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  • Senior Tax Director

    Posted: 07/12/2021

    Callahan Financial Planning is seeking to hire a Senior Tax Director. This role is responsible for leading the tax planning and preparation of tax documents for clients. Experience interacting with high net worth individuals and families. The individual will be well versed in tax preparation, and advisement. Leading tax season that will consult, guide and advise clients with their personal and family tax needs and strategies to minimize tax burdens.

    Preferred education and/or experience includes: Possess a Bachelor's degree (B.A.) from an accredited university or institution with the major area of study in Accounting, business, Economics, or finance preferred.

     

    Experience and Skills:

    • Provide consultative services to clients that build relationships and ensure high level of client service.
    • Performing current and multi-year tax planning for clients to proactively find opportunities to reduce income taxes.
    • Collaborating with and presenting tax data for client and financial planning colleagues to inform their holistic financial situation and decision making.
    • Promote and direct business development for tax services and TS Banking Group services for clients.
    • Nurture relationships with clients on behalf of TS Banking Group including: Assist and support other financial planning staff members and perform duties as assigned by supervisor, work and lead a small team collaboratively, assist in the ongoing compilation of financial statements, reports and income tax returns, and lead creative problem solving by studying rules and laws affecting our industry and clients
    • Be involved in the tax compliance and tax planning functions; make recommendations to improve profit.
    • Support the training and knowledge development of team members to ensure high quality, proactive tax planning services.
    • Preparing and reviewing state and federal income tax returns for clients.
    • Prepare tax provisions, tax returns, tax reporting and transfer pricing documentation
    • Assist and oversee tax audits, working with all business functions to support tax positions
    • Promote good client relations by providing prompt and courteous service on all inquiries received.
    • Document and articulate the tax control framework and procedures that ensure accurate tax reporting
    • Review corporate and personal tax returns
    • Ability to perform all other duties as assigned.
    • Comply with all banking and company regulations, policies, and procedures.
    • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
    • Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
    • To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
    • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    • Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.

    Benefits

    Health and Dental Insurance
    Paid Time Off
    401K Contribution and Match
    Wellness Program
    Gym Membership Reimbursement


     

    EEO Employer/Vet/Disabled


    TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such, TS Banking Group is bound by the terms of VEVRAA and Section 503, and shall not discriminate against individuals with disabilities, and is committed to take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.

    TS Banking Group maintains an Affirmative Action Plan for the purpose of proactively seeking employment and advancement in employment of qualified protected veterans and individuals with disabilities. As an individual interested in employment with TS Banking Group, or as one of TS Banking Group's valued employees, TS Banking Group welcomes the opportunity to make its employees and applicants more aware of the TS Banking Group's obligations and affirmative efforts. Upon request, TS Banking Group will make accessible to you its Affirmative Action Plan for protected veterans and individuals with a disability. If you are interested, please submit a written request to Angela Avis during the HR Office's operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. (Alternatively, a copy of TS Banking Group's Affirmative Action Plan is available electronically on TS Banking Group's intranet site.) Remote employees not physically located at the facility may access the Affirmative Action Plan through the intranet site, or may request a copy of the Affirmative Action Plan for review and return should no internet access be available.

    Position Type: Full-time

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