Senior Tax Strategist

About Our Opportunity

We are seeking an exceptional leader to spearhead our tax strategy, driving transformative outcomes for our advisors and clients through innovative solutions and a best-in-class platform.

As the leader of our Centralized Wealth Solutions group, you will be instrumental in shaping our competitive advantage. With a mandate to significantly scale the department over the next five years, this role requires bold vision, operational excellence, and the ability to lead through change while aligning with evolving business priorities and strategic objectives.

This senior executive position offers a unique blend of leadership, technical expertise, and strategic thinking. If you have a passion for tax optimization, process improvement, and team leadership, we encourage you to apply.

• Bachelor's degree (or equivalent experience) in Accounting, Finance, or a related field; advanced credentials (CPA, JD, or Master's) strongly preferred.
• Minimum of 10 years of progressive leadership experience in tax, ideally within wealth management or financial services.
• Proven ability to harness technology for tax optimization and operational efficiency.
• Demonstrated success in managing outsourced tax partnerships.
• Deep expertise in business process optimization and continuous improvement.
• Exceptional interpersonal and communication skills, with a strong record of team leadership and development.
• Extensive experience leading organizational change within a tax function.
• Strong technical knowledge of tax regulations, planning, and strategic execution.
• Proven ability to scale tax operations while maintaining a competitive edge.
• Adept at managing multiple priorities in a dynamic, fast-paced environment.

We offer a range of benefits designed to support your overall well-being, including training and professional development opportunities, medical and dental coverage, health savings accounts, life insurance, disability benefits, and retirement plans.

In addition, we provide generous paid time off, holidays, parental leave, and caregiver leave. We also offer reimbursement for tuition and other credentials.

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.