CAREER PORTAL

Tax Software Expert w/ Juris Doctor

Title: Tax Software Expert w/ Juris Doctor
Location: Remote
Reason: The new Tax Planning & Analysis software will drive sales concepts and activities within the advanced markets space

Main notes:
• Must have a JD (Juris Doctor) law degree
• CPA (preferred)
• Ability to run Tax Analysis Software
• Working knowledge of Life Insurance
• Expert knowledge of Tax Planning
• Experience with Proprietary TAX Software platforms
• Experience implementing new product lines for life insurance, disability insurance, mutual funds, annuities, etc.
• Reviewing 1040 returns as well as 1120/1120S/1065 business tax returns
• Analyzing balance sheets, model income statements and estate tax reduction strategies to evaluate the liquidity, solvency, and financial strength of businesses
• Work closely with the Business Resource Center and Advanced Case Design Team to create proprietary/unique presentation packages and sales concepts to drive activity and sales within the advanced markets space.

Additional Responsibilities Include:
• Provide technical case support to financial representatives and brokers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales.
• Work closely with Company's broker dealer to drive revenue through their multifaceted product platform.
• Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client’s professional tax and legal advisors on concepts and techniques unfamiliar to them.
• Demonstrate superior presentations skills in all areas of advanced planning.
• Clearly and concisely explain the tax, legal, and financial/cost aspects of various sales opportunities and financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets. Proven ability to explain advanced sales concepts, incorporating financial analysis where appropriate.
• Collaborate with key enterprise-wide collaborators to facilitate “one-stop shopping” for producers to ease the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities.
• Effectively partner with producers by thoroughly understanding the roles, responsibilities, opportunities, challenges, and mentality of a producer.
• Be the subject matter expert on various advanced planning concepts to assist in creating and updating marketing collateral.

Othe requirements:
• CFP/CLU/ChFC preferred
• Expert knowledge of tax planning, exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers
• Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of financial products in advanced markets strategies
• Working knowledge of life insurance and disability insurance for businesses (e.g., DIBO, BOE)
• Superior verbal, written and presentations skills    
• Superior analytical and research skills
• The flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines

Estimated Min Rate: $140000.00
Estimated Max Rate: $170000.00


What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.