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Tax Planning Manager Jobs (NOW HIRING)

SerKy Consulting, LLC

Tax Planning Manager

Atlanta, GA · On-site

$160 - $180/hr

... tax planning methodologies. Drive Measurable Client Tax Savings By the end of month six, lead the implementation of foundational and advanced tax reduction strategies for your client portfolio ...

Prosperl CPA

Tax Planning Manager

Dunwoody, GA

$250K/yr

Who We Are Prosperl CPA exists to create freedom for entrepreneurs through advanced tax planning. Our team is built of high performers: former college athletes, musicians, moms, and Big 4 alumni. We ...

SerKy Consulting, LLC

Tax Planning Manager

Atlanta, GA

$160K - $180K/yr

... tax planning methodologies. Drive Measurable Client Tax Savings By the end of month six, lead the implementation of foundational and advanced tax reduction strategies for your client portfolio ...

Nbutexas

Tax Planning Manager - CPA

Salt Lake City, UT · On-site

$120 - $150/hr

Seeking a Tax Planning Manager / CPA to join a well-established firm serving closely held businesses, business owners, and high-net-worth individuals. This role offers the opportunity to provide ...

WelbeHealth

Tax Strategy & Planning Manager

$102K - $141K/yr

The Tax Strategy & Planning Manager is accountable for leading WelbeHealth's tax compliance, planning, and strategic tax initiatives. This role ensures compliance with federal, state, and local tax ...

Avangrid

Senior Tax Planning Manager (Orange)

Orange, CT · On-site

$141K - $176K/yr

Manage complex tax planning initiatives and collaborate with business units and executive management to implement recommendations and actions. * Serve as tax planning advisor for renewable and ...

Welbehealth

Tax Strategy & Planning Manager

CA · Remote

$120K - $158K/yr

The Tax Strategy & Planning Manager is accountable for leading WelbeHealth's tax compliance, planning, and strategic tax initiatives. This role ensures compliance with federal, state, and local tax ...

Herbalife

Manager, Tax Planning

Torrance, CA · On-site

$116K - $152K/yr

The Manager, Tax Planning will lead and execute domestic and international tax planning workstreams that support the Company's strategic, operational, and financial objectives. This role will ...

New

Herbalife

Manager, Tax Planning

Torrance, CA

$116K - $152K/yr

The Manager, Tax Planning will lead and execute domestic and international tax planning workstreams that support the Company's strategic, operational, and financial objectives. This role will ...

Posted today

NC SECU

Tax Planning Program Manager

Raleigh, NC · Hybrid

$107K - $141K/yr

Knowledge of tax planning software, financial planning software and CRM systems. * Exceptional ability to simplify complex technical concepts for both internal staff and client-facing scenarios.

IPL (Indiana)

Manager, Global Tax Planning

Arlington, VA

$145K - $181K/yr

The Manager, Global Tax Planning role within the AES Tax group is responsible for activities related to U.S. international tax planning and reporting. Primary roles and responsibilities: * Assist in ...

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Tax Planning Manager information

See salary details

$55K

$129.4K

$176K

How much do tax planning manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for tax planning manager 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 does a tax planning manager do?

A Tax Planning Manager oversees the development and implementation of strategies to minimize a company's or individual's tax liabilities while ensuring compliance with tax laws and regulations. They analyze financial data, stay updated on tax legislation, and advise management or clients on the best ways to structure transactions and operations for tax efficiency. Additionally, they may supervise tax staff, coordinate with external auditors, and prepare or review tax returns. Their goal is to optimize tax outcomes and reduce risks related to tax compliance.

What are the key skills and qualifications needed to thrive as a tax planning manager?

To thrive as a Tax Planning Manager, you need a deep understanding of tax laws, strong analytical skills, and typically a degree in accounting, finance, or a related field, often supported by CPA or similar certification. Proficiency with tax software such as CCH Axcess, Thomson Reuters, and advanced Excel skills is highly valuable. Outstanding communication, attention to detail, and strategic thinking set top performers apart in this role. These skills are crucial for minimizing tax liabilities, ensuring compliance, and providing valuable guidance to clients or organizations.

What are some common challenges faced by a tax planning manager, and how can they be effectively managed?

Tax Planning Managers often face challenges such as staying updated with frequently changing tax laws, managing complex client portfolios, and ensuring compliance across multiple jurisdictions. These challenges can be effectively managed by committing to ongoing professional development, leveraging tax software for automation and accuracy, and fostering strong communication with both clients and internal teams. Collaborating closely with legal, finance, and audit departments also helps in identifying potential risks early and implementing proactive solutions.

What is the difference between Tax Planning Manager vs Tax Accountant?

AspectTax Planning ManagerTax Accountant
CertificationsCPA or EA often preferredCPA or EA often preferred
Work EnvironmentStrategic planning, advising clients or companiesPreparing tax returns, compliance, and reporting
Industry UsageUsed in corporate, consulting, and accounting firmsCommon in accounting firms, corporate finance, and small businesses
Primary FocusTax strategy, planning, and minimizing liabilitiesTax preparation, compliance, and reporting

The main difference between a Tax Planning Manager and a Tax Accountant lies in their focus. The Tax Planning Manager concentrates on developing tax strategies and advising clients or organizations to optimize tax liabilities. In contrast, the Tax Accountant primarily handles preparing tax returns and ensuring compliance. Both roles often require similar certifications and work in related environments, but their core responsibilities differ significantly.

Is a tax planning manager a stressful job?

A tax planning manager often faces stress during peak tax seasons due to tight deadlines and complex regulations. The role requires strong analytical skills, attention to detail, and the ability to manage multiple client accounts, which can contribute to a high-pressure environment. However, workload and stress levels can vary depending on the organization and workload management practices.
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What are the most commonly searched types of Tax Planning jobs?

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What states have the most Tax Planning Manager jobs?

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Tax Planning Manager jobs near you
Infographic showing various Tax Planning Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.

Tax Planning Manager

SerKy Consulting, LLC

Atlanta, GA • On-site

$160 - $180/hr

Other

Posted 14 days ago

Job description

Full time | SerKy Consulting, LLC | United States

Posted On 08/06/2026

Job Information

Work Experience 5+ years

$160,000 - $180,000

City Atlanta

State/Province Georgia

30328

Job Description

Job Description

This role is for a high-performing tax professional ready to evolve from a traditional compliance role into an elite strategic advisor. You will be pivotal in our mission to create financial freedom for entrepreneurs by designing and implementing advanced tax reduction strategies. You will work directly with clients to understand their financial landscape, project the impact of key decisions, and guide them through the implementation of strategies that save them millions.

You'll learn how to save our clients millions in taxes with case studies, tax projections, and direct feedback from the firm owner. Within 2 months, you’ll attend client meetings and actively assist with tax reduction strategies. Twice a month, you’ll train with industry leaders and gain insights you’ll never find in a classroom or textbook, and take part in a 3 day company retreat.

Key Performance Objectives Learn Advanced Tax Advisory Within the first 90 days, successfully transition from a compliance-focused role to a strategic advisor by mastering the firm's advanced tax planning methodologies.

Drive Measurable Client Tax Savings By the end of month six, lead the implementation of foundational and advanced tax reduction strategies for your client portfolio, resulting in a documented average client tax savings of 15-20% compared to their prior tax position.

Develop & Coach Team Members Over the first year, contribute to the firm's growth by dedicating approximately 10% of your time to coaching and mentoring junior staff on client engagements and technical tax strategies.

Requirements

Who We're Looking For...

You’re not average. You’re not here for “just experience.” You’re hungry, gritty, disciplined, growth-minded, and LOVE learning about taxes

You follow instructions, take feedback, and meet deadlines without excuses.

Requirements

  • Within reach of Atlanta
  • At least CPA or EA
  • Minimum of 7 years' experience in tax

Responsibilities

  • Coach clients on tax deduction strategies
  • Assist clients through implementing & maintaining foundational tax reduction strategies while maintaining compliant practices
  • Advise clients on advanced tax reduction strategies, investments & decisions
  • Projecting tax implications of strategies, events and key decisions
  • Collaborate with tax compliance team to ensure effective reporting & tax elections align with clients' tax position
  • Coach staff on client engagements
  • Maintain proactive & regular communication with clients
  • Occasional assistance with tax return review when needed

SerKy Consulting, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race or ethnicity, religion, sex, national origin, age, veteran disability or genetic information or any other reason prohibited by law in employment.

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