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Tax Planning Manager Jobs (NOW HIRING)

Farther

Tax Planning Manager

Dallas, TX

$109.80K - $143.90K/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 ...

Farther

Tax Planning Manager

Dallas, TX · On-site +1

$109.80K - $143.90K/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 ...

Farther

Tax Planning Manager

Dallas, TX

$109.80K - $143.90K/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 ...

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 ...

NextEra Energy

Sr. Tax Planning Manager

Juno Beach, FL · On-site

Position Specific Description We are seeking a Senior Tax Planning Manager, Tax Controversy to become a member of our Tax Planning team in Juno Beach, Florida. Our in-house tax department is a fast ...

NextEra Energy

Sr. Tax Planning Manager

Juno Beach, FL · On-site

Position Specific Description We are seeking a Senior Tax Planning Manager, Tax Controversy to become a member of our Tax Planning team in Juno Beach, Florida. Our in-house tax department is a fast ...

Zillow

Manager, Tax Planning

$103.50K - $165.30K/yr

About the team As a Tax Planning Manager with Zillow Group's Tax Team, you'll be part of a collaborative, strategic group dedicated to solving complex tax challenges and supporting Zillow's mission ...

Hilton

Manager Tax Planning

Memphis, TN · On-site

$99.30K - $130.20K/yr

As a Tax Planning Manager on the International Tax Planning team, reporting to the Senior Director of Tax Planning, you will focus on supporting Hilton's commercial business goals through effective ...

Hantz Group

Tax Planning Specialist

Tecumseh, 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

Romeo, 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

Tecumseh, 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.

Motiva Enterprises

Lead Tax Planning Advisor

Houston, TX

$106K - $138.90K/yr

Identify opportunities to create value through effective tax planning while assessing, managing, and balancing tax risk with commercial objectives * Partner with business leaders to understand ...

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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 May 28, 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 are the key skills and qualifications needed to thrive as a Tax Planning Manager, and why are they important?

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 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 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.

More about Tax Planning Manager jobs
What cities are hiring for Tax Planning Manager jobs? Cities with the most Tax Planning Manager job openings:
What are the most commonly searched types of Tax Planning jobs? The most popular types of Tax Planning jobs are:
What states have the most Tax Planning Manager jobs? States with the most job openings for Tax Planning Manager jobs include:
What job categories do people searching Tax Planning Manager jobs look for? The top searched job categories for Tax Planning Manager jobs are:
Tax Planning Manager jobs near you
Infographic showing various Tax Planning Manager job openings in the United States as of May 2026, with employment types broken down into 55% Full Time, 35% Part Time, 5% Temporary, and 5% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% 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 18 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.