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We are seeking a Senior Tax Strategist to partner with clients in shaping stronger financial outcomes through proactive planning and strategic insight. This role goes beyond tax compliance, focusing on helping clients anticipate what’s ahead and make informed decisions throughout the year. The Senior Tax Strategist serves as a trusted advisor, guiding clients through thoughtful tax strategies, evaluating options as circumstances evolve, and supporting implementation that aligns with long-term business and personal objectives. While technical accuracy remains essential, success in this role is defined by the ability to connect tax strategy to broader financial goals and business decisions.
Job Responsibility:
Identify, design, and implement proactive tax strategies aligned with client goals
Continuously assess client situations and adjust planning approaches as conditions change
Translate complex tax concepts into practical, actionable guidance
Monitor tax law developments and help clients leverage new opportunities
Use tax outcomes as a foundation for forward-looking planning, not a final deliverable
Oversee timely and accurate filing of income, sales, property, and specialty taxes
Research and resolve tax notices, correspondence, and complex technical matters
Ensure compliance supports and complements broader strategic planning efforts
Act as a strategic partner to business owners and key decision-makers
Collaborate with bookkeeping and advisory teams to identify tax implications within financial data
Support advanced planning discussions and complex advisory initiatives
Contribute to the development and refinement of tax planning processes and methodologies
Introduce efficiencies that reduce reactive work and improve the client experience
Serve as a mentor and resource, promoting a strategic and advisory-oriented mindset within the team
Requirements:
Strong technical expertise in individual, partnership, and corporate taxation
Experience with multi-state and multi-jurisdictional tax considerations
Strategic thinker with a hands-on, execution-focused approach
Ability to build trust and communicate effectively with business owners
Strong analytical, research, and problem-solving capabilities
Excellent written and verbal communication skills
Experience with financial statement analysis and accounting systems
Familiarity with payroll tax considerations, including multi-state impacts
Highly organized with the ability to manage multiple priorities
Growth-oriented mindset with a passion for advisory work and continuous learning