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.
Skills Required
- 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 internal staff and client-facing scenarios.
- CFP®, TPCP®, or Enrolled Agent (EA)
- Strategic mindset focused on automation and resource optimization
- Proven ability to collaborate across departments (Compliance, IT, Marketing)
SECU Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SECU and has not been reviewed or approved by SECU.
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Retirement Support — Immediate 100% vesting and a 200% employer match on employee 401(k) contributions from 1–5% of pay (up to a 10% employer match) stand out. This level of support is described as unusually rich among financial‑services employers.
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Leave & Time Off Breadth — 11 paid holidays plus 16 floating‑holiday hours, paid parental and caregiver leave, bereavement and volunteer time, and PTO that can reach 32 days per year with carryover up to 280 hours. These provisions provide predictable time off and flexibility across life events.
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Healthcare Strength — Medical (PPO or HDHP) with HSA/FSA options, dental including a minor‑child orthodontia option, and vision are available for employees and eligible dependents. Employer‑paid basic life/AD&D and short‑term disability, with subsidized long‑term disability, add robust income protection.
SECU Insights
What We Do
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. 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.
