Tax Strategist

Larson Financial Holdings • St. Louis, MO

4d

About The Position

Larson Financial Group LLC, is seeking an experienced and strategic tax leader to serve as our designated Tax Strategist at our St. Louis Headquarters. In this key leadership role, you will navigate the complexities of federal, state, and local tax law while advancing and strengthening our tax advisory platform. 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 — setting clear direction, confidently navigating regulatory complexity, and inspiring the tax team to deliver exceptional results.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
• Active CPA license or equivalent tax-related professional certification
• Minimum of 15 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
• Strong managerial and mentorship capabilities
• Ability to handle multiple tasks simultaneously with precise attention to detail
• Proven track record of generating new business and expanding client services
• Commitment to continuing education and professional development
• Ability to work extended hours as needed, especially during tax season
• Willingness to participate in community and professional organizations to enhance the firm’s image and expand

Nice To Haves

• Master’s degree or Juris Doctorate preferred
• Familiarity with international tax laws and regulations is a plus

Responsibilities

• 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.
• Lead, mentor, and develop a team of tax professionals, fostering a culture of continuous improvement and excellence.
• 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.
• Manage the firm's financial operations, including budgeting, forecasting, and financial reporting.
• Collaborate with other senior leaders and departments to align tax strategies with the overall business objectives.
• Provide thought leadership by speaking at conferences, contributing to publications, and engaging in professional organizations.
• Ensure the utilization of technology and software to enhance efficiency and client service in tax preparation and advisory

Benefits

• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level