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Tax Strategy Jobs (NOW HIRING)

Mintex Technology

Tax Strategist/ Tax Consultant

Erie, PA · Remote

$80K - $110K/yr

Lead clients through the full lifecycle of tax planning, including strategy, implementation, and compliance * Collaborate with internal teams, financial advisors, and external vendors to support ...

Tax Alchemy

Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

We are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax planning for strategic wealth planning. The ideal candidate will be knowledgeable in business and ...

Uplinq

Senior Tax Strategist

$120K - $140K/yr

The VP sets the vision and designs the strategy program. This role executes it, scales it, and ... Tax leadership is balancing compliance and strategy and does not have the bandwidth to give this ...

Tax Alchemy

Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

We are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax planning for strategic wealth planning. The ideal candidate will be knowledgeable in business and ...

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Tax Strategy information

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$55K

$129.4K

$176K

How much do tax strategy jobs pay per year?

As of Aug 11, 2026, the average yearly pay for tax strategy in the United States is $129,367.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $145,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in tax strategy, and why are they important?

To thrive in Tax Strategy, you need a solid background in accounting or finance, deep knowledge of tax laws, and often a CPA or similar certification. Familiarity with tax preparation software, financial modeling tools, and ERP systems like SAP is typical in this field. Strong analytical thinking, attention to detail, and effective communication help professionals excel when interpreting regulations and advising clients or businesses. These skills and qualities are crucial for ensuring compliance, optimizing tax positions, and supporting organizational financial goals.

What does a tax strategist do?

A tax strategist develops and implements tax planning strategies to minimize a company's or individual's tax liabilities while ensuring compliance with tax laws. They analyze financial data, stay updated on tax regulations, and often use specialized tools or software to optimize tax outcomes. This role typically requires strong analytical skills and knowledge of tax codes and regulations.

What is the difference between Tax Strategy vs Tax Analyst?

AspectTax StrategyTax Analyst
Required CredentialsCPA, JD, or advanced tax certificationsCPA or Enrolled Agent often preferred
Work EnvironmentStrategic planning, senior management collaborationData analysis, compliance, reporting
Employer & Industry UsageCorporate finance, large firms, consultingAccounting firms, corporate finance departments
Search & Comparison IntentFocus on high-level tax planning and policyFocus on compliance, reporting, and analysis

Tax Strategy professionals develop long-term tax plans and policies to optimize a company's tax position, often working closely with senior management. Tax Analysts focus on analyzing financial data, preparing tax returns, and ensuring compliance with tax laws. While both roles require strong tax knowledge and certifications, Tax Strategy roles are more strategic and policy-oriented, whereas Tax Analysts are more operational and detail-focused.

What is tax strategy?

Tax strategy refers to the planning and methods individuals or businesses use to minimize their tax liability within the bounds of the law. It involves understanding current tax regulations, identifying deductions, credits, and incentives, and making financial decisions that optimize tax outcomes. Tax strategists analyze financial transactions and structures to ensure compliance while maximizing tax efficiency. Effective tax strategy can lead to substantial savings and improved financial health for both individuals and organizations.

How does a tax strategy professional typically collaborate with other departments within an organization?

Tax Strategy professionals frequently work cross-functionally, partnering with finance, legal, and operations teams to ensure that tax planning aligns with wider business objectives. They provide guidance on tax implications of business decisions, mergers, acquisitions, and international transactions. Effective communication and collaboration are essential, as tax strategists help interpret complex regulations and ensure compliance while identifying opportunities for savings and risk mitigation. These collaborations help organizations make informed financial decisions and maintain a strong compliance posture.

How do I become a tax strategist?

To become a tax strategist, you typically need a bachelor's degree in accounting, finance, or a related field, followed by gaining 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.
More about Tax Strategy jobs
What cities are hiring for Tax Strategy jobs? Cities with the most Tax Strategy job openings:
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Tax Strategy jobs near you
Infographic showing various Tax Strategy job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 91% Full Time, 5% Part Time, and 3% Contract. Highlights an 81% Physical, 6% Hybrid, and 13% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.

Tax Strategy & Operations Manager

Wealth Enhancement Group

Malvern, PA • On-site

$130K - $180K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Malvern, PA office has an exciting opportunity for a Tax Strategy & Operations Manager! This role is responsible for leading the redesign and modernization of our tax preparation practice, driving transformative change across every aspect of our tax services. Reporting to the Tax Manager, this position offers significant autonomy to develop scalable processes, lead software migration, shape team structure, and establish long-term business strategies within a collaborative, growth-oriented environment.
This role is an On-site or Hybrid position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $130,000.00 to $180,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Practice Transformation and Process Design
  • Assess existing tax preparation workflows, including client intake, document collection, preparation, review, client communication, and pricing.
  • Redesign workflows for efficiency and scalability.
  • Lead software migration from Pro Series to CCH Axcess (cloud-based), managing data transfer, workflow setup, and staff training.
  • Develop standardized processes, templates, and checklists to enhance quality control, consistency, and turnaround time.

Strategic Planning and Business Development
  • Create and execute multi-year business plans to transition the tax practice into a profitable, sustainable operation.
  • Partner with leadership on client capacity strategies, managing reduction and future reopening to new clients.
  • Establish pricing models, service tiers, and capacity metrics to support growth.

Team Leadership and Seasonal Staff Management
  • Lead, mentor, and manage a team of seasonal tax preparers, ensuring quality and adherence to deadlines.
  • Manage the full seasonal hiring lifecycle, including interviewing, hiring, onboarding, and ongoing oversight as the practice expands.
  • Build a long-term vision for a proactive, scalable tax team.

Proactive Tax Planning and Advisor Collaboration
  • Partner with financial advisors during non-tax season to deliver proactive, year-round tax planning strategies for full-service clients.
  • Provide tax-aware insights on complex client situations, including those involving K-1 income, Schedule C businesses, rental properties, and tax-driven investment strategies.
  • Serve as a subject matter expert on tax implications and planning opportunities within the advisory team.

Tax Preparation and Review
  • Prepare and review individual tax returns of varying complexity, in areas including K-1s, Schedule C, rental income, and advanced tax-led strategies.
  • Ensure all returns are accurate, compliant, and accompanied by exceptional client communication.

Cross-Departmental Collaboration
  • Work collaboratively across departments, acting as a liaison between tax, advisory, operations, and compliance teams.
  • Communicate clearly and empathetically with clients, colleagues, and leadership.
  • All other duties as assigned.

Education/Qualifications
  • Active CPA license (required)
  • Bachelor's degree (or equivalent experience) in accounting, taxation, finance, or a related field
  • Master's degree in taxation or MBA preferred
  • Minimum of 5 years of experience preparing individual tax returns, including complex returns (K-1s, Schedule C, rental properties, and tax-driven investment strategies)
  • Demonstrated experience leading process improvement initiatives, software transitions, or practice-level transformations
  • Experience with CCH Axcess or other CCH cloud-based solutions preferred
  • Proven ability to lead, hire, and manage a team, particularly in a seasonal or high-volume environment
  • Strong business acumen and ability to develop and execute business plans
  • Proficiency in Microsoft Office Suite and Workday preferred
  • Exceptional interpersonal skills, emotional intelligence, and the ability to build trust across departments and skill levels
  • Highly process-oriented with outstanding organizational skills and attention to detail
  • Comfortable working independently with significant autonomy in a dynamic environment
  • Genuine passion for helping people and the tax process

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $75,600 - $180,100. The Tax Strategy & Operations Manager role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above)
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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