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Robert Half Logo Robert Half · Finance

Senior Tax Strategist

United States, Louisville · Job Posted January 07, 2026

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Job Description

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

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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