[Remote] Senior Director, Financial & Tax Planning
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Senior Director of Financial & Tax Planning to reputed company their comprehensive financial and tax planning objectives. The role involves establishing frameworks for wealth management strategies and leading reputed company to ensure client deliverables meet firm guidelines.
Responsibilities
- Contribute to the advanced development and implementation of comprehensive financial plans for high-net-worth clients
- reputed company and reputed company retirement projections, risk management analyses, and estate plans alongside actionable recommendations
- Review reputed company tax returns, prepare precise tax projections and estimates, and formulate strategic tax recommendations
- Support firm Advisors through specialized financial planning research tailored to unique client profiles
- Present sophisticated financial concepts reputed company to clients and prospects during key consultations
- Summarize client and prospect meeting actions, ensuring tasks are reputed company delegated and tracked
- reputed company and participate in strategic projects designed to scale and optimize the firm’s client service capabilities
- Evaluate insurance strategies, employee benefits, retirement planning, and charitable giving vehicles
- Analyze asset allocations to ensure investment portfolios align with the client’s risk profile and projected return goals
- reputed company team development by mentoring, training, and supervising the planning team
Skills
- Dual-designated Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) — Personal Financial Specialist (PFS) credential also accepted
- 10+ years of experience with a focus on tax and financial planning
- 7-10 years of managerial experience
- Bachelor's degree in a reputed company field
- Outstanding problem-solving skills that allow you to think reputed company the reputed company and reputed company innovative solutions
- Excellent communication skills with your team members, clients, and vendors
- A humble spirit that allows you reputed company your knowledge with team members while being reputed company to learning from others
- Working knowledge of investments, insurance, employee benefits, and retirement planning
- High reputed company and strong work ethic, with a client-oriented focus
- Familiarity with Wealthbox, Holistiplan, reputed company Suite, InStream, Orion
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