Director of Tax Advisory Services
Job Description: Director, Tax Advisory Services
As a technical lead and subject matter expert, the Director, Tax Advisory Services, is responsible for stewarding the organization's tax consulting and compliance knowledge to serve a broad range of clients. The individual will be pivotal in influencing the delivery of tax guidance to clients through our team of financial advisors. A key to this position's success will be the integration of wealth management and tax advisory and compliance services. As the Director, the position will require strategic thought on practice evolution, a strong orientation and stewardship of product quality control, and an unwavering mantra of full execution on service deliverables.
• Department/Group: Client Accounting Services
• Position Type: Full Time; Exempt
• Location: Athens, GA or Remote with some travel
• Pay : ~$150K
• Reports To: Chief Operating Officer
• Travel Required: Occasionally
This opportunity affords a senior tax professional the chance to make a leap into the wealth management industry, removes billable hour/public accounting-esque requirements, and provides a collegial, “give back” environment focused on supporting and developing teammates. The position will have the unique opportunity to put skills, knowledge, and experience to use to influence the evolution of an already strong and compelling wealth management value proposition.
Responsibilities
• Deliver or direct comprehensive tax planning services including review, preparation, and filing for individuals and businesses including corporations, partnerships, estates, trusts, and others.
• As necessary, to adequately meet and exceed region-leading client service demand, build and lead a tax preparation team of full and/or part-time dedicated resources, inclusive of rotating in eligible on-staff Associate Advisors, while deftly cultivating essential tax knowledge and service delivery team skills.
• Routinely consult with on-staff Investment Advisors to review clients' tax situations and share advice on tax planning opportunities.
• Join Advisors in virtual or face-to-face client meetings, as requested, where opportunities to support education on dealing with complicated or advantageous strategies may exist.
• Collaborate and participate in wealth management business development opportunities.
• Organize and routinely deliver content internally, such as common scenario strategies, new or pending legislation impact, guidance for responding to frequently asked questions and other hot topics, with an ongoing goal of enhancing the overall skills and knowledge of the advisory team.
Required Job Skills and Abilities
• Strong knowledge of the tax code and technical accounting principles
• Ability to identify client opportunities and develop solutions
• Excellent verbal and written communication skills
• Proficiency in MS Office applications
• Solid attention to detail
• Effective interpersonal skills including the ability to translate technical issues concisely
• Ability to properly handle confidential and sensitive client and company information
Qualification and Education Requirements
• Bachelor's degree in Accounting or Finance required; Master's degree is optimal (MST, MBT, or MSA)
• Active CPA license required
• Five to eight years of experience in tax
Additional Notes
• Candidate's employment is contingent upon the successful completion of personal and professional references and background verifications.
Financial Services
Accounting/Auditing
Full-time