Description
Larson Financial Group, LLC, is seeking an experienced tax expert to serve as a designated Tax Strategist at our St. Louis Headquarters. 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. We set ambitious goals, execute with discipline, and lead with resilience, ownership, and determination. The Tax Strategist will embody this spirit — providing clear direction to clients, tax expertise, and confidence in our service.
Job Responsibilities
- 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.
- Build and maintain relationships with clients, their CPAs, and their other advisors.
- Review complex tax returns to discover opportunities for improvement in tax planning.
- Collaborate with other senior leaders and departments to optimize firm tax strategies.
- Provide thought leadership by speaking to groups, contributing to publications, or engaging in professional organizations.
- Ensure the utilization of technology and software to enhance efficiency and client services in relation to tax planning.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
- Active CPA license or ability to activate one.
- 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
- Commitment to continuing education and professional development
- 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 firm’s image and expansion.
Larson Financial Group LLC, offers a generous employee benefits & perks package:
- 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
- ER PD 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
Skills Required
- Bachelor's degree in Accounting, Finance, Business Administration, or related field.
- Active CPA license or ability to activate one.
- Minimum of 10 years of tax experience in a public accounting firm.
- Familiarity with a variety of investments and working with 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 perform complex tax research and analysis.
- Ability to communicate effectively with high-net-worth individuals.
- Experience with tax software and technology platforms.
- Proficient in Microsoft Office Suite with advanced Excel skills.
- Commitment to continuing education and professional development.
- Ability to work extended hours occasionally.
- Willingness to participate in community and professional organizations to enhance the firm's image.
What We Do
Larson Financial Holdings is a St. Louis-based financial services parent company and one-stop resource for wealth management, advisory, real estate, insurance, and specialized finance. Dedicated to its mission of 'Empowering All to Flourish,' the firm supports a network of over 200 advisors across 30 states, providing holistic financial planning and strategic advice to help high-net-worth individuals navigate complex financial landscapes and achieve long-term success.
