ZipRecruiter

Log In

1

Tax Strategist Jobs (NOW HIRING)

Signify Wealth

Be Seen First

Tax Strategist

Saint Louis, MO · Remote

$90K - $115K/yr

CORE PURPOSE The Tax Strategist serves as the firm's Chief Tax Architect, responsible for advanced tax intelligence, modeling, and strategy across all client relationships. This role ensures tax ...

Tax Alchemy

Senior Tax Strategist

Irvine, CA · On-site +1

$120K - $140K/yr

Senior Tax Strategist Department: Tax Advisory Employment Type: Full Time Location: Remote Compensation: $120,000 - $140,000 / year Description **Applications will be reviewed on a rolling basis** We ...

EBS Recruiters LLC

Tax Strategist

Saint Louis, MO · On-site

$118K - $152K/yr

We are seeking a highly experienced Tax Strategist to lead tax advisory services. This key leadership role involves developing and implementing advanced tax strategies, advising individuals and ...

Tax Alchemy

Senior Tax Strategist

Irvine, CA · On-site +1

$120K - $140K/yr

The Senior Tax Strategist will lead a Tax Advisory pod, under the direction and supervision of the President. Minimum Qualifications * 5+ years of progressive experience in tax strategy, advisory, or ...

H&R Block

Tax Strategist

York, PA · On-site

$119K - $154K/yr

About the Role As a Tax Strategist you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements and ...

H&R Block

Tax Strategist

Banks, OR · On-site

$121K - $156K/yr

About the Role As a Tax Strategist you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements and ...

H&R Block

Tax Strategist

Wallingford, CT · On-site

$121K - $157K/yr

About the Role As a Tax Strategist you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements and ...

H&R Block

Tax Strategist

South Easton, MA · On-site

$69K - $103K/yr

About the Role As a Tax Strategist you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements and ...

H&R Block

Tax Strategist

Aurora, IL · On-site

$62K - $94K/yr

About the Role As a Tax Strategist you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements and ...

PRIME CORPORATE SERVICES LLC

Tax Strategist 1

Dallas, TX · On-site

$125K - $160K/yr

The Tax Strategist is responsible for delivering high-impact tax advisory services that help entrepreneurs and business owners minimize tax liability and build long-term financial success. This role ...

Mintex Technology

Tax Strategist/ Tax Consultant

Erie, PA · Remote

$80K - $110K/yr

Tax Strategist / Tax Consultant Location: Remote - Open to candidates across the United States Employment Type: Full-time, Permanent Position Summary We are seeking a highly skilled and proactive Tax ...

H&R Block

Lead Tax Strategist

Tucson, AZ · On-site

$104K - $135K/yr

About the Role The Lead Tax Strategist is a subject matter expert who applies advanced accounting principles to analyze complex financial information and prepare comprehensive financial reports. This ...

H&R Block

Lead Tax Strategist

Phoenix, AZ · On-site

$115K - $148K/yr

The Lead Tax Strategist is responsible for the preparation, submission, and management of tax statements and returns for businesses and clients. They provide expert financial and tax advice ...

H&R Block

Senior Tax Strategist

Cincinnati, OH · On-site

About the Role As a Senior Tax Strategist - Small Business and Tax you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and ...

H&R Block

Senior Tax Strategist

Portland, OR · On-site

About the Role As a Senior Tax Strategist you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements ...

H&R Block

Senior Tax Strategist

Vienna, VA · On-site

About the Role As a Senior Tax Strategist you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements ...

H&R Block

Senior Tax Strategist

Virginia Beach, VA · On-site

About the Role As a Senior Tax Strategist - Small Business and Tax you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and ...

H&R Block

Senior Tax Strategist

Naperville, IL · On-site

$80K - $121K/yr

About the Role As a Senior Tax Strategist you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements ...

H&R Block

Associate Tax Strategist

Melbourne, FL · On-site

$54K - $72K/yr

For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to ...

next page

Showing results 1-20

All JobsTax Strategist Jobs

Tax Strategist information

See salary details

$45K

$139.9K

$177.5K

How much do tax strategist jobs pay per year?

As of Jun 25, 2026, the average yearly pay for tax strategist in the United States is $139,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $157,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Tax Strategist position, and why are they important?

To thrive as a Tax Strategist, you need expertise in tax law, financial analysis, and strategic planning, usually supported by a degree in accounting, finance, or a related field and professional certifications such as CPA or EA. Familiarity with tax preparation software, financial modeling tools, and compliance management systems is standard in the role. Strong analytical thinking, attention to detail, and excellent communication skills help tax strategists effectively advise clients and collaborate with cross-functional teams. These capabilities are essential for developing effective tax strategies that optimize clients' financial outcomes while ensuring full regulatory compliance.

What does a Tax Strategist do?

A Tax Strategist is a financial professional who helps individuals and businesses develop tax-efficient strategies to minimize liabilities and maximize savings. They analyze financial data, stay updated on tax laws, and provide tailored advice to optimize tax outcomes. Their role includes identifying deductions, credits, and legal tax-saving opportunities while ensuring compliance with regulations.

Is a CPA the same as a tax strategist?

A CPA (Certified Public Accountant) is a licensed professional who can provide a range of accounting and tax services, including tax planning and preparation. A tax strategist is a role focused on developing long-term tax strategies to minimize liabilities, which may be performed by CPAs or other financial professionals with expertise in tax planning. While there is overlap, they are not the same; a CPA often has the credentials to serve as a tax strategist but may also perform broader accounting functions.

What are some typical challenges faced by Tax Strategists, and how do they navigate them?

Tax Strategists frequently encounter challenges such as staying updated on constantly changing tax codes and regulations, handling complex client portfolios, and developing efficient solutions under tight deadlines. To manage these demands, they engage in ongoing professional education, rely on robust tax research tools, and often collaborate with other specialists such as auditors and attorneys. Effective communication and strong organizational skills help them break down complex information for clients and prioritize tasks. Navigating these challenges successfully ensures clients receive valuable, compliant tax strategies that support their financial goals.

How can I become a tax strategist?

To become a tax strategist, you typically need a bachelor's degree in accounting, finance, or a related field, along with experience in tax planning or consulting. Earning professional certifications such as CPA or Enrolled Agent can enhance credibility, and strong analytical skills are essential for developing effective tax strategies. Gaining experience through internships or entry-level roles in accounting firms or corporate finance departments is also beneficial.

Is there money in being a tax strategist?

A tax strategist can earn a competitive salary, especially with experience, certifications, and a strong client base. The role often involves advising individuals or businesses on tax planning, which can lead to high earning potential in accounting firms or as an independent consultant.

What does a tax strategist do?

A tax strategist is a professional who develops and implements tax planning strategies to minimize a client's tax liabilities while ensuring compliance with laws. They analyze financial situations, advise on tax-efficient investments, and often use tools like tax software or spreadsheets to optimize outcomes. This role typically requires strong analytical skills and knowledge of current tax regulations.
More about Tax Strategist jobs
What cities are hiring for Tax Strategist jobs? Cities with the most Tax Strategist job openings:
What states have the most Tax Strategist jobs? States with the most job openings for Tax Strategist jobs include:
What job categories do people searching Tax Strategist jobs look for? The top searched job categories for Tax Strategist jobs are:
Tax Strategist jobs near you
Infographic showing various Tax Strategist job openings in the United States as of June 2026, with employment types broken down into 44% Full Time, and 56% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.
Tax Strategist

Tax Strategist

Signify Wealth

Saint Louis, MO • Remote

$90K - $115K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

CORE PURPOSE 

The Tax Strategist serves as the firm’s Chief Tax Architect, responsible for advanced tax intelligence, modeling, and strategy across all client relationships. This role ensures tax strategy is proactive, integrated, and implemented correctly across planning, investment, and estate decisions. 

PRIMARY RESPONSIBILITIES 

1. Advanced Tax Planning & Strategy 

- Multi‐year tax projections and planning 

- Liquidity event tax planning (business sales, private stock, etc.) 

- Entity structuring strategy (LLCs, partnerships, S‐corps, holding companies) 

- Trust and estate tax strategy (grantor vs non‐grantor, SLATs, GRATs, etc.) 

- Charitable and philanthropic tax strategies 

- Executive/athlete compensation and multi‐state tax planning where applicable 

2. Tax Modeling Oversight 

- Own all tax modeling assumptions 

- Review projections built by planning team 

- Ensure tax impacts are reflected in all planning scenarios 

- Validate accuracy and identify opportunities 

3. Coordination With Outside CPAs 

- Align strategies with client CPAs 

- Provide projections and guidance to CPAs 

- Review draft returns strategically 

- Confirm implementation of agreed strategies 

- Identify missed opportunities and planning gaps 

4. Integration With Planning Team 

- Collaborate with Planning Strategists on retirement, estate, and liquidity planning 

- Provide tax inputs for all major planning decisions 

- Participate in complex planning case design 

- Support Wealth Advisors in preparing for tax‐focused client discussions 

5. Proactive Tax Calendar Management 

- Establish annual tax planning calendar 

- Coordinate projection timing 

- Ensure estimated payments and deadlines are reviewed 

- Lead year‐end tax strategy reviews 

SUPPORTING RESPONSIBILITIES 

Supports Wealth Advisors: 

- Provides strategic tax framing for client recommendations 

- Joins meetings for complex tax strategy discussions 

Supports Planning Team: 

- Supplies modeling inputs and strategy validation 

- Advises on complex case design 

Supports Analysts (indirectly): 

- Defines required tax documents and inputs 

- Advises on bookkeeping and entity classification impacts 

EXCLUSIONS (DOES NOT OWN) 

- Gathering tax documents 

- Preparing tax returns 

- Bookkeeping management 

- Custodian paperwork 

- Client service coordination 

- Tracking signatures or operational workflows 

CLIENT INTERACTION MODEL 

The Tax Strategist participates in client meetings when advanced tax strategy or complex planning is discussed. Routine reviews and service interactions remain led by the Wealth Advisor and Client Affairs Manager. 

CAPACITY 

One Tax Strategist can support approximately 80–120 UHNW client families when supported by a strong planning and analyst team. 

KEY PERFORMANCE INDICATORS 

- Proactive tax strategies delivered annually 

- Accuracy and effectiveness of projections 

- Successful implementation of planning strategies 

- Wealth Advisor and Planning Team satisfaction 

- Effective coordination with external CPAs 

Strong skills in Tax Strategy, Tax Compliance, and Tax Research 

Experience in Financial Planning, Wealth Management, and understanding client-specific financial needs 

Proficiency in Financial Analysis and creating actionable recommendations 

Excellent communication, report preparation, and client-facing skills 

Strong organizational abilities and detail orientation for managing multiple client portfolios 

CPA required; additional tax-related certifications are a plus 

Bachelor's degree in Accounting, Finance, Taxation, or related field required 

Familiarity with tax software and financial reporting tools is beneficial 

Company Description

Signify is a fast growing privately-held wealth management firm providing comprehensive financial planning for the Influential. We are looking to fill a unique position on our team with a talented and motivated individual who desires growth and wants to use their time and gifts to make a difference.