Join CSI Group – A Thriving Career Awaits You!
About CSI Group
CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class.
Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidance accessible and affordable for all, because everyone deserves confidence in their financial future.
At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.
These values aren't just words; they shape how we work, how we serve, and how we grow together.
Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.
The Role
As a Lead Advisor, you are both a branch leader and a hands-on tax professional. You own the quality and timeliness of the tax work for your members, lead the team that prepares it, and use each member's tax picture to deliver CSI 360 meetings that connect them with the full range of CSI services. You play a critical role in aligning branch operations with CSI Group's corporate objectives, building long-term member relationships, and setting a high standard for tax and advisory services.
Key Responsibilities
- Branch Leadership & People Development
- Provide day-to-day leadership and operational oversight of designated branch locations.
- Supervise, coach, and mentor Member Services Representatives (MSRs), associate advisors, preparers, and support staff to achieve individual and team goals.
- Conduct regular one-on-one check-ins, branch meetings, and performance reviews to drive accountability and growth.
- Foster a high-performance, collaborative, and member-focused culture that reflects CSI's values.
- Partner with the Director of Member Advisory Services on talent development plans, succession planning, and ongoing skills training.
Tax Return Oversight
- Review and approve returns prepared by your team (individual, business, trust, and estate), ensuring accuracy and compliance before filing.
- Prepare complex returns directly when needed.
- Manage your members' returns through tax season: document collection, preparation, review, member approval, invoicing, e-filing, and acknowledgment.
- Track extensions, e-file rejections, and returns waiting on review, and clear bottlenecks before deadlines.
- Price tax engagements according to the firm's pricing guidelines.
- Respond to IRS and state notices on behalf of members and resolve them.
360 Meetings & Tax Planning
- Deliver holistic CSI 360 meetings tailored to members' needs, using their tax return as the starting point for retirement, investment, tax, and estate planning conversations.
- Provide proactive tax planning, including projections, estimated payments, and year-end strategies.
- Introduce members to supporting solutions that align with their goals, including CSI Law for legal planning needs.
- Maintain strong technical expertise in tax law, CSI's offerings, and compliance requirements, serving as a subject matter expert for both members and staff.
- Serve as an escalation point for complex member needs, ensuring resolution with professionalism and care.
Member Experience & Relationship Management
- Build and sustain long-term relationships with members, acting as a trusted advisor who understands their evolving financial goals.
- Ensure all member interactions are consistent, personalized, and aligned with CSI's promise of confidence, service, and integrity.
- Monitor and address member feedback, service scores, and engagement metrics to continuously improve satisfaction and retention.
Cross-Functional Collaboration
- Partner closely with Member Advisory Operations, Financial Operations, and corporate teams to align branch initiatives with companywide strategy.
- Contribute to the design and implementation of Standard Operating Procedures (SOPs) that improve efficiency and service quality.
- Actively participate in firmwide programs, campaigns, and events that support member growth and engagement.
- Collaborate with compliance teams to ensure adherence to regulations, policies, and ethical standards.
Business Growth & Community Engagement
- Drive branch performance by meeting or exceeding tax, advisory, and member service KPIs.
- Support new member acquisition through referrals, networking, and participation in community events.
- Identify and act on opportunities to connect members with CSI's full suite of services through CSI 360 meetings, including CSI Law, Restore, and other solutions that deliver long-term value.
- Contribute to local brand awareness by representing CSI Group in community partnerships and professional organizations.
Qualifications & Skills
- Enrolled Agent (EA) license required.
- Bachelor's degree in Finance, Accounting, Business, or a related field preferred.
- 2+ years of tax preparation experience, including reviewing returns prepared by others; advisory experience a plus.
- Demonstrated leadership experience managing a team or comparable operations.
- Strong knowledge of federal and state tax regulations, compliance standards, and industry best practices.
- Experience with professional tax software and handling IRS and state notices.
- Proven track record of delivering exceptional member service, with the ability to build trust and exceed expectations.
- Excellent communication, relationship-building, and coaching skills with the ability to inspire and lead teams.
- Results-oriented mindset with the ability to balance branch leadership and hands-on member service.
- Commitment to continuous learning, professional development, and industry certifications.