Senior Director, Financial & Tax Planning

Job Summary

The Senior Director, Financial & Tax Planning (SDFTP) will lead and execute the firm’s comprehensive financial and tax planning objectives. In this role, you will establish standardized frameworks for complex wealth management strategies—integrating investments, retirement, tax, insurance, philanthropy, and estate planning. Utilizing advanced analytical tools, the SDFTP evaluates client portfolios and delivers strategic short- and long-term recommendations.

Required Qualifications

• 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 related field
• Outstanding problem-solving skills that allow you to think outside the box and develop innovative solutions
• Excellent communication skills with your team members, clients, and vendors
• A humble spirit that allows you to share your knowledge with team members while being open to learning from others
• Working knowledge of investments, insurance, employee benefits, and retirement planning
• Familiarity with Wealthbox, Holistiplan, Microsoft Suite, InStream, Orion (preferred)
• High integrity and strong work ethic, with a client-oriented focus