Tax Planning Advisor

Location: Cedar Rapids, IA

Full-time in office

Compensation: $110,000 - $130,000, based on experience

We are a Cedar Rapids-based wealth management firm. Our culture of care and accountability help us champion our clients’ futures. We pride ourselves on our client-centric approach, employing a combination of investment management, retirement planning, and legacy wealth strategies to craft truly individualized financial plans. Our culture is built upon unwavering integrity, positivity, and a sincere appreciation of shared success, both in how we serve our clients and how we work together as a team.

We are excited to announce a new opportunity for an experienced Tax Planning Advisor to our practice. As part of a larger team, we would combine our experience, sound judgment, and highly personalized service with yours to provide a world class experience for our valued clients. Together we would build and enrich client relationships while upholding our firm’s values and commitment to client service.

In your new role, you can expect to:

• Assist in the integrated tax and wealth management of clients’ assets, including investment, estate, financial, tax, and philanthropic needs.
• Oversee tax planning for a designated client base.
• Understand and apply the benefits of an integrated tax planning software with the SFS client service model.
• Enhance the integration of various disciplines within the wealth management platform (tax, estate, charitable, investment, risk mitigation, and financial).
• Comprehend the philosophy and mechanics of the investment strategy.
• Review cases and set up, prepare, and implement action steps for client reviews in conjunction with colleagues.
• Maintain and enhance client service levels as part of a larger service team.
• Participate in designing new prospective cases.
• Monitor tax, philanthropic, and planning issues as they arise.
• Provide candid feedback for firm growth decisions, drawing from your experience.
• Business development, relative to identifying and onboarding new wealth management clients.
• Serve as a primary tax resource for a specific segment of clients, providing individual and collaborative client service.
• Review estate plan documents, tax situations, and other financial planning topics.
• Engage in year-round tax compliance reviews and planning.
• Oversee and partner with targeted clients to review and evaluate tax returns and compliance for assigned clients.
• Ensure timely completion of tax-related research, data gathering, and presentation materials.
• Present components of comprehensive financial plans to clients.
• Manage scheduled client contact, including preparation, agenda setting, and follow-up.
• Collaborate with the investment team to manage tax issues in client portfolios.
• Act as an internal expert on tax planning, compliance, and administration.
• Monitor and review client quarterly tax estimates and provide custom recommendations.

Qualifications for this opportunity include:

• Bachelor’s degree in math, finance, accounting, or business preferred
• 5 years of experience in the industry
• 3+ years of experience in financial or accounting services
• Series 7, 66 and Life and Health license are preferred (or obtained in within 12 months)
• CPA designation preferred
• Holistiplan experience preferred
• Experience in client-focused planning activities in the high-net-worth space is desirable.
• Professionalism and the ability to thrive under pressure
• Excellent oral and written communication skills
• Attention to detail
• Strong problem-solving and critical-thinking skills
• Positive attitude and enthusiasm
• Confidence and adaptability
• Flexible in embracing change
• Drive to help clients and co-workers
• Willingness to learn

We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about what we have to offer. Please see if we might be an attractive fit for both you and us. We look forward to meeting you!