If you are unprepared, this can be a question that really throws people off in an interview. However with a little bit of preparation, this question should transform into an excellent opportunity to showcase your personality and stand out from the rest!
Full Time
Day Shifts
Education & Experience Requirements
Professional Certificate
Job Description
At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
As a Tax Manager on the Advanced Planning Strategies team, you’ll play a pivotal role by helping clients with strategies that will help them reduce the impact of taxes so they can save more and accomplish their long-term financial goals. The Tax Manager is a critical member of the Tax Planning team within EFE’s Wealth Planning organization and will work directly with Planners to deliver tax research, and related tax support, including preparing for and attending consultations with Planners, clients, and potential clients. In this role, you will also be responsible for assisting with some tax preparation during tax season and responding to and researching tax requests throughout the year. You will also be responsible for building strong relationships with our Planners so you can effectively communicate with them regarding their client’s tax returns and tax planning questions.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Tax Manager role, we are seeking a candidate with proven experience working directly with clients and developing forward-looking tax plans to help advance EFE’s tax planning offering. If you are eager to partner with financial planners and help clients with forward looking, proactive tax advice and are a solution-oriented problem solver this may be an opportunity for you!
Responsibilities
Working with Planners and your colleagues in the Tax Planning Team to help research and advise on tax implications, liabilities, and strategies as they relate to a client’s financial plan
Reviewing clients’ prior tax returns and preparing forward looking tax proforma and guidance
Preparing a variety of tax returns at the federal and potentially multi-state-specific level
Ability to review simple tax returns as needed during tax season preferred
Keeping current with accounting and tax issues and legislative changes
Requirements
Holds a bachelor’s degree or higher in accounting or finance
Holds a CPA license, Enrolled Agent certificate, or LLM (Master of Law in Tax) in good standing or is in progress
3-5 years plus public accounting experience in tax return preparation and consultation (national or regional firm preferred)
Proficient with preparation of tax returns using CCH Wolters Kluwer software preferred
Experience with tax planning software (Holistiplan and CCH Tax Planning preferred)
Familiarity with the return submission and confirmation process, including how to navigate the IRS and other government entity platforms
In-depth knowledge of federal and state laws, regulations, and deadlines
Exceptional organizational skills, including time management and critical thinking
Adept at learning and adapting to new technologies, policies, and procedures
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage more than $242 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialE.
2023 Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialE for patent information. AM2789819
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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or .
1 The Barron’s 2022 Top 100 RIA Firms list, a seven-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
2 Edelman Financial Engines data, as of Dec. 31, 2022.
3 Edelman Financial Engines data, as of Dec. 31, 2022.
Edelman Financial Engines
