Director of Tax Planning
- Employer
- Cassaday & Company
- Location
- Mclean, VA
- Closing date
- Oct 19, 2019
View more
- Industry
- Financial Services and Banking
- Function
- Executive, Management, Director
- Hours
- Full Time
- Career Level
- Experienced (Non-Manager)
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Cassaday & Company, Inc., a top wealth management firm in the country and Virginia's #1 financial advisor, is seeking an Enrolled Agent or CPA (Personal Financial Specialist (PFS) certification is preferred but not required) to join our nationally ranked, award winning planning staff. As a member of Cassaday & Company, Inc. you will provide tax consulting and strategy for our high net worth clientele. Candidate 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. 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. He or she 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. Position offers top benefits and salary commensurate with credentials and experience. The position includes, but is not limited to, the following responsibilities: Answering client and staff tax related questions. Review of clients' tax returns. Providing recommendations, consult on, and comparisons of proposed strategies. Pro forma tax projections. Interface with client tax preparers. At Cassaday & Company, Inc., we value employee satisfaction, professional development and workplace excellence. Our benefits package includes: Health, dental, and vision insurance; Life, long-term and short-term disability insurance; Flexible spending accounts; 401(k) options; Paid time off (including paid holidays); Tax-free dependent assistance; Tax-free education and tuition assistance; Many others. To submit an application, please email careers@cassaday.com with your cover letter, resume, and salary requirements.
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