Tax Strategist

True North Advisors is seeking a Tax Strategist to join our Wealth Planning team. This role will answer tax-related questions, advise clients & advisors, educate internal teams, and create content for internal & external use. This is a full-time position reporting to the Director of Wealth Planning. The position is based in our Dallas office and offers remote work flexibility.

Responsibilities:

• Bachelor’s degree in accounting, finance, or related field(s)
• CPA required and CFP® preferred
• 6+ years of relevant experience required
• 4+ years of tax preparation or audit experience as well as familiarity with ultra-high net worth individuals is strongly preferred
• Experience preparing or auditing complex personal and business tax return filings
• Experience developing and communicating tax mitigation strategies to clients
• Strong communication and interpersonal skills
• Strong analytical and research skills
• Ability to manage large projects and prioritize workload
• Must consent to and have favorable credit report and background check.
• Ability to consistently display True North’s Core Values

Benefits & Perks:

• Competitive base salary
• Bonus potential based on successful execution of firm goals and individual performance metrics
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• Telecommuting opportunities
• 401(k) with employer contribution
• Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
• Employee-only premiums for medical, life, and short-term and long-term disability insurance covered 100% by the True North
• Year-round engagement events which include happy hours, coffee chats, lunches, and more!

Background

True North is an Independent RIA that serves the wealth management needs of ultra-high-net-worth individuals and institutional clients. True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.

We seek to provide peace of mind for our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to achieve clients’ long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients’ lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy.

Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Apply today for the opportunity to help us continue to fulfill lives.