Director, Tax & Financial Planning - Wealth Management Firm

As a CPA, your experience guiding high net worth individuals through tax planning strategies becomes valuable while creating all-inclusive and holistic financial plans for ultra-high-net worth individuals. This could become your chance to migrate from tax into the lucrative field of wealth management. The following is an overview of the work:

• As Director of Tax & Financial planning, you will take ownership for the planning function for all clients, and being the point person for the most complex high-net-worth and ultra-high-net-worth clients.
• Create plans that include estate planning, business liquidation planning, RSU, qualified, and non-qualified stock option exercising strategies, deferred compensation plans, 72(t), Roth conversions with IRMAA analysis, using QCDs to manage RMDs, withdrawal sequence planning and much more.
• Review tax returns produced by the client’s CPA while creating holistic and comprehensive financial plans that maximize wealth creation, preservation, while minimizing tax liability.
• Work closely with the CEO and wealth advisors while gathering all financial information to complete the plan.
• Creating comprehensive plans and all supporting analysis while using state of the art software, and planning tools that create impressive well thought out plans.
• Present financial plans to customers alongside the CEO and wealth advisor while discussing various short and long-term options.
• Hire, coach, and mentor Junior planners to ensure we have a high quality team well positioned to deliver excellent solutions for all clients.

This is a very attractive opportunity. Roll up your sleeves while taking ownership for all planning, while developing a small planning team. This position offers continued career growth within planning, or migrating into more of an advisor role based upon your performance.

To learn more about this career opportunity on a confidential basis call Austin Hemphill at 402.334.4800 *246 or send a note to ahemphill@hemphillsearch.com to learn more. Job # 9703AH

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