Director, Tax & Financial Planning - Wealth Management

Hemphill - Search • Consulting • Staffing; Lincoln (NE); On-site; USD 120,000 - 200,000; Full time

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.

Education

CPA credential

Job description

As a CPA, your experience guiding high net worth individuals through tax planning strategies becomes valuable while creating all-inclusive and holistic financial plans for ultra-high-net worth individuals. This could become your chance to migrate from tax into the lucrative field of wealth management. The following is an overview of the work:

• As Director of Tax & Financial planning, you will take ownership for the planning function for all clients, and being the point person for the most complex high-net-worth and ultra-high-net-worth clients.
• Create plans that include estate planning, business liquidation planning, RSU, qualified, and non-qualified stock option exercising strategies, deferred compensation plans, 72(t), Roth conversions with IRMAA analysis, using QCDs to manage RMDs, withdrawal sequence planning and much more.
• Review tax returns produced by the client’s CPA while creating holistic and comprehensive financial plans that maximize wealth creation, preservation, while minimizing tax liability.
• Work closely with the CEO and wealth advisors while gathering all financial information to complete the plan.
• Creating comprehensive plans and all supporting analysis while using state of the art software, and planning tools that create impressive well thought out plans.
• Present financial plans to customers alongside the CEO and wealth advisor while discussing various short and long-term options.
• Hire, coach, and mentor Junior planners to ensure we have a high quality team well positioned to deliver excellent solutions for all clients.

This is a very attractive opportunity. Roll up your sleeves while taking ownership for all planning, while developing a small planning team. This position offers continued career growth within planning, or migrating into more of an advisor role based upon your performance.