Director Of Financial & Tax Planning

Busey Bank

Base: $115,000-$160,000 annually; bonus/equity: el...
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Deep technical tax expertise
Strategic financial planning leadership
High net worth client advisory
** Busey Bank is seeking a Director of Financial & Tax Planning to lead its wealth management financial and tax planning teams, focusing on delivering integrated advice to high net worth clients. The ideal candidate will possess extensive experience in tax and financial planning, strong leadership skills, and a CPA or CFP® designation. **

Job Summary

  • The Director of Financial & Tax Planning will lead Busey Wealth Management's financial and tax planning teams to ensure the delivery of high-quality, integrated advice to clients.
  • This role requires extensive experience advising high net worth families and business owners on complex family, business, and tax planning strategies.
  • Busey Bank offers a competitive total rewards package including a 401(k) match, profit sharing, and comprehensive medical, dental, and vision benefits.

Matching Summary

Match Score: 75

** Busey Bank is seeking a Director of Financial & Tax Planning to lead its wealth management financial and tax planning teams, focusing on delivering integrated advice to high net worth clients. The ideal candidate will possess extensive experience in tax and financial planning, strong leadership skills, and a CPA or CFP® designation. **

Salary

Base: $115,000-$160,000 annually; Bonus/Equity: Eligible for bonus or incentives based on performance; Benefits: Competitive total rewards including 401(k), profit sharing, and health insurance

Skills & Requirements

Must-have

  • Deep technical tax expertise
  • Strategic financial planning leadership
  • High net worth client advisory
  • Team management and mentorship
  • Complex family and business planning

Nice-to-have

  • Dual CPA and CFP credentials
  • Experience with senior executives
  • Multi-generational family governance
  • Business development collaboration
  • Advanced software system proficiency

Key Requirements

  • CPA or CFP designation required
  • 10+ years in tax or financial planning
  • Proven leadership managing professional teams
  • Experience with federal and state tax laws

Work Rights

Not specified

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