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Holistiplan Jobs (NOW HIRING)

Gradient Financial Group

Tax Manager

Arden Hills, MN · On-site +1

$85K - $100K/yr

Use Holistiplan and Tax Central's planning tools to develop practical, actionable recommendations. * Serve as a trusted tax resource for financial advisors, providing clear guidance on technical ...

New

Gradient Financial Group

Tax Manager

Arden Hills, MN · On-site

$116K - $152K/yr

Use Holistiplan and Tax Central's planning tools to develop practical, actionable recommendations. * Serve as a trusted tax resource for financial advisors, providing clear guidance on technical ...

New

Root Financial Partners

Associate Advisor

$80K - $100K/yr

Become an expert in Right Capital, Holistiplan, our CRM and other softwares * Provide unparalleled service to clients and Root team members What you have: * Excellent communication and interpersonal ...

Mercer Advisors

Sr. Financial Planner (Dallas, TX)

Dallas, TX · Hybrid

$75K - $100K/yr

This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in ...

Mercer Advisors

Financial Planner (Radnor, PA)

Radnor, PA · Hybrid

$68K - $92K/yr

This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in ...

Mohr Talent

NY · On-site

$98 - $132/hr

Holistiplan (tax planning) * MoneyGuidePro (financial planning) Core Competencies * Tech-savvy with the ability to quickly adopt and leverage new systems * Process-driven with a strong focus on data ...

New

Mercer Advisors

Sr. Financial Planner (Dallas, TX)

Dallas, TX · On-site

$75K - $100K/yr

This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in ...

Mercer Advisors

Financial Planner (Radnor, PA)

Radnor, PA

$68K - $92K/yr

This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in ...

KerberRose S.C.

Financial Planner

Appleton, WI

$74K - $99K/yr

Advanced mastery of leading planning tools-RightCapital, Income Solver, and Holistiplan-to deliver sophisticated client solutions. * Apply KRW modeling techniques at an expert level. * Independently ...

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Holistiplan information

What is Holistiplan?

Holistiplan is a tax planning software designed for financial advisors. It automates the process of analyzing client tax returns and generates customized tax planning reports. By uploading a client's tax document, advisors can quickly identify planning opportunities and potential tax savings. This enables more efficient and proactive financial planning, helping advisors provide greater value to their clients.

What are the typical daily tasks and collaborative responsibilities of a financial advisor using Holistiplan software?

As a financial advisor leveraging Holistiplan, your daily tasks often include uploading and analyzing clients’ tax returns, generating tax planning reports, and identifying actionable strategies for each client. You’ll frequently collaborate with other advisors or paraplanners to review client data, discuss planning scenarios, and ensure recommendations align with broader financial goals. Holistiplan streamlines workflows, but effective communication with your team and clients remains essential to interpret results and implement strategies successfully.

What are the key skills and qualifications needed to thrive as a Holistiplan user (financial planner), and why are they important?

To thrive as a Holistiplan user, you need a strong background in financial planning, tax analysis, and client advisement, typically supported by certifications such as CFP or CPA. Proficiency with Holistiplan software, tax planning tools, and financial modeling systems is essential. Excellent communication, analytical thinking, and attention to detail help you interpret complex reports and deliver actionable insights to clients. These skills ensure accurate, efficient financial planning that maximizes client value and supports informed decision-making.

What is the difference between Holistiplan vs Financial Planner?

AspectHolistiplanFinancial Planner
CredentialsTypically requires CFP certification, financial planning backgroundOften holds CFP, ChFC, or other financial planning credentials
Work EnvironmentSoftware-based, used by financial advisors for client analysisAdvisory firms, independent practice, or corporate settings
Industry UsageUsed as a tool within financial planning servicesProvides comprehensive financial advice and planning

Holistiplan is a software tool that financial planners use to analyze client portfolios and generate tax-efficient strategies. In contrast, a Financial Planner offers personalized financial advice, including investment, retirement, and estate planning. While both roles require similar credentials and work within the financial industry, Holistiplan functions as a supporting technology for financial planners rather than a standalone advisory role.

How long has Holistiplan been in business?

Holistiplan was founded in 2017 and has been providing financial planning software for advisors since then. The company specializes in tools that help streamline the client review process and improve efficiency for financial professionals.
More about Holistiplan jobs

What cities are hiring for Holistiplan jobs?

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What states have the most Holistiplan jobs?

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What job categories do people searching Holistiplan jobs look for?

The top searched job categories for Holistiplan jobs are:

Holistiplan jobs near you
Infographic showing various Holistiplan job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 90% In-person, 5% Hybrid, and 5% Remote job distribution.

Tax Manager

Gradient Financial Group

Arden Hills, MN • On-site, Remote

$85K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Job description

Tax Central is Gradient Financial Group’s dedicated tax planning and preparation division, built to serve as the team behind a nationwide network of Financial Services Professionals. We are purpose-built to deliver the tax experience financial advisors need to better serve their clients. As a Tax Manager, you’ll oversee tax engagements, provide technical leadership, lead tax planning, work directly with financial advisors, and help build the systems and processes of a growing tax division.
What You’ll Do
  • Oversee individual and business tax engagements from intake through final review and delivery.
  • Review complex Form 1040 returns for high-net-worth individuals, investors, retirees, business owners, and clients with K-1s, rental properties, equity compensation, and multi-state filings.
  • Review and oversee business returns, including Forms 1065 and 1120-S.
  • Lead tax planning engagements involving Roth conversions, tax bracket management, required minimum distribution strategies, estimated payments, and other planning opportunities.
  • Use Holistiplan and Tax Central’s planning tools to develop practical, actionable recommendations.
  • Serve as a trusted tax resource for financial advisors, providing clear guidance on technical issues, return questions, and planning opportunities.
  • Provide technical leadership, review work, and mentor tax preparers.
  • Maintain Tax Central’s standards for accuracy, quality, documentation, and client service.
  • Work within CCH Axcess Tax, Axcess Engagement, AutoFlow, Holistiplan, and Tax Central’s workflow systems.
  • Help improve processes, workflows, and systems as Tax Central grows.
What You Bring
Required
  • 4+ years of experience preparing individual income tax returns (Form 1040) and business returns, including complex tax situations.
  • Experience with high-net-worth individuals, including investment income, K-1s, rental properties, business interests, or multi-state filings.
  • CPA license or active progress toward CPA licensure. Candidates must either hold a CPA license or have completed the educational requirements and be actively working toward licensure.
  • Strong technical foundation in individual and business taxation.
  • Ability to review work, solve complex tax issues, and exercise sound professional judgment.
  • Strong communication skills and comfort working directly with financial advisors.
  • Highly organized, detail-oriented, and comfortable working within defined processes and quality standards.
  • Experience reviewing individual and business tax returns for accuracy, technical correctness, and compliance.
  • Experience providing technical guidance and mentoring to tax preparers or other accounting professionals.
  • Experience managing multiple tax engagements and competing priorities while meeting deadlines and quality standards.
Preferred
  • Active CPA license.
  • Experience reviewing returns or mentoring tax professionals.
  • Experience serving high-net-worth, business owner, or wealth management clients.
  • Familiarity with CCH Axcess Tax, Axcess Engagement, AutoFlow, or comparable tax software.
  • Experience with tax planning concepts and Holistiplan.
  • Experience with Forms 1065 and 1120-S.
Our Benefits
  • Competitive compensation and comprehensive benefits
  • 4 weeks of accrued PTO, plus 9 paid holidays
  • Medical, dental, vision, life insurance, and 401(k)
  • 8 hours of paid volunteer time off (VTO)
  • 4 days in-office with 1 remote workday
  • Professional development and CPA exam preparation support
  • Collaborative team focused on expertise, initiative, and growth
Who Thrives Here
You take ownership of more than a tax return. You identify issues and opportunities, provide thoughtful technical guidance, and care about the quality of the final product. You’re comfortable reviewing work, helping others develop, and having confident conversations with financial advisors.
Why Tax Central
Tax Central is built around a sustainable, planning-focused model. We maintain manageable client loads so our team can focus on quality tax work and meaningful planning, not endless volume.
Performance is measured by quality, output, and judgment, not hours worked. There is no timesheet culture or utilization target, work is distributed throughout the year, and employees are not expected to generate business.
Backed by Gradient Financial Group’s infrastructure and strong existing demand, Tax Central offers the stability of an established organization with the opportunity to help build something new.

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