Tax Strategist
On-siteSt. Louis, Missouri, United States
Job Summary
Provide expert tax advice to high-net-worth individuals and their corporations, partnerships, and trusts while developing and implementing strategies to optimize financial situations. Run current and future year tax projections to assist financial advisors and clients in making informed decisions. Maintain up-to-date knowledge of ever-changing tax rules and regulations, analyzing implications for clients and reviewing complex returns to discover planning opportunities. Build and maintain relationships with clients, CPAs, and other advisors while collaborating with senior leaders to optimize firm-wide tax strategies. Ensure technology utilization to enhance efficiency in tax planning services.
Required Qualifications
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field
- Active CPA license or ability to activate one
- Minimum of 10 years of tax experience in a public accounting firm
- Familiarity with a variety of investments
- Extensive knowledge of federal taxes
- Ability to research tax laws in multiple states
- Experience with tax planning and strategy for both individuals and businesses
- Ability to do complex tax research and analysis
- Ability to communicate with high-net worth individuals
- Experience with tax software and technology platforms
- Proficient in Microsoft Office Suite with advanced Excel skills
- Commitment to continuing education and professional development
- Ability to work extended hours occasionally
Desired Qualifications
- Willingness to participate in community and professional organizations to enhance the firm's image and expansion
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