Director of Tax & Wealth Planning for UHNW Clients

Hemphill - Search • Consulting • Staffing

Lincoln (NE)

On-site

USD 120,000 - 200,000

Full time

14 days+

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Job summary

Hemphill - Search • Consulting • Staffing is seeking a Director of Tax & Financial Planning in Lincoln, NE to lead the planning function for all clients, with emphasis on high-net-worth and ultra-high-net-worth individuals. You will work closely with the CEO and wealth advisors to create comprehensive financial plans and oversee a small planning team.

The role emphasizes estate planning, RSU and stock option strategies, Roth conversions with IRMAA analysis, and coordinating data gathering and

Qualifications

CPA licensed with experience serving high net worth clients.
Ability to create holistic financial plans.
Experience mentoring junior planners.

Responsibilities

Own the planning function for all clients, serving as the point person for complex HNW and ultra-HNW cases.
Create tax and wealth plans including estate, RSU, stock option strategies, and Roth conversions with IRMAA analysis.
Review returns and integrate with comprehensive financial plans to maximize wealth and minimize tax liability.
Collaborate closely with the CEO and wealth advisors to gather data and finalize the plan.
Present financial plans to clients alongside the CEO and wealth advisor, discussing short- and long-term options.
Hire, coach, and mentor junior planners to build a high-quality planning team.
Roll up your sleeves and drive career growth within planning or migrate to advisor roles.