Director of Tax Planning

At Parady Financial, we provide comprehensive financial planning and wealth management services that support our clients in achieving their financial goals. As one of the leading retirement planning firms in the industry, we emphasize a collaborative, client-focused approach to service excellence and strategic
financial solutions. We are focused on quality, growth and a strong commitment to serve and give back to our community.

performance and market conditions as well as tax planning and the preparation of individual returns. This senior leadership role will be responsible for managing a team of tax professionals, ensuring best practices in tax planning and compliance, and developing strategies to optimize clients’ tax situations as
part of a holistic financial plan. This role requires a deep understanding of tax regulations, strategic insight, and a strong commitment to client service.

Primary Duties and Responsibilities:

- Lead the Tax Division, providing strategic direction and developing short
- and long-term tax planning initiatives aligned with company objectives.
- Develop and implement best practices in tax advisory services to optimize clients’ wealth preservation and tax efficiency.
- Stay updated on tax law changes, identifying their impact on clients and incorporating regulatory developments into the division’s strategies.
- Serve as a senior tax advisor for high-net-worth clients, offering insights and strategies to minimize tax liability while aligning with broader financial goals.
- Provide expertise on complex tax issues, including estate planning, retirement strategies, and tax efficient investment solutions.
- Partners with financial planning and investment teams to integrate tax considerations into comprehensive financial plans.
- Recruit, train, and mentor a team of tax professionals, fostering a collaborative, high-performance culture.
- Conduct regular performance evaluations, set goals, and provide ongoing coaching to ensure team alignment with company standards and objectives.
- Oversee tax compliance processes to ensure accuracy, adherence to legal requirements, and timely filing.

Qualifications and Requirements:

- Bachelor’s degree in accounting, Finance, or related field.
- Master’s in Taxation or equivalent is preferred.
- Certified Public Accountant (CPA) required or EA.
- 5+ years of tax experience, with a minimum of 2 years preferred in a leadership role within financial planning, wealth management, or similar environment.
- Extensive knowledge of tax law, estate planning, and corporate tax regulations.
- Strong client relationship management skills with experience advising high-net-worth individuals and families.
- Proven leadership skills, with experience managing and developing tax teams.
- Some travel is required if not located in FL.

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page:
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