SECU
Tax Planning Program Manager
Raleigh - 801 Hillsborough St
Sponsorship not specifiedDetected 30 days ago
CRMTaxProcess ImprovementResearchMentoring
About the role
- To serve as the vital link between complex tax strategy and field execution.
Responsibilities
- Act as the primary internal resource for advisors encountering complex tax scenarios, providing research and strategic support.
- Build and facilitate training modules that translate complex tax legislation into actionable advice for advisors of varying experience levels.
- Develop and maintain standardized operating procedures (SOPs) for tax planning deliverables to ensure consistency across the organization.
- This role is designed to support client-facing advisors by developing streamlined operational workflows, providing expert technical guidance, and delivering comprehensive training programs.
Requirements
- 5+ years of experience in tax planning, wealth management, or financial planning operations.
- 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.
- Collaborative Spirit: A proven track record of working across departments (FAS Retail Delivery, Compliance, IT, and Marketing) to align strategic initiatives.
- The goal is to ensure advisors can deliver high-value tax planning services efficiently, accurately, and with a high degree of professional confidence.
Skills
- Operational Support & Process Optimization - 20%
- Create and curate advisor-facing tools.
This listing is sourced directly from SECU's careers page and normalized into a canonical job model.