Job Information
Kelly Services Tax Strategist in Houston, Texas
Tax Strategist
Houston, TX
Direct Hire
$125-175k
*This is a hands-on individual contributor position
Kelly is seeking a Tax Strategist to work with our client, a rapidly growing mid-size RIA firm, on a direct hire basis. This is a great opportunity to be the firm’s designated Tax Strategist and to advance the organization’s tax advisory platform.
The Tax Strategist will:
Oversee the overall strategic direction and management of the tax firm
Provide expert tax advice to high-net-worth individuals, corporations, and other entities
Develop and implement tax planning strategies for clients to optimize their financial situation
Represent the firm and its clients before tax authorities and in legal proceedings, as required
Maintain current knowledge of tax laws and regulations and analyze their implications for clients and the firm
Establish and enforce the firm’s policies, procedures, and quality standards to ensure compliance with professional and regulatory requirements
Build and maintain relationships with clients, government agencies, and other external stakeholders
Review complex tax returns and financial statements prepared by staff, ensuring accuracy and compliance
Identify and pursue business development opportunities to expand the firm’s client base and service offerings
Collaborate with other senior leaders and departments to align tax strategies with the overall business objectives
Ensure the utilization of technology and software to enhance efficiency and client service in tax preparation and advisory
Qualifications:
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; Master’s degree or Juris Doctorate preferred
Active CPA license or equivalent tax-related professional certification
Minimum of 12 years of progressive tax experience in a public accounting firm or corporate tax department
Proven experience in a leadership role with a tax advisory focus
Extensive knowledge of federal, state, and local tax laws and regulations
Experience with tax planning and strategy for both individuals and businesses
Demonstrated expertise in complex tax research and analysis
Strong understanding of business and financial principles
Ability to develop and maintain high-level client relationships
Experience with tax software and technology platforms
Proficient in Microsoft Office Suite, with advanced Excel skills
Excellent communication, negotiation, and presentation skills
Ability to handle multiple tasks simultaneously with precise attention to detail
Benefits:
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% paid for the employee)
Dental Insurance
Vision Insurance
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
Events, Awards, Activities
And more!
Interviews are happening now! If qualified and interested, please apply to this posting ASAP or directly send your resume to SARP028@kellyservices.com.
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here (https://www.mykelly.com/help-support-working-with-kelly-us/#Benefits) for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
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About Kelly
Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.
Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.