Estate Planning Director jobs in Iowa
Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Estate Planning Director jobs
Tax Director
- Creative Planning Business Services
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Urbandale, IA
FULL_TIME
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Brief Description
Job Summary:
The primary responsibilities of the Tax Director is to provide proactive strategic advice to every CPT client in their practice, prepare returns accurately and efficiently and to answer all questions the same day or provide a timeline for an answer.
Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services.
The Tax Director will work directly with clients to prepare and deliver income tax returns as well as consult on any questions or planning with the wealth managers. They will be responsible for their own group of advisors to support as well as their own book of tax returns to prepare.
The tax department is a fun group of driven and dedicated professionals. We are looking for tax accountants who love client service but don’t like the headaches of a traditional public accounting firm, such as hourly billing and tracking your time. We offer a great work/life balance, autonomy, and the chance to work directly with a wide variety of clients.
Job Duties:- Reviews & finalizes tax returns for a large volume of tax clients, including individuals, trusts, and businesses
- Responsible for clear & concise communication with clients on all matters including delivery of income tax returns
- Responsible for timely & accurate responses to questions, estimates, projections, etc. with both tax and wealth management clients
- Maintains accurate list of returns in CRM, including status, fee, collections, etc.
- Stays up to date on tax law changes and is able to communicate the effects of the law changes to clients
- All other duties as assigned
- 4 years of public accounting experience
- CPA License
- Master’s Degree in income taxation
- Experience with high-net worth individuals and/or trusts
- Experience handling a large volume of returns/clients
- Understanding and previous use of Windows 10
- Proficiency in MS Excel and Word
- Ability to quickly learn and adapt to new systems and technology
- Previous use of ProSystem Fx or CCH Axcess Tax preferred, but not required
- 10 Days Ago
Estate Planning Attorney
- BCG Attorney Search
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Sioux, IA
FULL_TIME
- Practice Area: Trusts and Estates - General,Estate & Tax Planning, Job Type: Attorney,Firm Type: Law Firm, Experience: 2 Years, A law firm in Sioux City, IA, is seeking an Estate Planning Attorney to ...
- 11 Days Ago
Estate Planning Attorney
- Goosmann Law Firm
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Sioux, IA
FULL_TIME
- Shape Tomorrow’s Legacy Today: Propel Your Estate Planning Career with Goosmann Law Firm’s Visionary Team! Shape Futures, Spark Success: Join Goosmann Law Firm as an Estate Planning Maestro! We're on ...
- 2 Months Ago
Senior Director of Financial Planning
- Palmer College of Chiropractic
-
Davenport, IA
OTHER
- Job Details Job Location: 10 - Davenport Campus - Davenport, IA Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed Job Shift: Daytime DescriptionPalmer College of Chirop...
- Just Posted
Director of the Office of Academic & Career Planning
- St. Ambrose University
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Davenport, IA
FULL_TIME
- St. Ambrose University in Davenport, Iowa-an inclusive, Catholic, and diocesan community of learners-invites applications for Director of the University's Office of Academic and Career Planning. The n...
- 8 Days Ago
Director, Business Planning and Analysis Manager
- BNY Mellon
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Radcliffe, IA
FULL_TIME
- Director, Global Payments and Treasury Services Operations. Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and ...
- 19 Days Ago
Estate Planning Director jobs at Popular Companies
Planning Director
- Elite Associates
-
New York, NY
- Oversee permanent product, Outlet, and end of product life cycle sales, stock management, and allocation across all cate...
- 6/11/2024 12:00:00 AM
Director, Biometrics Planning & Execution
- WuXi AppTec
-
San Diego, CA
- The primary responsibility of this position is to supervise proposals, contracts, and budget activities, as well as over...
- 6/11/2024 12:00:00 AM
Director, Strategic Planning
- McCann Health Managed Markets | An IPG Health Company
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- About the job The Director, Strategic Planning is responsible for applying customer understanding to creative problems t...
- 6/11/2024 12:00:00 AM
Director of Planning
- City of Cambridge
-
Cambridge, MD
- The City of Cambridge is seeking a dynamic and energetic individual for the position of Director of Planning to supervis...
- 6/10/2024 12:00:00 AM
Director Strategic Planning Cox Business
- Cox Communications
-
Atlanta, GA
- JOB SUMMARY: Cox Communications is seeking to add two new directors to their Strategy Planning team. These Strategic Pla...
- 6/10/2024 12:00:00 AM
Planning Director
- AppleOne Employment Services
-
Fresno, CA
- TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
- 6/7/2024 12:00:00 AM
Planning Director
- Licking County
-
Newark, OH
- Company Description Licking County Planning Commission Job Description JOB OPPORTUNITY! Licking County Planning Director...
- 6/7/2024 12:00:00 AM
Director, Financial Planning
- Edward Jones
-
Saint Louis, MO
- Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or you...
- 4/15/2024 12:00:00 AM
About Iowa
Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north.
In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$124,637 to $185,368
Most Popular Cities in Iowa for Estate Planning Director Jobs
What does an Estate Planning Director do?
Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020