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Tax Planning Manager Jobs (NOW HIRING)

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 ...

Enstar Group

Senior Tax Planning Manager

New York, NY · On-site

$170K - $221K/yr

... tax-efficient funding, cash management, and capital deployment strategies in support of ... planning and structuring activities related to the AF Group acquisition, including analyzing ...

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 ...

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 ...

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 ...

TOTAL Deutschland GmbH

$81K - $107K/yr

Support the Head of Tax Planning in developing and implementing strategies to optimize the Company's tax position and enhance value creation, with a focus on effective tax rate management, cash tax ...

TOTAL Deutschland GmbH

Manager - Tax Planning

Houston, TX · On-site

$106K - $138K/yr

Support the Head of Tax Planning in developing and implementing strategies to optimize the Company's tax position and enhance value creation, with a focus on effective tax rate management, cash tax ...

Celanese

Senior Manager, Tax, Tax Planning

Irving, TX · On-site

As Sr. Manager, you will be responsible for taking a leadership role on tax planning initiatives to optimize the organization's overall tax position. This will include the development of tax planning ...

IPL (Indiana)

Manager, Global Tax Planning

Arlington, VA · On-site

$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 ...

Hantz Group

Tax Planning Specialist

Willoughby, OH · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Tax Planning Specialist

Ann Arbor, MI · On-site

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Tax Planning Specialist

Marquette, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Tax Planning Specialist

Taylor, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

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Tax Planning Manager information

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$55K

$129.4K

$176K

How much do tax planning manager jobs pay per year?

As of Sep 12, 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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Tax Planning Manager jobs near you
Infographic showing various Tax Planning Manager job openings in the United States as of September 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.

Tax Planning Manager

Dunwoody, GA

Prosperl CPA
See more jobs at Prosperl CPAexternal

$250K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Key responsibilities

  • Assist clients in implementing and maintaining foundational tax reduction strategies while ensuring compliance.

  • Advise clients on advanced tax reduction strategies, investments, and decisions, and project tax implications of strategies and key decisions.

  • Collaborate with the tax compliance team to ensure effective reporting and proper filing of tax elections.

Job description

WANTED - Tax geeks to Become Elite Advisors

Join a mission-driven firm dedicated to creating financial freedom for entrepreneurs. You won't just be filing returns; you'll be a pivotal advisor whose work directly impacts clients' ability to grow their businesses and achieve their goals by architecting significant, life-changing tax savings.

This role is for a high-performing tax professional ready to evolve from a traditional compliance role into an elite strategic advisor. At Prosperl CPA, 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 join 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.

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 are disciplined, competitive, and unapologetically focused on results.

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. You will take ownership of a portfolio of 5-7 high-value clients, actively participate in strategy meetings, and independently develop tax projection models that identify a minimum of $250,000 in potential annual savings for your assigned clients, receiving a client satisfaction score of 90% or higher based on proactive communication and actionable advice.

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. This includes collaborating with the tax compliance team to ensure all strategies are executed flawlessly, elections are filed correctly, and clients remain fully compliant while maximizing their financial benefits.

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. You will lead at least two internal training sessions on a specialized tax topic, improving the overall skill level of the team and helping to standardize best practices for client advisory and communication.

Responsibilities 

  • Coach clients on tax deduction strategies
  • Assist clients through implementing & maintain 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

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 5 years' experience in tax

ALL APPLICANTS WILL ARRANGE FOR REFERENCE CALLS

Next Steps:

1) Learn more about us and the role here: https://vimeo.com/1130374643/927ad83ecb?

2) Explore our firm at https://www.prosperlcpa.com/careers and apply 

Job Type: Full-time

Base Pay: Starting at $160,000 + Bonus 

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience:

  • Tax: 5 years (Required)