Advanced Tax Planning Strategist

Kansas City
7500 College Blvd
ste 350
Overland Park, KS 66210, USA

Kansas City
7500 College Blvd
ste 350
Overland Park, KS 66210, USA

St. Louis Resident
5700 Oakland Ave
Ste 400
St Louis, MO 63110, USA

St. Louis Resident
5700 Oakland Ave
Ste 400
St Louis, MO 63110, USA

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City.
Our Mission:
Using creative business and personal planning, we help our clients achieve financial freedom… one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The mission of this full-time position is to serve as a Subject Matter Expert (SME) in income tax planning and strategy, working closely with clients and internal partners to deliver sophisticated tax solutions. The ideal candidate will have a strong technical foundation, exceptional client-facing skills, and the ability to navigate complex tax laws across multiple states.

Position Summary

The Advanced Tax Planning Strategist is a senior, CPA-level specialist responsible for developing proactive, multi-year tax strategy for complex high-net-worth and ultra-high-net-worth households, while also serving as a broad-based tax resource for financial advisors and clients across the firm.

This role is designed for a CPA with strong technical depth, sound judgment, and the ability to operate directly with clients, advisors, attorneys, and outside accountants. It encompasses tax architecture, modeling, planning analysis, business tax review, internal business valuation, and implementation coordination across every major family wealth decision — including entity structuring, liquidity events, trust planning, charitable strategies, concentrated positions, and retirement distribution planning.

This is not a tax preparation or compliance role. The ideal candidate thinks strategically, models across multiple years, advises on major wealth decisions, and has the presence to lead substantive discussions in client and professional meetings.

Primary Responsibilities

• Advanced Tax Planning: Design and implement sophisticated federal and multi-state tax strategies for individuals and businesses, optimizing for current and future financial goals. Lead tax planning analysis and implementation coordination across major wealth decisions, including:
  • Entity structuring and restructuring for operating entities, investment entities, and family wealth structures
  • Liquidity events (business sales, M&A transactions, and equity compensation)
  • Trust planning, trust funding, and trust-related income tax considerations
  • Charitable giving strategies (DAFs, CRTs, CLTs, and private foundations)
  • Concentrated stock transitions and capital gains planning
  • Retirement distributions and Roth conversion planning
  • Multi-state taxation and domicile planning
• Tax Forecasting & Modeling: Prepare detailed tax projections and multi-scenario analyses to support strategic client decision-making. Analyze the tax implications of major client decisions — including business sales, trust funding, Roth conversions, and entity changes — before implementation. Review tax projections, K-1s, and basis issues to surface risks and opportunities.
• Business Tax Return Analysis: Analyze…