Director of Tax & Wealth Planning
Listed on 2026-10-06
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Hemphill - Search
• Consulting
• Staffing in Lincoln, NE seeks a Director of Tax & Financial Planning to own the planning function for all clients and serve as the lead for the most complex HNW and UHNW cases.
You will create holistic plans, including estate, RSU and stock option strategies, Roth conversions with IRMAA analysis, QCDs to manage RMDs, and withdrawal sequencing, review returns, present plans with the CEO and wealth advisors, and mentor junior planners.
Consider building your career as a Director of Tax & Wealth Planning at Hemphill - Search
• Consulting
• Staffing.
We invite applications for the Director of Tax & Wealth Planning position located in Lincoln, NE, United States.
The following opportunity is for a Director of Tax & Wealth Planning with Hemphill - Search
• Consulting
• Staffing.
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