Operations Staff Listings
Director of Advanced Tax and Financial Planning | Remote
They are seeking a Director of Advanced Tax & Financial Planning who thrives in a collaborative environment and enjoys building relationships. This leadership role focuses on guiding a team of planning professionals and partnering with advisors to deliver proactive, integrated strategies—not preparing returns personally.
What You’ll Bring
- Deep expertise in advanced tax and financial planning strategies (S-corps, pass-through entities, charitable planning, income deferral, estate and legacy planning).
- Experience advising high-net-worth clients, including multigenerational families and agricultural businesses.
- Leadership experience—able to inspire and guide a team working across multiple locations.
- Preferred credentials include one or more of the following: CPA, EA, JD, CFP, CLU, ChFC, CWS, LLM.
- Comfortable working virtually while fostering strong team and client relationships.
- Approachable, grounded communication style that resonates with clients and colleagues.
Key Responsibilities
- Lead and mentor a team of planning professionals.
- Collaborate with wealth advisors to deliver integrated tax, estate, insurance, and financial planning strategies.
- Ensure accuracy and quality across planning deliverables.
- Partner with leadership to enhance workflows and processes as the firm grows.
- Stay current on tax law and planning trends; share insights proactively.
Target Profile
- 10+ years of experience in advanced tax and financial planning.
- Strong understanding of high-net-worth and agricultural client needs.
- Familiarity with planning software and virtual client engagement.
- Willingness to travel occasionally for key meetings and events.
Compensation & Benefits
- Base Salary: $150,000
- Performance Bonus + Profit Share
- Leadership Equity Participation
- Supplemental Health Coverage, 401k Plan
- Remote flexibility with some travel
Our Culture
They value humility, collaboration, and proactive problem-solving. Their clients appreciate advisors who understand rural and small-town values and who take pride in building lasting relationships. If you enjoy being part of a close-knit, high-performing team, we’d love to meet you.
If you are interested in this position, schedule a confidential call using the form below.
Contact
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Let’s talk about your next step. Whether you’re seeking capital, planning succession, or positioning for acquisition, we can help you chart the right course — and execute it with confidence.
Your Future. Your Equity. Your Legacy.
A. M. GUIDANCE & FINANCIAL SERVICES
Through our collaboration with Lids Consulting, AMGF delivers a rare combination of human-capital expertise and institutional M&A strategy, empowering boutique firms to compete and grow while remaining independent.
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