelman Financial Engines data, as of September 30, 2025