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True North Advisors, LLC

Tax Strategy Manager — Wealth Planning for High-Net-Worth

northern, KY

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About this opportunity

True North Advisors, LLC lists this Tax Strategy Manager — Wealth Planning for High-Net-Worth opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.

Job description

True North Advisors, LLC in Dallas, TX, is seeking a Manager of Tax Strategy to join our Wealth Planning team. This role will answer tax-related questions, advise clients and advisors, educate internal teams, and create content for internal and external use.

Reporting to the Director of Wealth Planning, the position offers remote work flexibility and requires CPA and experience with high-net-worth clients. The ideal candidate will lead tax planning efforts and stay current with regulatory

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