Tax Planning Program Manager

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

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

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

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