Tax Strategist

Job Responsibilities

• Provide expert tax advice to high-net-worth individuals and their related corporations, partnerships, and trusts.
• Develop and implement tax planning strategies for clients to optimize their financial situation.
• Run current and future year tax projections to help financial advisors and clients make better decisions.
• Maintain current knowledge of ever-changing tax rules and regulations and analyze implications for clients.
• Build and maintain relationships with clients, their CPAs, and their other advisors.
• Review complex tax returns to discover opportunities for improvement in tax planning.
• Collaborate with other senior leaders and departments to optimize firm tax strategies.
• Provide thought leadership by speaking to groups, contributing to publications, or engaging in professional organizations.
• Ensure the utilization of technology and software to enhance efficiency and client services in relation to tax planning.

Requirements

• 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 is critical, as you will work alongside experienced certified financial planners.
• Extensive knowledge of federal taxes and 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, however, overall hours of overtime will be much less than required in a public accounting position.
• Willingness to participate in community and professional organizations to enhance the firm’s image and expansion.

Pay

Larson Financial Group LLC offers a competitive salary and a comprehensive benefits package including profit sharing bonus program, 401(k) employer match, medical insurance, dental insurance, vision insurance, long term disability insurance, life insurance, EAP, supplemental insurance, paid time off, holiday pay, training & education, and ER events, awards, activities.