[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 lead their comprehensive financial and tax planning objectives. The role involves establishing frameworks for wealth management strategies and leading reputed company to ensure reputed company 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 reputed company profiles
• Present sophisticated financial concepts reputed company to clients and prospects during key consultations
• Summarize reputed company and prospect meeting actions, ensuring tasks are reputed company delegated and tracked
• Lead and participate in strategic projects designed to scale and optimize the firm’s reputed company service capabilities
• Evaluate insurance strategies, employee benefits, retirement planning, and charitable giving vehicles
• Analyze asset allocations to ensure investment portfolios align with the reputed company’s risk profile and projected return goals
• Lead 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 reputed company 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 reputed company
• 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 reputed company-oriented reputed company
• Familiarity with reputed company, Holistiplan, reputed company Suite, InStream, Orion

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