Farther · 6 hours ago
Tax & Financial Planning Manager
Dallas, TX
Full-time
Onsite
Mid, Senior Level
3+ years expFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a tailored wealth management experience. The Financial Planning and Tax Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm's financial advisors, focusing on complex financial planning and deep tax analysis.
ConsultingFinanceFinancial ServicesFinTechWealth Management
Responsibilities
Take comprehensive client financial data and create detailed financial plans to include scenario modeling, retirement planning, cash-flow analysis and goal-based planning
Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
Partner with financial advisors nationwide to perform detailed tax analysis, including marginal rate modeling, Roth conversion analysis, tax-efficient withdrawal strategies, charitable planning, stock option and equity comp planning, and entity-structure implications
Collaborate closely with the estate planning team to integrate tax, trust, estate, and investment considerations into unified planning recommendations
Review client tax returns to identify planning opportunities related to deductions, credits, loss harvesting, entity selection, and income timing
Support the design of tax‑aware investment strategies (e.g., asset location, tax-loss harvesting frameworks, use of tax-efficient vehicles) in coordination with the investment team
Contribute to internal tools development, templates, calculators, and workflows that standardize and scale tax and financial planning within our proprietary platform
Participate in advisor training, office hours, and webinars to elevate tax and financial planning literacy and adoption across the advisor base
Monitor relevant tax law changes and communicate their planning implications to advisors and internal stakeholders
Ensure all planning and recommendations adhere to the firm’s fiduciary, compliance, and documentation standards
Qualification
Required
Bachelor's degree in accounting, finance, economics, or a related field
CFP and CPA/EA
3-4 years of experience in tax planning and advice
Experience in financial planning preferably within an RIA, multifamily office, public accounting firm, or private bank
Strong technical knowledge of individual income taxation, retirement plan rules, charitable strategies, and basic estate and gift tax concepts
Experience reading and interpreting individual, trust, and small-business tax returns (Forms 1040, 1041, 1065, 1120‑S, etc.)
Demonstrated ability to translate complex tax and planning topics into clear, actionable guidance for advisors and clients
Preferred
Advanced degree/designation (e.g., MST, JD with LLM in Taxation, or MBA)
Familiarity with financial planning software and tax modeling tools (e.g., eMoney, MoneyGuide, RightCapital, Holistiplan, or similar)
Experience managing a small team of professionals
Experience working with a technology-first company
Benefits
Full health benefits
401(k) matching & Roth IRA options
Unlimited PTO
Company
Farther
Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$118MKey Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M
Leadership Team
Taylor Matthews
Co-Founder and CEO
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Recent News
linkedin.com
2026-01-08
2025-11-19
2025-11-19
Company data provided by crunchbase