POSITION OVERVIEW        

To serve as the vital link between complex tax strategy and field execution. This role is designed to support client-facing advisors by developing streamlined operational workflows, providing expert technical guidance, and delivering comprehensive training programs. The goal is to ensure advisors can deliver high-value tax planning services efficiently, accurately, and with a high degree of professional confidence.

ESSENTIAL RESPONSIBILITIES

Subject Matter Expertise – 45%

• Case Consultation: Act as the primary internal resource for advisors encountering complex tax scenarios, providing research and strategic support.

• Legislative Monitoring: Track changes in federal and state tax laws, proactively communicating changes and practical application with advisors, and updating internal resources accordingly.

Field Training & Professional Development – 35%

• Curriculum Design: Build and facilitate training modules that translate complex tax legislation into actionable advice for advisors of varying experience levels.

• Coaching: Provide one-on-one or group coaching sessions to help advisors identify tax planning opportunities within their existing books of business.

• Onboarding: Lead the technical tax onboarding for new advisors, ensuring they are proficient in the firm’s specific planning philosophy and tools.

Operational Support & Process Optimization – 20%

• Workflow Design: Develop and maintain standardized operating procedures (SOPs) for tax planning deliverables to ensure consistency across the organization.

• Resource Development: Create and curate advisor-facing tools.

• Data Integrity: Oversee the integration of tax planning software within the broader scope of technologies to ensure seamless data flow and minimize manual entry errors.

REQUIRED QUALIFICATIONS

• 5+ years of experience in tax planning, wealth management, or financial planning operations.

• CPA or Masters in Tax

• Knowledge of tax planning software, financial planning software and CRM systems.

• Exceptional ability to simplify complex technical concepts for both internal staff and client-facing scenarios.

PREFERRED ATTRIBUTES

• Professional Designations: CFP®, TPCP®, or Enrolled Agent (EA)

• Strategic Mindset: A focus on "resource optimization"—constantly looking for ways to automate manual tasks and free up advisor time for member engagement.

• Collaborative Spirit: A proven track record of working across departments (FAS Retail Delivery, Compliance, IT, and Marketing) to align strategic initiatives.

JOB ENVIRONMENT & PHYSICAL REQUIREMENTS

• Hybrid expectations

• Sitting for prolonged periods

• Computer for prolonged periods

• Travel throughout North Carolina

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.