Posted on: February 16, 2020
Tax StrategistCharlotte, NCDepartment -Wealth Solutions
GroupAutoReqId -8002BR-NC-CharlotteChallenge your thinking and
build an amazing career with the best people in the financial
services industry! Bairds Financial Advisors provide advice,
strategies, and solutions to high-net worth individuals and
families across the United States, serving as true partners. True
wealth management goes beyond managing investments. At Baird, we
understand it begins with learning all we can about what our
clients want for themselves and their families. We work closely
with them to prioritize their goals, utilizing Bairds resources and
expertise to create a tailored plan to ensure success as theyve
defined it. Our 1,700+ private wealth associates serve clients
coast-to-coast from 100 + locations in over 30 states. We have been
recognized on Barrons Top Wealth Management Firms for 10
consecutive years and hold over $137 billion in client assets.
Check out thisvideoto learn more about our Private Wealth
Management business.As a Tax Strategist you will:Under limited
supervision and on own initiative, provide tax planning expertise
and support for Baird Financial Advisors, Regional Financial
Planners and clients. Duties include: reviewing client tax returns,
use firm standard tools to quantify the tax impact of planning
strategies, and assisting in presenting plan results. Also serve as
a technical expert on a wide variety of tax planning issues while
recognizing our role is not to be the clients primary tax advisor.
This person must be able to work as part of a team that is
geographically diverse, meaning supporting team initiatives while
often working in a remote capacity. Strong verbal and written
communication skills required, including the ability to explain
complicated tax issues in simple, easy-to-understand terms for
non-tax professionals. Activities and duties require a high level
of organization and expertise. Must be able to serve as an advocate
for the value of financial, estate and tax planning to Financial
- Provide support in all aspects of the tax planning process to
Financial Advisors (FAs) in Baird branches. This will primarily
involve identifying tax planning opportunities and creating
analyses using standard firm tools, but may often include
participation in data gathering and/or analysis presentation
meetings or calls.
- May be asked by Financial Advisors to work with a clients
external tax professional. Topics may include questions on 1099
reporting, Baird policies, etc.
- Be able to answer intermediate-level to advanced tax and
financial planning questions. For more advanced questions, be able
to research solutions and/or work with other department members or
professionals to find an answer.
- Research tax matters and summarize conclusions and rationale.
Research will primarily focus on federal individual tax issues, but
may periodically involve trust, corporate, pass-through and
tax-exempt entities, as well as some state tax issues. Occasionally
the impact of foreign citizenship or residency may arise. All
research and advice is provided with the understanding that Baird
is not the primary tax advisor for the client. Clients are always
directed back to their own tax or legal advisor for further
- Be able to interpret various tax planning documents, including
tax returns and related documents, account statements, annuity
contracts, Social Security benefit estimates, life insurance policy
- Help create and deliver written articles and presentations for
clients as well as other professionals on tax and financial
- Work with the rest of the Financial & Estate Planning
department to develop standard deliverables and service tiers to
ensure consistent support across the firm.
- Have an understanding of the products and services offered
within a brokerage environment, and be able to work with associates
of those departments. Recognize when to involve other specialists
within the firm in a particular situation.
- Work with Business Development Consultants to promote to
Financial Advisors the importance of tax planning in attracting and
retaining clients.What makes this opportunity great:
- Work/life balance.
- Take an active role in defining and developing this
- Ability to work with a variety of teams and leaders, proving
your ability to be flexible and highly adaptable.
- Team of associates passionate about achieving great results for
clients and give back to the communities where we live and
work.What we look for:
- Bachelors Degree in Accounting or Masters Degree in
- Minimum of five years tax planning experience required, with
emphasis on individual and trust tax planning. Experience in the
brokerage industry a plus.
- Active CPA (Certified Public Accountant) license required.
Basic brokerage licenses (Series 7, 66) required, or must have the
ability to earn such certifications within one year. Additional
licenses (e.g., CFP, PFS, CIMA, CPWA) a plus but not required.
- Strong computer skills, including working knowledge of
Microsoft Office products. In particular, experience creating
client analyses in Excel and PowerPoint from scratch. Experience
with MoneyGuide financial planning software a plus.
- Willingness to travel. Position will require approximately
- Ability to balance multiple projects and work under strict
- Ability to work independently on projects and effectively
relate to others in order to accomplish work responsibilities and
- Strong writing and presenting skills required, including
experience speaking in front of groups of clients and other
professionals (ranging from 25 to 200).
- Ability to work as a member of the larger Financial & Estate
Planning Department, collaborating with others as necessary.More
about Baird:Baird is an employee owned, international wealth
management, capital markets, private equity and asset management
firm with more than 160 offices in the United States, Europe and
Asia. Established in 1919, Baird has over $285 billion in client
assets and more than 4,500 associates serving the needs of
individual, corporate, institutional and municipal clients.Baird
has built an environment of trust, respect and teamwork, where
associates are our greatest asset. As stated in our Associate
Promise, we are passionate about how we achieve great outcomes
together for our clients, communities and each other. Committed to
being a great place to work, Baird ranked No. 16 on theFortune
Magazines 100 Best Companies to Work For, our sixteenth consecutive
year on the list. To learn more about Bairds culture,click
- RWBAIRD.COMBaird is committed to diversity and provides
employment opportunities to all employees and applicants for
employment without regard to race, color, religion, sex, pregnancy,
citizenship, national origin, age, disability, military service,
veteran status, sexual orientation, genetic information, or any
other status protected by law.If you require an accommodation in
order to view or apply to open positions or for any other part of
the application or employment process, please call866-837-3914or
Keywords: BAIRD, Charlotte , Tax Strategist, Accounting, Auditing , Charlotte, North Carolina
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