Tax Strategist

Description: Larson Financial Group, LLC, is seeking an experienced tax expert to serve as a designated Tax Strategist at our St. Louis Headquarters. In this role, you will provide forward-looking federal and state tax planning for our clients and financial advisors across the country.

At Larson Financial Group LLC , we are a goal-oriented organization driven by a warrior spirit mindset. We set ambitious goals, execute with discipline, and lead with resilience, ownership, and determination. The Tax Strategist will embody this spirit - providing clear direction to clients, tax expertise, and confidence in our service.

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.

Larson Financial Group LLC, offers a generous employee benefits & perks package:

• Profit Sharing Bonus Program

• 401(k) Employer Match up to 4%

• Medical Insurance (HDHP HSA plans are 100% ER PD - other plans available with shared cost)

• Dental Insurance

• Vision Insurance

• ER PD Long Term Disability Insurance

• ER PD Life Insurance

• ER PD EAP

• Voluntary Life & STD available

• Supplemental Insurance available

• Paid time Off (112 hours after 90 days)

• Holiday Pay (12 Holidays)

• Training & Education

• ER Events, Awards, Activities

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