Job Description
Tax Strategist Houston, TX Direct Hire $125-175k 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 and to advance the organization’s tax advisory platform. The Tax Strategist Will 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 Qualifications 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 Benefits 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 SARP028@kellyservices.com . As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community. With Kelly®, it all adds up. You’re looking to keep your career moving onward and upward, and we’re here to help you do just that. Our financial staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career. About Kelly Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the wo