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Director, Tax Advisory and Planning

Company: Edelman Financial Engines
Location: Anaheim
Posted on: June 20, 2022

Job Description:

At Edelman Financial Engines, we believe everyone deserves to move their financial life forward.We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone-not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our commitment inspires you, we invite you to consider joining our team!
As a Director, Tax Advisory & Planning ("TAP") on the Tax Planning team within the Wealth Planning organization, you'll play a pivotal role by helping clients and prospects with tax strategies so they can plan for their future and accomplish their long-term goals. You will identify tax optimized solutions and provide tax guidance that will enhance EFE's mission and expand our overall value proposition to both clients and Planners. As the Director, TAP, you will help define and lead our tax planning strategies, programs, policies, and projects - all to add more value to our Planners and clients.
In addition to a passion for helping people, we are looking for a candidate who is excited to join a rapidly growing nationwide team and new service offering. In this role, we need someone with proven experience working directly with clients and guiding them through complicated tax situations that are in line with their long-term retirement plans. If you are a tax professional looking for an opportunity to make an impact with proactive tax planning, enjoy working with a team to achieve a common goal, and have a strong desire to forge a career path within an inclusive and client-centric firm, this is the perfect role for you.
Key Stakeholders:

  • Tax Planning Leadership Team
  • Clients and Prospects
  • Planners
  • Internal Business Partnerships (e.g., Compliance, Legal, Wealth Planning, etc.)
    • Working directly with clients, prospects, and Planners to help consult and advise directly on tax implications, liabilities, and strategies as they relate to a comprehensive financial plan
    • Communicating effectively and efficiently to enquiries from Planners and Leadership.
    • Keeping current with accounting and tax issues, new trends, best practices, and legislative changes
    • Creating and analyzing tax projections with tax planning software (CCH Tax Planning preferred)
    • Building an increasingly robust tax planning offering, including growing a team of tax professionals and instilling best practices across the team
    • Recommending and drafting internal and external tax training topics and content for Planners, clients, and potential clients
    • Working closely with partners to define and deliver new tax service enhancements relative to new needs and optimization
    • Creating overall tax planning standards and practices and ensure adherence; ensuring all tax practices adhere to regulatory standards
    • Taking the initiative in thought leadership, innovation, and creativity
    • Preparing, reviewing, and signing a variety of tax returns at the federal and potentially multi-state specific level (as needed during tax season)
    • Able to assist tax department personnel with client matters, including responding to notices from taxing agencies, assistance with IRS examinations, and preparation of client advice letters
      • Holds a CPA license, Enrolled Agent certificate, or LLM (Master of Law in Tax) in good standing
      • Holds a bachelor's degree or higher in accounting or finance and is in good standing
      • 5 years plus public accounting experience in tax return preparation and consultation / planning; experience with a big 4 or national firm preferred
      • Previous experience as a Tax Manager with responsibilities of preparation, review, and signing on behalf of the organization
      • Breadth and in-depth knowledge with leading tax teams in consultancy / planning and/or preparation
      • Experience with preparation of personal & business tax returns using CCH Wolters Kluwer software (Axcess and/or Pro System fx preferred)
      • Experience with tax planning software (CCH Tax Planning preferred)
      • Proficient with Windows and Microsoft Office
      • Detail oriented, exceptional follow through, and reliable
      • Ability to work in a fast-paced environment and perform work efficiently to meet deadlines
      • Able to work effectively as part of a team yet function well with independent responsibilities and autonomy
      • Adept at learning and adapting to new technologies and procedures
      • Strong interpersonal skills and ability to work well with all levels of the firm
      • Experience working with Financial Planners and their teams to create a comprehensive financial planning offering
      • At this time, we are not considering candidates who will be maintaining personal clients, contracting out, or working with other firms. We are looking for a dedicated team member who is exclusively working with Edelman Financial Engines and who will be devoted to our clients and collaborating with the rest of the Tax Planning team.
        About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, as recognized by Barron's,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage $291 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1 The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. 2 Data as of Dec. 31, 2021.3 Data as of Dec. 31, 2021.2020189

Keywords: Edelman Financial Engines, Anaheim , Director, Tax Advisory and Planning, Accounting, Auditing , Anaheim, California

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