Director of Tax & Wealth Planning

Hemphill - Search • Consulting • Staffing

Lincoln (NE)

On-site

USD 150,000 - 230,000

Full time

7 days ago
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Job summary

Hemphill - Search • Consulting • Staffing in Lincoln, NE seeks a Director of Tax & Financial Planning to own the planning function for all clients and serve as the lead for the most complex HNW and UHNW cases.

You will create holistic plans, including estate, RSU and stock option strategies, Roth conversions with IRMAA analysis, QCDs to manage RMDs, and withdrawal sequencing, review returns, present plans with the CEO and wealth advisors, and mentor junior planners.

Job description

Hemphill - Search • Consulting • Staffing in Lincoln, NE seeks a Director of Tax & Financial Planning to own the planning function for all clients and serve as the lead for the most complex HNW and UHNW cases.

You will create holistic plans, including estate, RSU and stock option strategies, Roth conversions with IRMAA analysis, QCDs to manage RMDs, and withdrawal sequencing, review returns, present plans with the CEO and wealth advisors, and mentor junior planners.

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