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Chief Tax Officer

2 months ago

Saint Louis, United States Larson Tax Partners LLC Full time
Job Overview

Larson Tax Partners, LLC is in search of a seasoned and strategic executive to take on the role of Tax Firm President & Senior Tax Advisor. In this critical position, you will navigate the intricate landscape of tax legislation while delivering expert counsel and visionary leadership to our committed team of tax specialists. Your profound expertise and authoritative insights will not only enhance our firm's standing but also guarantee that our clientele receives exceptional tax solutions.

Key Responsibilities

  • Direct the overall strategic vision and administration of the tax firm.
  • Offer specialized tax guidance to affluent individuals, corporations, and various entities.
  • Formulate and execute tax planning initiatives for clients to maximize their financial outcomes.
  • Act on behalf of the firm and its clients in dealings with tax authorities and during legal proceedings, as necessary.
  • Stay abreast of current tax legislation and assess its impact on clients and the firm.
  • Establish and uphold the firm's policies, procedures, and quality benchmarks to ensure adherence to professional and regulatory standards.
  • Foster and sustain relationships with clients, governmental bodies, and other external partners.
  • Lead, mentor, and cultivate a team of tax professionals, promoting a culture of ongoing improvement and excellence.
  • Examine intricate tax returns and financial documents prepared by staff, ensuring precision and compliance.
  • Identify and pursue opportunities for business growth to broaden the firm's client base and service offerings.
  • Oversee the firm's financial operations, including budgeting, forecasting, and financial reporting.
  • Collaborate with other senior leaders and departments to align tax strategies with overarching business goals.
  • Provide thought leadership by participating in conferences, contributing to publications, and engaging in professional associations.
  • Ensure the effective use of technology and software to improve efficiency and client service in tax preparation and advisory.

Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, or a related discipline; Master's degree or Juris Doctorate preferred.
  • Active CPA license or equivalent tax-related professional certification.
  • A minimum of 15 years of progressive tax experience in a public accounting firm or corporate tax department.
  • Demonstrated experience in a leadership capacity with a focus on tax advisory.
  • Comprehensive knowledge of federal, state, and local tax regulations.
  • Experience in tax planning and strategy for both individuals and businesses.
  • Proven expertise in complex tax research and analysis.
  • Strong grasp of business and financial principles.
  • Ability to cultivate and maintain high-level client relationships.
  • Familiarity with tax software and technology platforms.
  • Proficient in Microsoft Office Suite, particularly advanced Excel skills.
  • Exceptional communication, negotiation, and presentation abilities.
  • Strong managerial and mentorship skills.
  • Capacity to manage multiple tasks simultaneously with meticulous attention to detail.
  • Proven history of generating new business and expanding client services.
  • Commitment to ongoing education and professional development.
  • Willingness to work extended hours as required, particularly during peak seasons.
  • Familiarity with international tax laws and regulations is advantageous.
  • Engagement in community and professional organizations to enhance the firm's reputation and outreach.

Larson Financial Group, LLC provides a comprehensive employee benefits and perks package:

  • Profit Sharing Bonus Program
  • 401(k) Employer Match up to 4%
  • Medical Insurance options
  • Dental Insurance
  • Vision Insurance
  • Long Term Disability Insurance
  • Life Insurance
  • Employee Assistance Program
  • Voluntary Life & Short-Term Disability options
  • Supplemental Insurance options
  • Paid Time Off
  • Holiday Pay
  • Training & Education opportunities
  • Employee Recognition Events and Activities