We are seeking an experienced CPA to lead our Tax Division, providing strategic oversight and hands-on management of all tax planning, Preparation, compliance, and advisory services. 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.

Key Responsibilities & Strategic Leadership:

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.

Some Traveled required if not located in FL.

Client Service and Advisory:

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.

Compliance and Risk Management:

Oversee tax compliance processes to ensure accuracy, adherence to legal requirements, and timely filing.

Monitor and manage risk related to tax compliance, ensuring appropriate controls and processes are in place.

Implement tax software and technology solutions to streamline operations and enhance accuracy.

Qualifications:

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 a 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.

Excellent analytical, communication, and presentation skills.

Why Join Us?

At Parady Financial, you will have the opportunity to work with a dynamic team of financial professionals, make a significant impact on clients’ financial success, and drive the strategic vision of our tax division. We offer a collaborative and client-centric work environment, competitive compensation, and comprehensive benefits.

Parady Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

About Parady Financial Group

For a quarter of a century, Parady Financial Group has been serving the financial needs of the Villages community and surrounding Central Florida retirement communities. Since 2001, Parady Financial has specialized in helping clients protect their assets and make them last! This well-respected retirement services firm is led by Greg Parady, considered by industry peers as the #1 income and annuity professional in the country! At Parady Financial, you will have the opportunity to work with a dynamic team of financial professionals, make a significant impact on clients’ financial success, and drive the strategic vision of our tax division. We offer a collaborative and client-centric work environment, competitive compensation, and comprehensive benefits. Parady Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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