Tax Strategist
St. Louis, MO
Direct Hire
$125-175k

*Local candidates online – position requires onsite presence at downtown St. Louis office
*This is a hands-on individual contributor position

Kelly is seeking a Tax Strategist to work with our client, a rapidly growing mid-size RIA firm, on a direct hire basis. This is a great opportunity to be the firm’s designated Tax Strategist at their St. Louis headquarters and to advance the organization’s tax advisory platform.

The Tax Strategist will:

• Oversee the overall strategic direction and management of the tax firm
  

• Provide expert tax advice to high-net-worth individuals, corporations, and other entities
  

• Develop and implement tax planning strategies for clients to optimize their financial situation
  

• Represent the firm and its clients before tax authorities and in legal proceedings, as required
  

• Maintain current knowledge of tax laws and regulations and analyze their implications for clients and the firm
  

• Establish and enforce the firm’s policies, procedures, and quality standards to ensure compliance with professional and regulatory requirements
  

• Build and maintain relationships with clients, government agencies, and other external stakeholders
  

• Review complex tax returns and financial statements prepared by staff, ensuring accuracy and compliance
  

• Identify and pursue business development opportunities to expand the firm’s client base and service offerings
  

• Collaborate with other senior leaders and departments to align tax strategies with the overall business objectives
  

• Ensure the utilization of technology and software to enhance efficiency and client service in tax preparation and advisory

Qualifications:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; Master’s degree or Juris Doctorate preferred
  

• Active CPA license or equivalent tax-related professional certification
  

• Minimum of 12 years of progressive tax experience in a public accounting firm or corporate tax department
  

• Proven experience in a leadership role with a tax advisory focus
  

• Extensive knowledge of federal, state, and local tax laws and regulations
  

• Experience with tax planning and strategy for both individuals and businesses
  

• Demonstrated expertise in complex tax research and analysis
  

• Strong understanding of business and financial principles
  

• Ability to develop and maintain high-level client relationships
  

• Experience with tax software and technology platforms
  

• Proficient in Microsoft Office Suite, with advanced Excel skills
  

• Excellent communication, negotiation, and presentation skills
  

• Ability to handle multiple tasks simultaneously with precise attention to detail

Benefits:

• Profit Sharing Bonus Program
  

• 401(k) Employer Match up to 4%
  

• Medical Insurance (HDHP HSA plans are 100% paid for the employee)
  

• Dental Insurance
  

• Vision Insurance
  

• Paid time Off (112 hours after 90 days)
  

• Holiday Pay (12 Holidays)
  

• Training & Education
  

• Events, Awards, Activities
  

• And more!

Interviews are happening now! If qualified and interested, please apply to this posting ASAP or directly send your resume to SARP028@kellyservices.com.

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