Director of Tax & Tax Strategy

We have partnered with a high-growth, client-centric wealth management and advisory firm headquartered in St. Louis to find a Director of Tax & Tax Strategy. Our client delivers comprehensive financial planning, investment management, tax strategy, and advisory services to high-net-worth individuals, business owners, and their families. As they continue to scale, they are expanding their in-house tax capabilities to further enhance the value they provide to clients and the firm.

The Director of Tax & Tax Strategy will report to the President of the firm and lead the firm’s tax function, overseeing all aspects of individual and business tax planning, compliance, and strategic advisory work. This leader will be responsible for shaping and executing the firm’s tax strategy, developing tax-efficient solutions for clients, and building internal processes to support a growing practice.

The ideal candidate is a seasoned tax leader from a public accounting environment, with deep experience in individual and corporate taxation, proactive planning, and team or practice leadership. They should be energized by building, improving, and innovating within a fast-growing advisory firm.

• Lead delivery of proactive, high-impact tax planning strategies for high-net-worth individuals, families, and business owners.

• Provide expert tax consultation on entity structure, compensation planning, business transition, estate planning integration, investment tax efficiency, and multi-year tax projections.

• Review and communicate complex tax matters in a clear, client-friendly manner.

• Partner with wealth advisors to enhance holistic client planning and strengthen long-term relationships.

• Oversee preparation and review of individual, corporate, partnership, trust, and related returns (prepared internally and/or through external providers).

• Ensure technical accuracy, compliance, and adherence to federal, state, and local tax regulations.

• Monitor legislative changes and emerging trends, translating them into actionable strategies and client guidance.

• Build, lead, and mentor the internal tax team; develop scalable processes, workflows, and best practices.

• Design and implement tax service offerings, pricing models, and client engagement structures.

• Work closely with executive leadership to shape firm-wide strategy, including planning for new service lines, client segments, and growth initiatives.

• Evaluate and manage relationships with third-party tax vendors and technology partners.

• Serve as the firm’s senior subject-matter expert for tax matters.

• Support business development through participation in prospect meetings and thought leadership.

• Work closely with financial planning, investment, and operations teams to integrate tax strategy across the firm.

• Active CPA license required.

• 10+ years of progressively responsible tax experience
  , including significant leadership roles within a public accounting firm (Big 4, regional, or strong local firms).

• Deep technical expertise in individual and corporate taxation
  , with strong proficiency in strategic planning, multi-entity structures, and complex client scenarios.

• Demonstrated experience leading teams, managing client relationships, and overseeing tax compliance and planning for high-net-worth individuals and closely held businesses.

• Strong communication skills—capable of simplifying complex tax matters for clients and advisors.

• Entrepreneurial mindset, with the ability to build and refine systems in a high-growth environment.

• High ethical standards, commitment to client service excellence, and a collaborative, team-oriented approach.

• Significant leadership influence in shaping a growing tax practice.

• Collaborative culture focused on innovation, professional development, and client success.

• Competitive compensation package including salary, incentive/bonus opportunities, and equity participation potential.

• Comprehensive benefits, generous PTO, professional development support, and flexibility.

• Opportunity to meaningfully impact clients’ financial outcomes through integrated wealth and tax strategy.