At Financial Symmetry, we help people live more intentionally with their money. We’re a fee-only fiduciary firm that values clarity, collaboration, and care—in the way we serve our clients and how we support each other.
As we grow into our 25th year, we’re excited to introduce a new position that will lead and help shape the future of our in-house tax services.
About the Role
We’re looking for a skilled and service-minded Tax Manager to lead our internal tax team. This is a hands-on leadership position—one that combines deep tax knowledge, a heart for mentoring, and a desire to help clients navigate tax planning opportunities.
You’ll be responsible for preparing occasional complex tax returns and reviewing tax returns for final submission, managing seasonal workflows, and partnering with our financial advisors to deliver thoughtful, integrated tax planning strategies. This role will also play a key part in developing and scaling our internal tax processes as we grow.
What You’ll Do
- Lead the Tax Team: Provide mentorship, feedback, and leadership for tax team members
- Prepare & Review Returns: Handle complex individual, trust and small business tax returns and review others for accuracy and completeness
- Optimize Workflows: Manage processing timelines, team capacity, and tools to keep our busy season running smoothly
- Collaborate with Advisors: Work side-by-side with financial planners to integrate tax insights into client strategies
- Stay Sharp: Monitor tax law changes and implement improvements in our services
- Support Technology & Systems: Help us refine our internal tax tools and systems to streamline operations and enhance our client’s tax prep and planning experience
What You Bring
- CPA license required
- 7+ years of experience in individual tax preparation, with some team leadership or mentorship experience
- Strong knowledge of tax laws and client-focused tax planning
- Great communicator—able to explain technical concepts with clarity and care
- Thoughtful about systems, processes, and open to sharing how to make things run better
- Experience in a wealth management firm is a plus, but not required
Compensation, Benefits & Growth
We offer competitive pay that reflects your expertise and leadership. For this role, the expected salary range is $110,000–$135,000, depending on experience and fit.
You’ll also receive:
- Performance-based bonuses
- 401(k) with firm match
- Health, dental, and vision insurance
- Generous PTO and paid holidays
- Support for CPA licensing and continuing education costs
- A flexible, hybrid work environment
Growth Path & Future Opportunity
This role is designed for long-term growth. For the right person, it offers the potential to grow into a Director-level leadership role, and possibly into a Partner-track position within 5–7 years.
If you’re excited to lead a team, grow a service area, and make a lasting difference in the lives of clients and colleagues, we’d love to hear from you. Email your resume to hgudac@financialsymmetry.com.
