Tax Strategist

True North Advisors • Dallas, TX

8d • Hybrid

About The Position

True North Advisors is seeking a Tax Strategist to join our Wealth Planning team. This role will answer tax-related questions, advise clients & advisors, educate internal teams, and create content for internal & external use. This is a full-time position reporting to the Director of Wealth Planning. The position is based in our Dallas office and offers remote work flexibility.

Requirements

• Bachelor’s degree in accounting, finance, or related field(s)
• CPA required and CFP® preferred
• 6+ years of relevant experience required
• 4+ years of tax preparation or audit experience as well as familiarity with ultra-high net worth individuals is strongly preferred
• Experience preparing or auditing complex personal and business tax return filings
• Experience developing and communicating tax mitigation strategies to clients
• Strong communication and interpersonal skills
• Strong analytical and research skills
• Ability to manage large projects and prioritize workload
• Must consent to and have favorable credit report and background check.
• Ability to consistently display True North’s Core Values

Nice To Haves

• CFP® preferred
• 4+ years of tax preparation or audit experience as well as familiarity with ultra-high net worth individuals is strongly preferred

Responsibilities

• Serve as the firm’s internal tax resource by reviewing inquiries related to tax returns, planning strategies, and general tax matters, and conducting research as needed to provide clear, accurate guidance to advisors and internal teams.
• Develop tax-focused content (articles, presentations, guides, etc.) for use with clients and prospects.
• Monitor legislative and regulatory changes that could impact planning strategies for high-net-worth clients and communicate relevant updates to the firm.
• Develop tax-focused trainings and educational materials for the firm.
• Assist the wealth planning team with the generation of checklist, decision trees, and process guides.
• Attend internal meetings with advisory and business development teams to provide tax planning guidance and to assist in the development of strategies tailored to client needs.
• Participate in client and prospect meetings (as needed) to provide subject-matter expertise on tax planning strategies, regulatory updates, and implications for their overall financial picture.
• Assist the planning team in sourcing and interviewing third-party tax advisors to partner with our firm.
• Assist with internal projects and wealth-planning tasks that are not tax-related, as assigned.

Benefits

• Competitive base salary
• Bonus potential based on successful execution of firm goals and individual performance metrics
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• Telecommuting opportunities
• 401(k) with employer contribution
• Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
• Employee-only premiums for medical, life, and short-term and long-term disability insurance covered 100% by the True North
• Year-round engagement events which include happy hours, coffee chats, lunches, and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees