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Position:
Tax Planning Director
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Location:
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2950 SW McClure Rd
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Topeka, KS
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Job Id:
1398
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# of Openings:
1
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Position: Tax Planning Director
Department: Marketing
Reporting to: President of Annuity Marketing
Overview:
We are looking for a Tax Planning Director to take the lead in educating our advisor network on complex tax cases to support their high-net-worth clients. This role will partner with our Advanced Markets team to create comprehensive proposals for advisors; conducting extensive research and validate available tax strategy options that meet all legal and industry requirements. While deep specialized knowledge will be required in this role, the ability to communicate and share that knowledge will be the differentiator.
What you'll do:
- Provide in-depth support to advisors on advanced tax strategies including Roth conversions, charitable planning, estate planning, business succession planning, executive compensation, and qualified plans
- Train and educate advisors to help build their knowledge of advanced tax planning; enabling the advisors to effectively convey advanced planning recommendations to clients
- Provide advanced tax planning strategies to optimize presented recommendations using all available resources
- Build and maintain working relationships with internal marketing teams and their advisors
- Partner with other internal areas including marketing, legal, and compliance as needed to bring a holistic and comprehensive view to the table
- Juggle multiple complex cases at a given time; quickly shifting from one client scenario to another
- Present to groups of advisors at various events on Advanced Markets
- Provide direction to advanced markets and marketing teams on best practices; determine and develop a standardized approach to processing complex, corrective, and exception-based transactions in a timely and accurately manner
Experience you'll bring:
- 5 or more years' experience working in the Financial Service industry
- Expert level experience in Tax Planning strategies included Roth conversions, life insurance, IRA to CVLI, qualified charitable distributions, donor-advised funds, tax harvesting. Medicare and more
- Broad and Strong financial services product knowledge (Life Insurance, Annuities, Securities)
- Strong interpersonal skills; can quickly develop relationships and inspire trust
- Problem solving; the ability to use judgment from broad knowledge and experience when addressing complex issues
- Confident, professional, and articulate in verbal and written communication
- Strong organizational skills and the ability to work with a high degree of accuracy while handling multiple responsibilities
Bonus Points:
- Bachelor's degree in related field
- Excellent presentation and facilitation skills, both in creation and delivery
- JD, CLU, ChFC, CFP, CPA designation(s)
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site cafe, gym and primary care physician
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee Sponsored events.... And so much more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Apply for this Position
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Advisors Excel
August 12, 2022