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At Parady Financial, we provide comprehensive financial planning and wealth management services that support our clients in achieving their financial goals. As one of the leading retirement planning firms in the industry, we emphasize a collaborative, client-focused approach to service excellence and strategic
financial solutions. We are focused on quality, growth and a strong commitment to serve and give back to our community.

performance and market conditions as well as tax planning and the preparation of individual returns. This senior leadership role will be responsible for managing a team of tax professionals, ensuring best practices in tax planning and compliance, and developing strategies to optimize clients’ tax situations as
part of a holistic financial plan. This role requires a deep understanding of tax regulations, strategic insight, and a strong commitment to client service.

Primary Duties and Responsibilities:
- Lead the Tax Division, providing strategic direction and developing short
- and long-term tax planning initiatives aligned with company objectives.




- Develop and implement best practices in tax advisory services to optimize clients’ wealth preservation and tax efficiency.
- Stay updated on tax law changes, identifying their impact on clients and incorporating regulatory developments into the division’s strategies.
- Serve as a senior tax advisor for high-net-worth clients, offering insights and strategies to minimize tax liability while aligning with broader financial goals.
- Provide expertise on complex tax issues, including estate planning, retirement strategies, and tax efficient investment solutions.
- Partners with financial planning and investment teams to integrate tax considerations into comprehensive financial plans.
- Recruit, train, and mentor a team of tax professionals, fostering a collaborative, high-performance culture.
- Conduct regular performance evaluations, set goals, and provide ongoing coaching to ensure team alignment

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📌 Director of Tax Planning (La Florida)
🏢 Risk Strategies
📍 La Florida