Senior Tax and Accounting Specialist

5 days ago


Des Moines, Iowa, United States Principal Financial Services, Inc. Full time
Job Summary

We are seeking a highly skilled Advanced Markets Director to join our team at Principal Financial Services, Inc. This role is crucial in providing critical support on complex tax and accounting issues, including estate, business, executive benefit, and financial planning cases.

The ideal candidate will have a broad understanding of the sales process, extensive knowledge of state and federal laws relating to estate planning and business insurance, and a proven understanding of qualified plans.

  • Provide expertise, analysis, and recommendations to producers, regional market centers, home office, and/or clients' professional advisors.
  • Draft, design, and deliver marketing materials, courses, and seminars for financial professionals, attorneys, marketing, trust officers, accountants, producers, and CPAs.
  • Maintain and provide the highest level of expertise in tax and legal matters.
Requirements

The successful candidate will have a law degree from an accredited law school, admittance to the bar in at least one state, and 6 years of related experience.

  • FINRA Series 6 registration or must be acquired within 18 months of employment.
  • Strong communication and analytical skills.
What We Offer

We offer a competitive salary range of $137,000 - $185,000 per year, flexible time off, and a comprehensive benefits package.

Our company is an Equal Opportunity Employer and welcomes applications from diverse candidates.


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