What are the responsibilities and job description for the Director of Tax Strategies position at Cassaday & Company?
POSITION SUMMARY
Cassaday & Company, a top wealth management firm in the country and Virginia’s #1 financial advisor, is seeking an Enrolled Agent or CPA candidate 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. 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.
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. The right candidate will have an Entrepreneurial spirit and desire to develop a service offering fitting of the quality our clients have come to expect. 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.
Position offers top benefits and salary commensurate with credentials and experience.
RESPONSIBILITIES
- · Answering client, financial advisor, and staff tax-related questions.
- · Review of clients’ tax returns for planning opportunities
- · Review proposed tax strategies to provide recommendation and/or alternative options that best accomplish client goals.
- · Pro forma tax projections.
- · Interface with clients’ tax preparers.
REQUIREMENTS
· Certifications:
o CPA required
o CFP preferred, but not required.[AC1]
o PFS a plus but not required.
· Education:
o College level degree in Taxation or Financial field required.
o Masters in Taxation preferred, but not required.
· Work Experience:
o At least 6 years professional experience in the tax industry.
o Experience with personal tax advisory is preferred.
o Experience/familiarity with fiduciary income tax advisory a plus.
o Familiarity with ProSystems SFX Tax Software a plus.
· Desired Skillsets:
o Client service-oriented mindset.
o Entrepreneurial spirit and desire to enhance the service offering over time.
o Interest in developing a team of tax professionals to deliver the identified tax planning service offering on a broader scale.
o Ability to apply a creative approach to each client’s individual situation to provide best-possible recommendations.
o Team player with ability to successfully work and collaborate with others.
o Demonstrated commitment to holding one’s-self to high standards in all aspects of advising, consulting, and delivery of service to clients.
o Exceptional communication skills (both oral and written).
o Strong analytical and strategic thinking skills.
o Ability to handle a heavy, time-sensitive workload through exceptional time and priority management.
ABOUT US
Cassaday & Company manages over $6 billion in assets for approximately 3,000 households.
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.
CASSADAY & COMPANY BENEFITS PACKAGE
- · Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm
- · 401(k) options
- · Generous paid time off (including Birthday PTO & Summer Friday benefit)
- · Hybrid work environment
- · Health & Wellness Program, including:
o paid gym membership
o quarterly & annual employee wellness events
- · Paid parking in covered garage, or monthly public transit subsidy
- · Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
- · Company-sponsored employee appreciation events
