Senior Tax Strategy Architect

Renaissance Financial Corporation; Phoenix (AZ); On-site; USD 160,000 - 260,000; Full time

Benefits offered by this job

Employer Paid Medical Insurance

Generous 401(k) contributions

Potential bonuses

Job summary

Renaissance Financial is seeking a Senior Advanced Tax Planning Strategist (CPA) to develop proactive, multi-year tax strategies for high-net-worth clients. The role requires deep expertise across federal and multi-state tax law and the ability to partner with advisers, attorneys, and outside CPAs.

This senior position emphasizes strategic thinking over compliance, with responsibilities spanning entity structuring, liquidity events, trust planning, charitable strategies, and cross‑state domicile

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 8–15 years of tax experience in public accounting or private client services.
• Experience with high-net-worth planning and multi-state tax issues.
• Ability to model multi-year tax scenarios and projections.
• Strong client-facing communication and collaboration skills.

Responsibilities

• Design and implement federal and multi-state tax strategies.
• Prepare tax projections and multi-scenario analyses.
• Analyze complex returns for planning opportunities.
• Collaborate with advisors, attorneys, and CPAs.
• Lead client discussions and training within the firm.

Skills

Advanced tax planning

Client advisory

Multistate taxation

Financial modeling

Communication

Education

Bachelor’s in Accounting/Finance

8–15 years tax experience

Tools

Excel

Tax planning software

Financial analysis tools

Valuation tools

Job description

Renaissance Financial is seeking a Senior Advanced Tax Planning Strategist (CPA) to develop proactive, multi-year tax strategies for high-net-worth clients. The role requires deep expertise across federal and multi-state tax law and the ability to partner with advisers, attorneys, and outside CPAs.

This senior position emphasizes strategic thinking over compliance, with responsibilities spanning entity structuring, liquidity events, trust planning, charitable strategies, and cross‑state domicile