Director of Tax Strategies

2 weeks ago

McLean, United States Simplex Hires LLC Full time

This is a hybrid role based in the Greater Mclean VA / Tysons Corner area. In this role, you will NOT be preparing taxes Rather, you will be focused on helping high-net-worth clientele with tax planning and strategies. The exciting aspect of this role is that we're looking for someone not just with the technical skills to get the job done but also the desire and drive to build out our tax planning offering to add more value to our client's long term.

Our client does not prepare taxes - rather, they are a top Wealth Management Firm that provides comprehensive financial planning, retirement and tax planning, estate planning, risk management, and investment management services. The company manages approximately $5 billion in assets on behalf of clients.

RESPONSIBILITIES

  • Build out the tax planning and strategy offering over the long term to our clientele.
  • Answer client and staff tax-related questions with a heavy focus currently on Roth conversions and Secure Act 2.0 considerations.
  • Review clients’ tax returns.
  • Provide recommendations, consult on, and compare proposed strategies.
  • Pro forma tax projections.
  • Interface with client tax preparers.

REQUIREMENTS

  • 5+ years of professional experience in the tax industry. Experience working with high-net-worth clients is preferred.
  • An entrepreneurial mindset - the desire and vision to build a tax planning and strategy offering that adds significant value to our clients.
  • Client service-oriented mindset.
  • Experience/familiarity with fiduciary income tax advisory is a plus.
  • Familiarity with ProSystems SFX Tax Software is a plus.
  • Enrolled Agent or CPA required.
  • CFP (Certified Financial Planner) is a plus.
  • PFS (Personal Financial Specialist) is a plus but not required.
  • A Bachelor's Degree in Finance or Accounting with a focus in Taxation. A Master's in Taxation is preferred but not required.

Conversant in tax implications surrounding:

  • Investments
  • Insurance
  • Retirement plans
  • Estate planning
  • Comprehensive tax compliance
  • Tax advisory
  • Tax minimization strategies
  • The taxation of complex investment products
  • Charitable giving strategies
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