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Rightcapital Jobs (NOW HIRING)

Mainstay Capital Management, LLC

Be Seen First

Investment Advisor / Financial Consultant

Grand Blanc, MI · On-site

$110K - $350K/yr

Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro preferred. * Ambition, high energy, and strong desire to succeed. * Excellent communication and ...

RK Partners

Financial Planner | Austin, TX

Chicago, IL · Hybrid

$82K - $100K/yr

... RightCapital) and CRM systems (e.g., Redtail, Salesforce) required. Working knowledge of Google Sheets and Google Docs required. Demonstrated, strong analytical skills and attention to detail.

RK Partners

Financial Planner | Austin, TX

Chicago, IL · Hybrid

$78K - $105K/yr

... RightCapital) and CRM systems (e.g., Redtail, Salesforce) required. Working knowledge of Google Sheets and Google Docs required. Demonstrated, strong analytical skills and attention to detail.

RK Partners

Financial Planner | Austin, TX

Chicago, IL · On-site

$78K - $105K/yr

... RightCapital) and CRM systems (e.g., Redtail, Salesforce) required. Working knowledge of Google Sheets and Google Docs required. Demonstrated, strong analytical skills and attention to detail.

Mohr Talent

Director of Financial Planning

Tempe, AZ · On-site

$140 - $170/hr

RightCapital * Holistiplan * Develop advanced Excel models for scenario analysis and planning projections * Stay current on emerging planning technologies, AI developments, and industry trends ...

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Rightcapital information

What is the difference between Rightcapital vs Financial Advisor?

AspectRightcapitalFinancial Advisor
CredentialsTypically requires CFP, CFA, or similar certificationsOften holds CFP, CFA, or other financial planning certifications
Work EnvironmentFinancial technology platform, often used by advisors for planningClient-facing, providing personalized financial advice
Industry UsageUsed by financial advisors and planners for planning toolsEmployed by firms or independent to advise clients
Search & Comparison IntentComparing financial planning software/toolsComparing financial advisory services or professionals

Rightcapital is a financial planning software used by financial advisors to create comprehensive plans, while a Financial Advisor is a professional who provides personalized financial advice to clients. Both roles often require similar certifications and operate within the financial industry, but their functions differ: one is a tool, the other a service provider.

How does a financial planner use RightCapital software?

Financial planners use RightCapital to create interactive financial plans, visualize scenarios, and demonstrate strategies in real time during client meetings. The software allows for dynamic adjustments based on client input, facilitating more engaging and personalized discussions. Within an advisory team, RightCapital supports collaboration by enabling shared access to client data, notes, and recommendations, ensuring consistency and efficiency across team members. This collaborative environment streamlines workflows and helps provide clients with a cohesive experience.

What is RightCapital?

RightCapital is a financial planning software designed to help financial advisors create comprehensive financial plans for their clients. It offers tools for retirement planning, tax planning, cash flow analysis, and scenario modeling, making it easier for both advisors and clients to visualize and manage future financial goals. The software is known for its user-friendly interface and integrations with other financial platforms, streamlining the planning process. RightCapital helps advisors present complex financial concepts in a clear and accessible way, enhancing client engagement and understanding.

What are the key skills and qualifications needed to thrive as a RightCapital financial planning software specialist?

To thrive as a RightCapital specialist, you need a solid background in financial planning concepts, familiarity with investment and retirement strategies, and often a degree in finance or a related field. Proficiency with the RightCapital platform, CRM systems, and financial analysis tools is typically required, along with any relevant certifications like CFP®. Strong analytical thinking, attention to detail, and excellent client communication skills help professionals stand out in this role. These skills ensure accurate financial modeling, effective client presentations, and seamless integration of technology into advisory practices.
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Rightcapital jobs near you
Infographic showing various Rightcapital job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 66% Physical, 4% Hybrid, and 30% Remote job distribution.

Tax Planning Manager

Harrison Gray Search & Consulting

Dallas, TX • On-site, Remote

$120K - $145K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago

Job description

Tax Planning Manager (CPA/EA)


Client Sector: High-Growth Fintech / Wealth Management (RIA)

Location: Irving, TX (Hybrid ) if local, or remote if located near Dallas or Texas

Classification: Full-time, Exempt


The Opportunity


Harrison Gray Search has been retained by a venture-backed, technology-first Registered Investment Advisor (RIA) to find a Tax Planning Manager. Our client is disrupting the wealth management space by combining elite financial advisors with a proprietary, cutting-edge technology platform.

This is a newly created role within the Advisor Success team. As the first dedicated tax expert in this department, you will bridge the gap between financial planning and complex tax strategy. This is not a "back-office" tax prep role; you will be a strategic partner to advisors nationwide, providing real-time, high-impact tax advice for high-net-worth clients.


Your Impact

  • Strategic Advisory: Partner with financial advisors to deliver deep-dive tax analysis, including marginal rate modeling, Roth conversions, tax-efficient withdrawal strategies, and charitable planning.
  • Complex Case Work: Handle intricate equity compensation (stock options) and estate planning implications, integrating them into a holistic financial plan.
  • Collaborative Planning: Work alongside Trust & Estates and Investment teams to ensure client strategies are unified and tax-aware.
  • Innovation: Contribute to the development of internal tools, calculators, and workflows that standardize tax planning on our client's proprietary platform.
  • Growth: As the first hire in this vertical, you will help set the KPIs and standards for the tax planning service, with the potential to move into a leadership/director role as the team expands over the next 18 months.


The Ideal Candidate

  • Credentials: Must be a CPA or Enrolled Agent (EA). An advanced degree (MST, JD, or LLM) is a significant plus.
  • Experience: 5+ years in financial planning (preferably within an RIA, MFO, or Private Bank) with at least 3-4 years specifically focused on tax planning and advice.
  • "Living in the World": We are looking for someone who lives and breathes tax law daily. You should be able to pivot quickly when follow-up questions arise and translate complex codes into actionable guidance for advisors.
  • Software Literacy: Familiarity with Holistiplan, eMoney, MoneyGuide, or RightCapital is preferred.
  • Mindset: You thrive in a "startup" environment where you are comfortable breaking through walls to get things done correctly.


Compensation & Benefits

  • Competitive Base + Bonus
  • Equity: A "ground-floor" opportunity to own a piece of a fast-scaling organization.
  • Time Off: Unlimited PTO (Our client trusts you to manage your own schedule).
  • Retirement: 401(k) with a 3% company match.
  • Health: Full medical, dental, and vision benefits.
  • Perks: Access to the firm’s elite financial planning services for your own personal use.