Tax Strategy Consultant

2 weeks ago

Saint Louis, United States Accounting Career Consultants Full time

Opportunity Overview:

  • We are seeking a Certified Public Accountant (CPA) with a strong focus on tax strategy and planning, looking for a rewarding career shift.
  • Become a vital member of a dynamic Wealth Management team, delivering exceptional advisory services to a well-established clientele.
  • While prior experience in wealth management is not essential, a robust background in tax strategy and a commitment to outstanding client service are crucial.

Core Responsibilities:

  • Work closely with the Partnership group and Senior Advisors to understand and provide insights on various dimensions of family and business wealth management.
  • Participate in client interactions throughout the engagement process, from initial discussions to the implementation of client strategies and assessments.
  • Build lasting relationships with clients, acting as a trusted consultant on diverse topics including investment approaches, retirement strategies, tax optimization, education funding, and estate management.
  • Leverage your CPA qualifications and tax expertise to enhance the team's knowledge and become a go-to resource for tax-related inquiries.

Required Qualifications:

  • A Bachelor's degree in Accounting, Finance, or a related field.
  • Preference for candidates holding a CPA designation with a focus on tax.
  • 4-5 years of experience in a client-facing advisory role.
  • A collaborative team player who thrives in client engagement settings.

Company Background:

Accounting Career Consultants has been a prominent provider of direct-hire, consulting, and temporary staffing solutions since its inception.

As a local firm with a national presence, we blend the responsiveness of a local staffing agency with the resources of a larger organization.

Our commitment lies in nurturing long-term relationships with both candidates and clients, ensuring a beneficial match for all involved.

Awards & Recognition:

  • Featured in Forbes America's Best 250 Professional Search Firms List.
  • Recognized as one of the Fastest-Growing Private Companies.
  • Acknowledged as one of the Largest Temporary Staffing Firms.
  • Recipient of the Future 50 Award, celebrating top-growing businesses.

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