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Tax Planning Jobs (NOW HIRING)

NextEra Energy

Tax Planning Analyst

Juno Beach, FL · On-site

The Tax Planning Analyst role involves assisting in the analysis of legal agreements and the modeling of tax consequences of various projects. Our ideal candidate will be familiar with Microsoft ...

NextEra Energy

Tax Planning Analyst

Juno Beach, FL

The Tax Planning Analyst role involves assisting in the analysis of legal agreements and the modeling of tax consequences of various projects. Our ideal candidate will be familiar with Microsoft ...

Hantz Group

Tax Planning Specialist

Saginaw, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Southfield, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Maumee, OH · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Ann Arbor, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Cardinal Health

$108K - $142K/yr

Tax develops tax planning strategies to legally minimize Cardinal's tax liabilities in the jurisdictions in which the company operates. Tax serves as a subject matter expert on all tax related ...

Farther

Tax Planning Manager

Dallas, TX

$109K - $143K/yr

The Role The Tax Planning Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm's financial advisors and the Strategic Wealth ...

Hantz Group

Tax Planning Specialist

Traverse City, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Mount Pleasant, MI · On-site

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Davison, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Clinton Township, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Canton, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Midland, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Bay City, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Southfield, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Saginaw, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Ann Arbor, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

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Tax Planning information

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$55K

$129.4K

$176K

How much do tax planning jobs pay per year?

As of Jul 4, 2026, the average yearly pay for tax planning in the United States is $129,367.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $145,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Tax Planning position, and why are they important?

To thrive in Tax Planning, you need a solid background in accounting or finance, a deep understanding of tax laws and regulations, and preferably credentials such as a CPA or Enrolled Agent designation. Proficiency with tax preparation software, spreadsheets, and research databases is typically required. Strong analytical thinking, attention to detail, and effective communication skills are key soft skills for success in this field. These abilities are crucial for ensuring clients comply with tax obligations while optimizing their financial position and minimizing liabilities.

What does a tax planner do?

A tax planner helps individuals and businesses develop strategies to minimize tax liabilities and ensure compliance with tax laws. They analyze financial situations, recommend tax-efficient investments, and often use tools like tax software. Certification such as CPA or EA can enhance their effectiveness.

What are some common challenges faced in a Tax Planning role?

Professionals in Tax Planning often face the challenge of keeping up-to-date with frequently changing tax laws and regulations, requiring continuous learning and adaptability. Managing multiple client portfolios with complex financial profiles can also be demanding, as each situation may require tailored strategies and solutions. Additionally, working closely with clients and other professionals such as auditors or financial planners necessitates excellent organizational and interpersonal skills. Overcoming these challenges helps tax planners deliver valuable, compliant, and innovative solutions to their clients.

How do tax planners make money?

Tax planners typically earn income through fees charged for their services, which can be hourly, flat, or retainer-based. They may also receive commissions or referral fees if they recommend financial products, but most rely on client payments for their expertise in optimizing tax strategies and compliance.

What is the highest paying tax job?

The highest paying tax jobs are typically senior roles such as Tax Directors or Partners at accounting firms, with annual salaries often exceeding $150,000 and bonuses. These positions require extensive experience, advanced certifications like CPA or JD, and strong expertise in tax law and planning strategies.

What does a Tax Planning job involve?

A Tax Planning job involves analyzing an individual’s or a company's financial situation to minimize tax liabilities while remaining compliant with laws. Professionals in this role assess deductions, credits, and tax-efficient investment strategies. They also stay updated on tax regulations to provide strategic advice and ensure optimal tax savings.

How to become a certified tax planner?

To become a certified tax planner, professionals typically need to gain relevant education in accounting or tax law, accumulate work experience in tax preparation or planning, and obtain certification through recognized organizations such as the National Association of Tax Professionals (NATP) or the American Institute of CPAs (AICPA). Continuing education and passing certification exams are often required to maintain certification status.
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What cities are hiring for Tax Planning jobs? Cities with the most Tax Planning job openings:
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Tax Planning jobs near you
Infographic showing various Tax Planning job openings in the United States as of June 2026, with employment types broken down into 77% Full Time, 2% Part Time, and 21% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.
Tax Planning Manager

Tax Planning Manager

Harrison Gray Search & Consulting

Dallas, TX • On-site, Remote

$120K - $145K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 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.