What are the responsibilities and job description for the Director of Tax position at Soltis Investment Advisors?
About Us
Soltis Investment Advisors is a registered investment advisory (RIA) firm providing investment management and wealth management services to individual clients and households since 1993. As we continue to expand, we are seeking a highly skilled Director of Tax to lead and build our in-house tax solutions.
This is a unique opportunity for an experienced tax professional to develop and execute a tax strategy that integrates seamlessly with our comprehensive financial planning services. The successful candidate will work closely with advisors, manage tax planning initiatives, and help deliver best-in-class tax solutions to our clients.
Position Summary
The Director of Tax will be responsible for leading the firm’s tax strategy, providing advisory support to clients and advisors, and managing tax compliance processes. This individual will play a key role in business development, partnering with internal advisors to educate clients on tax-efficient strategies.
The ideal candidate is a licensed CPA with experience in tax planning, compliance, and advisory services, who thrives in a collaborative, client-focused environment.
Key Responsibilities
- Develop and lead Soltis’ in-house tax function, ensuring seamless integration with our wealth management services.
- Collaborate with financial advisors to provide tax planning strategies and optimize client financial outcomes.
- Assist with tax return preparation and review to ensure accuracy and compliance.
- Identify tax-saving opportunities for clients, including investment tax planning, retirement tax strategies, and estate tax considerations.
- Participate in business development efforts, presenting tax solutions to existing and prospective clients.
- Stay up to date on tax laws and regulations, proactively advising clients on relevant changes.
- Optimize tax processes and technology, improving efficiency in tax planning and reporting.
Qualifications
- Licensed CPA (Required)
- 7-10 years of CPA experience (Preferred)
- Strong understanding of individual, corporate, and investment-related tax matters
- Experience in tax advisory, planning, and compliance
- Excellent communication skills, with the ability to explain complex tax strategies in a client-friendly manner
- Ability to work in a collaborative, high-performance environment
- Experience working with high-net-worth clients is a plus
Why Join Us?
- Opportunity to build and lead the tax function within a growing wealth management firm.
- Collaborative and high-impact role with direct exposure to senior leadership.
- Competitive salary and benefits package.
- Hybrid work model with a strong in-office culture in Salt Lake City or Lehi, UT.
Benefits & Pay
- Salary: Commensurate with experience.
- Health Insurance: Multiple health plan options with significant employer premium coverage for health, dental, and vision insurance.
- Retirement Savings: Employer-matched retirement plan, fully vested, with covered administration and management fees.
- Paid Time Off: Paid vacation, personal leave, and floating holidays, with increased accrual rates based on years of service.
- Parental Leave: Paid maternity and paternity leave.
- Wellness & Additional Support: Wellness benefits, including health club membership reimbursement, and paid leave for bereavement, jury duty, and military service.
- Additional Incentive Compensation Opportunities
Job Type: Full-time
Schedule:
- Monday to Friday
Application Question(s):
- Do you have a CPA license?
- Do you have at least 7 years of CPA experience?
- Do you have experience providing tax advisory and planning services?
- Are you comfortable working in a hybrid, mostly in-office role?
Work Location: In person
