Tax Planning Program Manager

Position Overview

To serve as the vital link between complex tax strategy and field execution. This role is designed to support client-facing advisors by developing streamlined operational workflows, providing expert technical guidance, and delivering comprehensive training programs. The goal is to ensure advisors can deliver high-value tax planning services efficiently, accurately, and with a high degree of professional confidence.

Essential Responsibilities

• Subject Matter Expertise – 45%

  • Case Consultation: Act as the primary internal resource for advisors encountering complex tax scenarios, providing research and strategic support.
  • Legislative Monitoring: Track changes in federal and state tax laws, proactively communicating changes and practical application with advisors, and updating internal resources accordingly.

• Field Training & Professional Development – 35%

  • Curriculum Design: Build and facilitate training modules that translate complex tax legislation into actionable advice for advisors of varying experience levels.
  • Coaching: Provide one-on-one or group coaching sessions to help advisors identify tax planning opportunities within their existing books of business.
  • Onboarding: Lead the technical tax onboarding for new advisors, ensuring they are proficient in the firm’s specific planning philosophy and tools.

• Operational Support & Process Optimization – 20%

  • Workflow Design: Develop and maintain standardized operating procedures (SOPs) for tax planning deliverables to ensure consistency across the organization.
  • Resource Development: Create and curate advisor-facing tools.
  • Data Integrity: Oversee the integration of tax planning software within the broader scope of technologies to ensure seamless data flow and minimize manual entry errors.

Required Qualifications

• 5+ years of experience in tax planning, wealth management, or financial planning operations.
• CPA or Masters in Tax
• 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.

Preferred Attributes

• Professional Designations: CFP®, TPCP®, or Enrolled Agent (EA)
• Strategic Mindset: A focus on "resource optimization"—constantly looking for ways to automate manual tasks and free up advisor time for member engagement.
• Collaborative Spirit: A proven track record of working across departments (FAS Retail Delivery, Compliance, IT, and Marketing) to align strategic initiatives.