Director of Tax Strategies

Cassaday & Company, Inc.
Mclean, VA
May 14, 2022
May 17, 2022
Full Time
POSITION SUMMARYCassaday & Company, a top wealth management firm in the country and Virginia's #1 financial advisor, is seeking Enrolled Agent or CPA candidates to join our nationally ranked, award-winning planning staff. A' As a member of Cassaday & Company, Inc. you will provide tax consulting and strategy for our high-net-worth clientele. Candidates must be conversant in the tax aspects of financial planning, including the tax implications surrounding investments, insurance, retirement plans, estate planning, comprehensive tax compliance, tax advisory, tax minimization strategies, the taxation of complex investment products, and charitable giving strategies.A' This position requires no tax return preparation and is ideal for a creative thinker with good interpersonal skills who enjoys regular client contact and problem solving. Candidates must want to be part of a highly motivated, dynamic group of talent rallied around the idea of providing comprehensive advice that is impartial, unbiased, and objective.A' Position offers top benefits and salary commensurate with credentials and experience.A' RESPONSIBILITIESAnswering client and staff tax-related questions.Review of clients' tax returns.Provide recommendations, consult on, and comparisons of proposed strategies.Pro forma tax projections.Interface with client tax preparers.A' REQUIREMENTSCertifications:oA' A' CPA required.oA' A' CFP required.oA' A' PFS a plus but not required.Education:oA' A' College-level degree in Taxation or Financial field required.oA' A' Masters in Taxation preferred, but not required.Work Experience:oA' A' At least 6 years professional experience in the tax industry.oA' A' Experience with personal tax advisory is preferred.oA' A' Experience/familiarity with fiduciary income tax advisory a plus.oA' A' Familiarity with ProSystems SFX Tax Software a plus.?Preferred Skillsets:oA' A' Client service oriented mindset.oA' A' Ability to apply a creative approach to each client's individual situation to provide best possible recommendations.oA' A' Team player with ability to successfully work and collaborate with other team members.oA' A' Demonstrated commitment to holding one's self to high standards in all aspects of advising, consulting, and delivery of service to clients.oA' A' Exceptional communication skills (both oral and written).oA' A' Strong analytical and strategic thinking skills.oA' A' Ability to handle a heavy, time-sensitive workload through exceptional time and priority management. A' ABOUT USCassaday & Company manages over $4.5 billion in assets for approximately 2700 households.A' Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron's, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more. A' CASSADAY & COMPANY BENEFITS PACKAGEHealthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm401(k) optionsPaid time offTelework optionsHealth & Wellness Program, including:paid gym membershipquarterly & annual employee wellness eventsPaid parking in covered garage, OR monthly public transit subsidyTax-free Dependent Care Assistance and Education & Tuition Assistance programsCompany-sponsored employee appreciation events