Tax Planning Manager - NY

Tax Planning Manager (CPA/EA)

Client Sector: High-Growth Fintech / Wealth Management (RIA)

Location: New York City (Hybrid / Remote)

Classification: Full-time, Exempt

The Opportunity

Harrison Gray Search has been retained by a venture-backed, technology-first Registered Investment Advisor (RIA) to find a Tax Planning Manager. Our client is disrupting the wealth management space by combining elite financial advisors with a proprietary, cutting-edge technology platform.

This is a newly created role within the Advisor Success team. As the first dedicated tax expert in this department, you will bridge the gap between financial planning and complex tax strategy. This is not a "back-office" tax prep role; you will be a strategic partner to advisors nationwide, providing real-time, high-impact tax advice for high-net-worth clients.

Your Impact

• Strategic Advisory: Partner with financial advisors to deliver deep-dive tax analysis, including marginal rate modeling, Roth conversions, tax-efficient withdrawal strategies, and charitable planning.
• Complex Case Work: Handle intricate equity compensation (stock options) and estate planning implications, integrating them into a holistic financial plan.
• Collaborative Planning: Work alongside Trust & Estates and Investment teams to ensure client strategies are unified and tax-aware.
• Innovation: Contribute to the development of internal tools, calculators, and workflows that standardize tax planning on our client's proprietary platform.
• Growth: As the first hire in this vertical, you will help set the KPIs and standards for the tax planning service, with the potential to move into a leadership/director role as the team expands over the next 18 months.

The Ideal Candidate

• Credentials: Must be a CPA or Enrolled Agent (EA). An advanced degree (MST, JD, or LLM) is a significant plus.
• Experience: 5+ years in financial planning (preferably within an RIA, MFO, or Private Bank) with at least 3-4 years specifically focused on tax planning and advice.
• "Living in the World": We are looking for someone who lives and breathes tax law daily. You should be able to pivot quickly when follow-up questions arise and translate complex codes into actionable guidance for advisors.
• Software Literacy: Familiarity with Holistiplan, eMoney, MoneyGuide, or RightCapital is preferred.
• Mindset: You thrive in a "startup" environment where you are comfortable breaking through walls to get things done correctly.

Compensation & Benefits

• Competitive Base + Bonus
• Equity: A "ground-floor" opportunity to own a piece of a fast-scaling organization.
• Time Off: Unlimited PTO (Our client trusts you to manage your own schedule).
• Retirement: 401(k) with a 3% company match.
• Health: Full medical, dental, and vision benefits.
• Perks: Access to the firm’s elite financial planning services for your own personal use.