Senior Tax Strategist for Financial Optimization

3 weeks ago


Crown Point, Indiana, United States WALLACE CONSULTING Full time
Job Overview

We are seeking an experienced and strategic Senior Tax Strategist to lead our tax department and oversee all tax-related activities within Wallace Consulting. The ideal candidate will have extensive knowledge of tax laws, strong leadership skills, and a proven track record in managing complex tax issues.

Tax Planning and Strategy

The Senior Tax Strategist will be responsible for developing and implementing tax planning strategies to minimize tax liabilities and optimize financial outcomes for clients. This will include managing workflow and staff assignments to maximize efficiencies and ensure proper assignment of work to staff with the proper skill level.

Responsibilities
  • Develop and implement tax planning strategies to minimize tax liabilities and optimize financial outcomes for clients.
  • Manage workflow and staff assignments to maximize efficiencies and ensure proper assignment of work to staff with the proper skill level.
  • Evaluate and recommend changes to tax planning strategies as needed to ensure optimal results.
  • Collaborate with clients to understand their financial goals and develop customized tax plans to achieve those goals.
Qualifications

To be successful in this role, you will need:

  • A Bachelor's degree in Accounting, Finance, or related field; Master's degree in Taxation or CPA preferred.
  • Certification as a CPA, EA, or other relevant professional certification required.
  • At least 3 years of progressive experience in tax accounting, including at least 2 years in a managerial or supervisory role.
  • Excellent analytical and problem-solving skills with attention to detail and accuracy.
  • Superior verbal and written communication skills to effectively convey complex tax concepts to stakeholders at all levels.
Working Conditions

This is a full-time position with additional required hours during peak tax season. Occasional travel may be required for client meetings, audits, or professional development. Estimated salary: $80,000 - $110,000 per year, depending on experience.


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