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Hybrid Assistant Director of High-Net-Worth Tax Planning

Chicago, IL 60606

Posted: 10/04/2023 Employment Type: Direct Hire Job Category: Finance Job Number: 712698

Job Description


Position Title: Hybrid Assistant Director of High-Net Worth Tax Planning

Wage: Based on Experience

A Hybrid Assistant Director of High-Net-Worth Tax Planning job in Chicago, IL is available through Accelerate Professional Talent Solutions. This role requires candidates to have 8+ years of financial planning and tax planning experience along with an active CPA certification. In this position, candidates will provide financial and tax consultation to high-net-worth clients to develop comprehensive financial plans for estate, business succession, and tax optimization. This position will also review tax, legal, and financial documents, and complete analysis for clients to build optimal strategies.

Assistant Director of High-Net-Worth Tax Planning job responsibilities include: 
- Provide financial and tax consultation to high-net-worth clients
- Develop financial plans for estate, business succession, and tax optimization
- Review tax, legal, and financial documents
- Analyze client finances to build optimal financial strategies
- Present financial plans to clients and advisors
- Collaborate and build relationships with clients

Qualifications:
- Bachelor’s degree in Business, Finance, Economics or Accounting
- 8+ years of financial planning and tax planning experience
- CPA certification
- Proficient experience with taxation, tax analysis and tax strategies 
- Excellent knowledge of tax optimization and high-net-worth strategies
- Experience with financial planning software

If you are interested in this Hybrid Assistant Director of High-Net-Worth Tax Planning job in Chicago, IL then please click APPLY NOW. For other opportunities available at Accelerate Professional Talent Solutions go to www.acceleratepros.com. If you have questions about the job please contact Jackie Iaquinta at jackie.iaquinta@acceleratepros.com.

This role has a salary of up to $300,000.
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