Position Summary
The Director of Financial & Tax Planning will lead Busey Wealth Management’s financial planning team and tax planning team, ensuring the delivery of high quality, integrated advice to our clients. This role combines deep technical tax expertise with strategic financial planning leadership. The Director of Financial & Tax Planning will bring extensive experience advising high net worth families and business owners as well as play a key role in advising top clients on complex family, business, and tax planning strategies, partnering closely with Busey’s team of financial experts and delivering the highest level of financial advice.Duties & ResponsibilitiesLeadership & Team Management
- Lead, mentor, and develop the Financial Planning and Tax Planning teams.
- Establish best practice processes, planning standards, and quality controls.
- Foster collaboration between planning, tax, trust, and investment teams.
- Oversee workflow, capacity planning, and team performance metrics.
Client Strategy & Advisory
- Serve as a senior advisor for top clients, providing advanced financial, tax, estate, and business planning guidance.
- Partner with advisors and relationship managers to design and deliver comprehensive planning strategies.
- Participate in high level client meetings, family governance discussions, and business transition planning.
Technical Expertise & Oversight
- Provide subject matter leadership on tax planning, including income tax, estate tax, business entity planning, and multi-generational strategies.
- Oversee the development of financial plans, tax analyses, and planning deliverables.
- Stay current on tax law changes and emerging planning strategies; educate internal teams.
Strategic Initiatives
- Enhance and expand Busey’s planning capabilities, tools, and client experience.
- Support business development efforts by showcasing planning expertise in prospect meetings.
- Collaborate with senior leadership on long term planning strategy and service model evolution.
Knowledge of:
- Federal and state laws and regulations.
- Sophisticated software systems.
- Excellent time and project management skills.
- Tax law, financial planning principles, and wealth management strategies.
- Strong communication skills and the ability to simplify complex planning concepts.
Ability to:
- Analyze and interpret numerical data.
- Prepare and present complex financial concepts.
- Strong communication skills and the ability to simplify complex planning concepts.
- Analyze and solve problems based on a broad knowledge of many factors, where advanced and technical concepts must be applied.
- Perform duties and make decisions under frequent pressure.
- Comfortably work with senior executives, business owners, and multi-generational families.
Education and Experience:
- CPA or CFP® designation required.
- Dual CPA and CFP® credentials preferred.
- 10+ years of experience in tax planning, financial planning, or related advisory roles.
- Experience advising high net worth individuals, families, and business owners.
- Proven leadership experience managing professional teams.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $115,000-$160,000 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Skills Required
- CPA or CFP designation required
- 10+ years of experience in tax planning or financial planning
- Proven leadership experience managing professional teams
Busey Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Busey and has not been reviewed or approved by Busey.
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Retirement Support — Retirement programs include a 401(k) with company match alongside a profit‑sharing plan, creating multiple employer‑supported savings channels. This structure strengthens long‑term financial security beyond base pay.
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Equity Value & Accessibility — An Employee Stock Purchase Plan is available, adding an ownership pathway that complements traditional retirement benefits.
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Leave & Time Off Breadth — Paid time off, paid holidays, paid parental leave, and volunteer time off are included, supporting time away for family and community. Flexible scheduling features in some materials further support practical use of time off.
Busey Insights
What We Do
As of September 30, 2023, First Busey Corporation (Nasdaq: BUSE) was a $12.26 billion financial holding company headquartered in Champaign, Illinois. Busey Bank, a wholly-owned bank subsidiary of First Busey Corporation, had total assets of $12.23 billion as of September 30, 2023, and is headquartered in Champaign, Illinois. Busey Bank currently has 46 banking centers serving Illinois, eight banking centers serving Missouri, three banking centers serving southwest Florida, and one banking center in Indianapolis, Indiana. Through Busey’s Wealth Management division, the Company provides asset management, investment, and fiduciary services to individuals, businesses, and foundations. Assets under care totaled $11.55 billion as of September 30, 2023. Busey Bank’s wholly-owned subsidiary, FirsTech, specializes in the evolving financial technology needs of small and medium-sized businesses, highly regulated enterprise industries, and financial institutions. FirsTech provides comprehensive and innovative payment technology solutions including online, mobile, and voice-recognition bill payments; money and data movement; merchant services; direct debit services; lockbox remittance processing for payments made by mail; and walk-in payments at retail agents. More information about FirsTech can be found at firstechpayments.com. Busey Bank is honored to be named among America’s Best Banks by Forbes magazine for the second consecutive year. Ranked 26th overall in 2023, compared to 52nd in last year's rankings. Busey was named among DiversityInc’s Top Regional Companies. The DiversityInc Top 50 survey is the external validator for large U.S. employers that model fairness in their talent strategy, workplace and supplier diversity practices, and philanthropic engagement. We are honored to be consistently recognized nationally and locally for our engaged culture of integrity and commitment to community development. For more information about us, visit busey.com.
