Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
The Tax Planning Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm’s financial advisors and the Strategic Wealth Advisory Team. This role focuses on complex deep tax analysis in conjunction with financial planning, integrating income tax, estate, and business considerations into holistic client strategies for a wide spectrum of client households. This position offers an opportunity to grow and mentor within the industry while contributing to the evolution of modern wealth management.
Your Impact- Partner with financial advisors nationwide to perform detailed tax analysis, including marginal rate modeling, Roth conversion analysis, tax-efficient withdrawal strategies, charitable planning, stock option and equity comp planning, and entity-structure implications.
- Collaborate closely with the estate planning team to integrate tax, trust, estate, and investment considerations into unified planning recommendations.
- Review client tax returns to identify planning opportunities related to deductions, credits, loss harvesting, entity selection, and income timing.
- Support the design of tax‑aware investment strategies (e.g., asset location, tax-loss harvesting frameworks, use of tax-efficient vehicles) in coordination with the investment team.
- Take comprehensive client financial data and create detailed financial plans to include scenario modeling, retirement planning, cash-flow analysis and goal-based planning.
- Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
- Contribute to internal tools development, templates, calculators, and workflows that standardize and scale tax and financial planning within our proprietary platform.
- Participate in advisor training, office hours, and webinars to elevate tax and financial planning literacy and adoption across the advisor base.
- Monitor relevant tax law changes and communicate their planning implications to advisors and internal stakeholders.
- Ensure all planning and recommendations adhere to the firm’s fiduciary, compliance, and documentation standards.
- Education qualifications
- Bachelor’s degree in accounting, finance, economics, or a related field
- CFP and CPA/EA
- Advanced degree/designation (e.g., MST, JD with LLM in Taxation, or MBA) a plus
- 3-4 years of experience in tax planning and advice
- Experience in financial planning preferably within an RIA, multifamily office, public accounting firm, or private bank.
- Strong technical knowledge of individual income taxation, retirement plan rules, charitable strategies, and basic estate and gift tax concepts.
- Experience reading and interpreting individual, trust, and small-business tax returns (Forms 1040, 1041, 1065, 1120‑S, etc.).
- Demonstrated ability to translate complex tax and planning topics into clear, actionable guidance for advisors and clients.
- Familiarity with financial planning software and tax modeling tools (e.g., eMoney, MoneyGuide, RightCapital, Holistiplan, or similar) is preferred.
- Experience managing a small team of professionals
- Experience working with a technology-first company
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Skills Required
- Bachelor's degree in accounting, finance, economics, or a related field
- CFP and CPA/EA certification
- 3-4 years of experience in tax planning and advice
- Experience in financial planning within RIA, multifamily office, public accounting firm, or private bank
- Strong technical knowledge of individual income taxation
Farther Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Farther and has not been reviewed or approved by Farther.
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Strong & Reliable Incentives — Advisor compensation includes a transparent, higher‑payout grid and equity participation that can deliver strong upside for producers. The design emphasizes meaningful rewards as production grows.
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Healthcare Strength — Medical coverage via a major national carrier with multiple plan options, HSA/FSA contributions, and complimentary primary‑care access signal comprehensive healthcare support. Dental and vision coverage round out the core offering.
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Retirement Support — A 401(k) with company match that vests immediately, alongside traditional, Roth, and after‑tax options, enables advanced retirement saving strategies. Administration via Empower supports accessibility.
Farther Insights
What We Do
Farther is the intelligent wealth management firm that's redefining the industry by combining proprietary technology with expert financial advisor guidance. We're building a generational financial institution that empowers advisors to focus on what matters most - they're clients and growing their business - while our all-in-one platform handles the back-office complexity. Our comprehensive wealth management platform offers clients a unified view of their entire financial lives through a single login, while advisors gain access to advanced tools for building personalized, tax-optimized portfolios. We provide access to extensive public strategies and alternative investments, plus our own Farther Asset Management products alongside offerings from BlackRock, Vanguard, and Fidelity. Named the #1 fastest-growing financial services firm in America by Inc. Magazine with 11,968% revenue growth over three years, we've achieved over $13 billion in recruited assets and are backed by $118M in funding, including a Series C led by CapitalG (Google's growth fund). With 400+ employees across offices in New York, Dallas, and San Francisco, we're scaling rapidly while maintaining our commitment to innovation and excellence.
Why Work With Us
We're building a generational financial institution and a mission-driven team through our CARE values: Communication, Action, Respect, and Excellence. Named to Inc. Best Workplaces two years running, we offer comprehensive benefits like $0 health coverage, immediate 3% 401(k), unlimited PTO, and quarterly recognition programs.
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