Tax Strategist

Tax Strategist

St. Louis, MO – Direct Hire – $125-175k

• Local candidates online – position requires onsite presence at downtown St. Louis office
• This is a hands‑on individual contributor position

Kelly is seeking a Tax Strategist to work with our client, a rapidly growing mid‑size RIA firm, on a direct hire basis. This is a great opportunity to be the firm’s designated Tax Strategist at their St. Louis headquarters and to advance the organization’s tax advisory platform.

• Oversee the overall strategic direction and management of the tax firm
• Provide expert tax advice to high-net-worth individuals, corporations, and other entities
• Develop and implement tax planning strategies for clients to optimize their financial situation
• Represent the firm and its clients before tax authorities and in legal proceedings, as required
• Maintain current knowledge of tax laws and regulations and analyze their implications for clients and the firm
• Establish and enforce the firm’s policies, procedures, and quality standards to ensure compliance with professional and regulatory requirements
• Build and maintain relationships with clients, government agencies, and other external stakeholders
• Review complex tax returns and financial statements prepared by staff, ensuring accuracy and compliance
• Identify and pursue business development opportunities to expand the firm’s client base and service offerings
• Collaborate with other senior leaders and departments to align tax strategies with the overall business objectives
• Ensure the utilization of technology and software to enhance efficiency and client service in tax preparation and advisory

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field;
  Master’s degree or Juris Doctorate preferred
• Active CPA license or equivalent tax-related professional certification
• Minimum of 12 years of progressive tax experience in a public accounting firm or corporate tax department
• Proven experience in a leadership role with a tax advisory focus
• Extensive knowledge of federal, state, and local tax laws and regulations
• Experience with tax planning and strategy for both individuals and businesses
• Demonstrated expertise in complex tax research and analysis
• Strong understanding of business and financial principles
• Ability to develop and maintain high-level client relationships
• Experience with tax software and technology platforms
• Proficient in Microsoft Office Suite, with advanced Excel skills
• Excellent communication, negotiation, and presentation skills
• Ability to handle multiple tasks simultaneously with precise attention to detail

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% paid for the employee)
• Dental Insurance
• Vision Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• Events, Awards, Activities
• And more!

Interviews are happening now! If qualified and interested, please apply to this posting ASAP or directly send your resume to