Local Council Tax Advisor – Customer Facing, Full Benefits

About the Company

Regions Financial Corporation (NYSE: RF) is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. With a commitment to serving our communities, Regions Bank is dedicated to making a positive impact on the financial lives of our customers. We offer a supportive work environment where associates can thrive, grow, and contribute to our mission of making life better for our customers and communities.

Job Description

Regions Bank is seeking a dedicated and customer-focused Local Council Tax Advisor to join our team in Tuscaloosa, Alabama. In this vital role, you will serve as a primary point of contact for clients, providing expert advice and guidance on various financial matters, including tax-related inquiries that impact their financial planning and well-being. This is a customer-facing position that requires excellent communication skills, a proactive approach to problem-solving, and a deep commitment to client satisfaction. You will work within a supportive team environment, ensuring clients receive comprehensive and accurate information to help them navigate their financial obligations effectively. This full-time position comes with a comprehensive benefits package designed to support your personal and professional growth.

Key Responsibilities

• Provide in-depth financial guidance and advice to clients regarding tax implications related to their personal and business finances.
• Assist clients with understanding and complying with local, state, and federal tax regulations relevant to their financial activities.
• Conduct thorough client consultations to identify financial needs and provide tailored solutions.
• Process and maintain accurate client records, ensuring compliance with all regulatory standards.
• Collaborate with internal teams, including wealth management and lending, to offer holistic financial solutions.
• Stay current on changes in tax laws, financial regulations, and industry best practices.
• Educate clients on various financial products and services offered by Regions Bank that can assist with their tax planning.
• Handle client inquiries and resolve issues efficiently and professionally, fostering strong client relationships.

Required Skills

• Excellent verbal and written communication skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to explain complex financial and tax concepts clearly and concisely.
• Demonstrated commitment to customer service and client satisfaction.
• High level of integrity and ability to handle confidential information.
• Ability to work independently and as part of a team in a fast-paced environment.

Preferred Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Previous experience in a financial advisory, banking, or tax-related role.
• Knowledge of local and state tax regulations specific to Alabama.
• Relevant financial certifications (e.g., CFP, enrolled agent).

Perks & Benefits

• Comprehensive medical, dental, and vision insurance plans.
• 401(k) retirement plan with company match.
• Paid time off (vacation, sick leave, holidays).
• Tuition reimbursement program for professional development.
• Employee assistance program.
• Life and disability insurance.
• Opportunities for career growth and advancement within a leading financial institution.
• Wellness programs and initiatives.

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