Manager, Tax and Wealth Planning | Dallas, Texas

Reference Number: HRJ7040
Location: Dallas, Texas

Judson Group has partnered with a successful financial advisory firm in the search for a Manager, Tax and Wealth Planning. This individual will manage a team of financial analysts and provide services in the areas of gift and estate tax planning, investment analysis and family office support to the Firm’s clients.


  • Manage team of financial analysts ensuring timely and accurate project outcomes
  • Serve as project manager for client engagements by managing the flow of projects for assigned clients
  • Participate in client communications and meetings
  • Responsible for reviewing client financial reporting data, analyze performance and financial statements, and participate in the client financial reporting process
  • Review client wills, trusts, estate documents, and business formation documents
  • Review client tax returns and perform various tax research (income, estate, gift, trust)


  • Advanced degree in Finance or Accounting
  • CPA, CFA, JD a plus
  • 6+ years of experience in the capital markets, wealth management or family office setting
  • Experience managing a team, overseeing goals, and successfully meeting objectives
  • Experience with CRM, financial planning software, and portfolio accounting software
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment

Compensation & Benefits:
Competitive compensation and benefits package.

Dallas, Texas

Reference Number: HRJ7040

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