Director of Advanced Tax Planning - Wealth Management

Atlanta, GA • Alpharetta, GA • Sandy Springs, GA

Full-time $200,000.00 - $300,000.00

Posted 10/21/2024

We are a leading National independent wealth management firm based in the Atlanta area, with offices throughout the southeast.

We have been around for 35+ years providing comprehensive financial planning and investment management to primarily high net worth individuals. We currently have $17+ Billion in assets under management across our 3500+ clients.

Our firm is growing (nearly 20% over the last 2 years) with plans to continue our expansion throughout the southeast over the next 3-5 years and more. With that we are looking to add a Director of Advanced Tax Planning to our team.

The role is focused on reviewing income and transfer tax filing for our high net worth clients and their closely held businesses.

The ideal candidate is a subject matter expert in this arena, and would be engaging with the firm's lead advisor. This role would not be leading a team, but as the firm grows may develop a team down the line.

Responsibilities may include, but are not limited to:

Develop and implement tax planning strategies for high net worth individuals and families
Stay up to date on all tax laws and regulations and ensure compliance for all clients
Advise clients on tax implications of various investment strategies and financial decisions
Build and maintain strong relationships with clients and internal teams
Monitor tax deadlines and ensure timely filing of all tax returns
Manage and mentor a team of tax professionals

Qualifications:

B.S. in Accounting, CPA, JD, EA, or equivalent
10+ years of experience in Tax Planning and Compliance
Strong knowledge of financial services industry and investment products
Excellent communication and interpersonal skills
Ability to work independently and manage multiple projects simultaneously
Strong leadership and team management skills
Detail-oriented and highly organized
Ability to adapt to changing tax laws and regulations

Benefits

Full Benefits - starting day 1

401K - match

Paternity/Maternity leave

17 days PTO + 10 annual holidays

Cell Phone stipend

Paid Parking/Commuter Stipend

Applicants must be authorized to work in the U.S.

Additional ways to apply

Preferred Skills

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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 10/21/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

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