PLANNING STRATEGIST - TAX
Larson Financial Group
Larson Financial Group, LLC, is seeking an experienced tax expert to serve as a designated Tax Strategist at our St. In this role, you will provide forward-looking federal and state tax planning for our clients and financial advisors across the country.
At Larson Financial Group LLC , we are a goal-oriented organization driven by a warrior spirit mindset. The Tax Strategist will embody this spirit providing clear direction to clients, tax expertise, and confidence in our service.
Provide expert tax advice to high-net-worth individuals and their related corporations, partnerships, and trusts.
Develop and implement tax planning strategies for clients to optimize their financial situation.
Run current and future year tax projections to help financial advisors and clients make better decisions.
Maintain current knowledge of ever-changing tax rules and regulations and analyze implications for clients.
Review complex tax returns to discover opportunities for improvement in tax planning.
Collaborate with other senior leaders and departments to optimize firm tax strategies.
Ensure the utilization of technology and software to enhance efficiency and client services in relation to tax planning.
Bachelors degree in Accounting, Finance, Business Administration, or a related field.
Minimum of 10 years of tax experience in a public accounting firm.
Familiarity with a variety of investments is critical, as you will work alongside experienced certified financial planners.
Extensive knowledge of federal taxes and ability to research tax laws in multiple states.
Experience with tax planning and strategy for both individuals and businesses.
Ability to do complex tax research and analysis.
Ability to communicate with high-net worth individuals.
Experience with tax software and technology platforms.
Proficient in Microsoft Office Suite with advanced Excel skills
Ability to work extended hours occasionally, however, overall hours of overtime will be much less than required in a public accounting position.
Willingness to participate in community and professional organizations to enhance the firms image and expansion.
Larson Financial Group LLC, offers a generous employee benefits & perks package:
- Profit Sharing Bonus Program
- Medical Insurance (HDHP HSA plans are 100% ER PD other plans available with shared cost)
- Dental Insurance
- ER PD Long Term Disability Insurance
- ER PD Life Insurance
~ ER PD EAP
- Holiday Pay (12 Holidays)
- Training & Education
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