Senior Tax Strategist

Strive Solutions; Tempe (AZ); On-site; USD 110,000 - 170,000; Full time

Job summary

Strive Solutions in Tempe, AZ seeks a professional to provide technical tax-planning support for high-net-worth financial planning. You will evaluate complex client scenarios and help design, implement, and refine tailored tax strategies.

As a key partner to financial advisors and clients, you will translate tax expertise into actionable recommendations, support implementation, and contribute to wealth-management initiatives through informed guidance.

Qualifications

• Strong knowledge of tax concepts and ability to evaluate complex cases.
• Excellent analytical and problem-solving skills.
• Effective communication and stakeholder management.
• Proven ability to collaborate across internal and external partners.

Responsibilities

• Deliver advanced technical tax-planning expertise for complex client matters.
• Analyze and assess intricate tax considerations and client circumstances.
• Coordinate with financial advisors, clients, internal teams, and external tax/legal providers.
• Communicate recommendations clearly and support implementation of tax strategies.
• Contribute to wealth-management initiatives through informed tax guidance.

Skills

Tax knowledge

Analytical thinking

Communication

Collaboration

Job description

Role Summary

Provide technical tax-planning support for high-net-worth financial planning. Evaluate complex client scenarios and help design, implement, and refine tailored tax strategies. Serve as a key partner to financial advisors and clients, translating tax expertise into actionable recommendations.

Role Summary

Provide technical tax-planning support for high-net-worth financial planning. Evaluate complex client scenarios and help design, implement, and refine tailored tax strategies. Serve as a key partner to financial advisors and clients, translating tax expertise into actionable recommendations.

Key Responsibilities

• Deliver advanced technical tax-planning expertise for complex client matters.
• Analyze and assess intricate tax considerations and client circumstances.
• Coordinate with financial advisors, clients, internal teams, and external tax/legal providers.
• Communicate recommendations clearly and support implementation of tax strategies.
• Contribute to wealth-management initiatives through informed tax guidance.

Qualifications & Skills

• Strong tax knowledge and ability to evaluate complex cases.
• Excellent analytical and problem-solving skills.
• Effective communication and stakeholder management.
• Proven ability to collaborate across internal and external partners.