Senior Manager, Tax Advisory & Planning

🕒 September 14

🇺🇸 United States – Remote

💵 $167k - $175k / year

⏰ Full Time

🟠 Senior

💰 Tax

👻 Ghost score 6%

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Edelman Financial Engines

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

👥 B2C

🤝 B2B

💰 Private equity on 2021-04

Finance • B2C • B2B

Edelman Financial Engines is an independent, fiduciary wealth management and financial planning firm that provides comprehensive advice and investment management for individuals and employers. The company offers holistic services including financial planning, retirement planning, investment management (using data-driven models and personalized portfolios), tax and estate planning, insurance guidance, and employer workplace retirement solutions. As of December 31, 2025, Edelman Financial Engines reported about 1. 24 million clients, $326 billion in client assets under management, and roughly 146 locations, and emphasizes transparent fees and fiduciary guidance.

📋 Description

• Work directly with clients and planners to consult and advise on tax implications, liabilities, and strategies related to clients’ financial plans • Communicate effectively and responsively with clients, planners, partners and leadership • Keep current with accounting and tax issues and legislative changes • Build an increasingly robust tax practice, including growing the consulting team and instilling best practices across tax professionals • Keep abreast of new trends and best practices in the tax landscape and take initiative in thought leadership, innovation and creativity • Work closely with partners to define and deliver new tax service enhancements • Create 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 • 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

🏖️ Benefits

• Discretionary bonus eligibility • Health, dental and other wellness plans • 401(k) contributions • Specific role benefits to be shared by recruiter

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