Tax Manager (Boston, MA or Fairfax, VA)

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As a Senior Tax Accountant on the Finance & Strategy team, you’ll play a pivotal role by being responsible or involved in all aspects of EFE’s tax function.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Senior Tax Accountant role, we are seeking a candidate with critical thinking and attention to detail to help advance the tax function of EFE. If you are a self-starter who can handle frequently changing demands, this may be an opportunity for you!

Responsibilities:

• Prepare and review various tax workpapers, including tax provision and various indirect taxes
• Assist and also lead cross functional projects to optimize the tax function
• Identify, design, and implement process improvements and automation of tax processes
• Document processes and tax positions with memos or presentations
• Research technical tax issues from various stakeholders
• Assist in the resolution of tax notices and tax audits
• Provide ad hoc support in other areas as requested

Requirements:

• ASC 740 and tax accounting experience
• 5-7 years of corporate and partnership tax experience, with public accounting experience preferred
• Excellent written and verbal communication skills
• Strong Microsoft Excel skills
• Quick learner who is both detailed and can see the big picture
• Always seeking to understand and improve tax processes
• Ability to work independently and manage multiple priorities
• Shows conviction in their ideas yet also collaborative and practical
• Position requires a high level of integrity and confidentiality

Edelman Financial Engines takes a market-based approach to pay. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $99,600- $145,000.   However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3

Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

2 Edelman Financial Engines data, as of Dec. 31, 2022.

3 Edelman Financial Engines data, as of Sep. 30, 2023.