Senior Tax Strategist

Job Description

Job Description

We are looking for a Senior Tax Strategist to partner with clients in Louisville, Kentucky and help shape tax decisions that support stronger business performance. This position blends technical tax expertise with forward-thinking advisory work, giving you the opportunity to guide business owners through planning opportunities all year long. The ideal candidate is comfortable turning complex tax matters into practical recommendations and collaborating across teams to deliver thoughtful, well-executed solutions.

Responsibilities:
• Develop and carry out tax planning approaches that reflect each client’s operational goals, ownership structure, and long-term financial priorities.
• Review client activity throughout the year, assess changing circumstances, and recommend adjustments that keep tax strategies aligned with current needs.
• Explain intricate tax rules in a clear and practical way so clients can make informed decisions with confidence.
• Track legislative and regulatory updates, analyze their impact, and advise clients on opportunities or risks created by those changes.
• Oversee the preparation timeline for income, sales, property, and other tax filings to help ensure accurate and timely compliance.
• Investigate tax notices, agency correspondence, and technical issues, then determine effective paths toward resolution.
• Build trusted relationships with business owners and serve as a strategic advisor on tax-sensitive decisions and business matters.
• Partner with accounting, bookkeeping, and advisory colleagues to identify tax considerations within financial reporting and operational data.
• Contribute to improvements in tax planning workflows, tools, and team practices while supporting more efficient service delivery.
• Provide guidance and mentorship to team members by encouraging a proactive, strategy-focused approach to client tax work.• Demonstrated expertise in individual, partnership, and corporate tax matters within a public accounting or advisory environment.
• Experience handling multi-state and local tax issues, including allocation and apportionment considerations.
• Ability to combine strategic thinking with practical execution across multiple client engagements.
• Confidence working directly with business owners and other senior decision-makers in an advisory capacity.
• Strong research, analytical, and problem-solving skills with the ability to address complex tax questions.
• Clear written and verbal communication skills, including the ability to translate technical concepts for non-technical audiences.
• Proficiency with QuickBooks and the ability to interpret financial statements for tax planning purposes.
• Familiarity with payroll tax concepts and the tax impact of employees or operations across multiple states.