Senior Director Tax

Artemis Staffing; Lexington (KY); On-site; USD 180,000 - 200,000; Full time

Job summary

A leading investment advisory firm seeks a Sr Director of Tax to enhance tax operations. This role involves tax planning, compliance, and collaboration with financial advisors to integrate tax strategies into client financial plans. The ideal candidate will have extensive experience in tax matters and excellent communication skills, contributing to a team-focused environment.

Benefits

Medical insurance

Vision insurance

401(k)

PTO: 3 weeks + major holidays

Sick Time: Generous and flexible

Summer Fridays: Early release at 12 PM

Qualifications

• Minimum of five to seven years relevant tax return preparation and planning experience.
• Experience with high-net-worth individuals and familiarity with tax matters.

Responsibilities

• Develop comprehensive tax strategies for high-net-worth clients.
• Review and sign federal and state tax returns for clients.
• Educate clients and advisors on tax strategies and changes.

Skills

Communication

Analytical Skills

Organizational Skills

Education

Bachelor’s degree in accounting, finance, or related field

Tools

CCH’s suite of products

Microsoft Office

Job description

6 days ago Be among the first 25 applicants

This range is provided by Artemis Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$180,000.00/yr - $200,000.00/yr

Artemis Staffing is proud to partner with a highly respected, SEC-registered investment advisory firm that puts clients at the heart of everything it does. With a national reputation for delivering tailored investment strategies, this firm operates through two distinct divisions:

• Wealth Management: Focused on personalized investment strategies and holistic financial planning for individuals, families, and privately held businesses.
• Institutional Services: Acting as Chief Retirement Plan Officer for plan sponsors and offering fiduciary investment guidance to foundations, endowments, and family offices.

The Opportunity

We are seeking a dynamic Sr Director of Tax to lead and enhance the firm’s tax operations. The Wealth Management Tax division provides investment management and comprehensive financial planning services to individuals, families, and privately-owned business owners. Our Institutional Division serves retirement plan sponsors as a “Chief Retirement Plan Officer”, providing fiduciary investment advice, plan governance, and participant education services, in addition to providing institutional investment services to foundations, endowments, and private family offices.

Job Summary

The Sr Director of Tax will serve clients and financial advisory teams as a resource for tax planning and strategy and will work to integrate tax planning into comprehensive financial plans for qualified clients. The Sr Director of Tax will have a strong background in tax planning, compliance, and preparation, with the ability to analyze complex financial situations and provide strategic insights. This role involves reviewing tax returns, advising clients on tax strategies, and collaborating with wealth management teams to integrate and implement tax planning into overall financial strategies.

Primary Duties and Responsibilities

• Tax Planning and Strategy: Develop comprehensive tax strategies for high-net-worth clients, focusing on minimizing tax liabilities and maximizing tax efficiency.
• Tax Return Review: Review and sign federal and state tax returns for clients, ensuring accuracy and compliance with all tax regulations. Provide insights and recommendations for future tax considerations.
• Client Advisory: Serve as an integral piece to the client advisory team, serving as a contact for clients, addressing inquiries and providing expert guidance on various tax-related matters.
• Collaboration: Work closely with financial advisors and other team members to integrate tax considerations into clients' overall wealth management plans. Participate in team meetings and actively contribute to the delivery of outstanding client experiences with the team.
• Research and Analysis: Stay current on tax laws, regulations, and trends. Conduct research to ensure compliance and identify opportunities for clients.
• Education and Communication: Educate clients and advisors on tax strategies and changes in tax legislation. Prepare and present tax-related workshops and seminars as needed.
• Tax Correspondence: Assist in responding to and proactively resolving any notices.
• Mentorship: Guide and mentor other tax and accounting team members, providing training and support when needed.

Qualifications

• Bachelor’s degree, or higher, in accounting, finance, or a related field.
• Minimum of five to seven (5-7) years relevant tax return preparation and planning experience.
• Proficient in CCH’s suite of products, ideally Axcess and Engagement, Microsoft Office (particularly Word and Excel), and other applicable software applications
• Experience with high-net-worth individuals and familiarity with tax matters, a plus.
• An engaging and friendly personality.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Strong analytical and organizational skills.
• Ability to handle multiple tasks simultaneously and prioritize accordingly.
• Self-motivated, with a desire to grow personally and professionally within the Company, with the ability to work collaboratively with the entire team.
• Personal characteristics: Client-first attitude, team player, ability to think critically and analytically, engaged in learning and expanding personal knowledge.

Salary: $180,000–$200,000 + bonuses (based on experience)

PTO: 3 weeks + major holidays

Sick Time: Generous and flexible

️ Summer Fridays: Early release at 12 PM

Why Join?

This is a rare opportunity to grow your career with a firm that values collaboration, excellence, and work-life balance. You'll play a key role in shaping the financial future of an organization that is making a difference for its clients—and for its team.

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Strategy/Planning

• Industries

  Consumer Services and Business Consulting and Services

Referrals increase your chances of interviewing at Artemis Staffing by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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