Tax Strategist

Job description

Description Larson Financial Group, LLC, is seeking an experienced tax expert to serve as a designated Tax Strategist at our St. Louis Headquarters. In this role, you will provide forward-looking federal and state tax planning for our clients and financial advisors across the country. At Larson Financial Group LLC , we are a goal-oriented organization driven by a warrior spirit mindset. We set ambitious goals, execute with discipline, and lead with resilience, ownership, and determination. The Tax Strategist will embody this spirit — providing clear direction to clients, tax expertise, and confidence in our service. Job Responsibilities: - Provide expert tax advice to high-net-worth individuals and their related corporations, partnerships, and trusts. - Develop and implement tax planning strategies for clients to optimize their financial situation. - Run current and future year tax projections to help financial advisors and clients make better decisions. - Maintain current knowledge of ever-changing tax rules and regulations and analyze implications for clients. - Build and maintain relationships with clients, their CPAs, and their other advisors. - Review complex tax returns to di...