Senior Tax Strategy Architect for Wealth Planning

Renaissance Financial; St. Louis (MO); On-site; USD 160,000 - 220,000; Full time

Benefits offered by this job

Employer Paid Medical Insurance

401(k) Contributions

Annual Bonuses

Licensing Coverage

Job summary

Renaissance Financial is seeking an Advanced Tax Planning Strategist to develop proactive multi-year tax strategies for high-net-worth clients and coordinate with advisors across the firm. This CPA‑level role emphasizes strategic thinking, client interaction, and complex tax planning beyond compliance.

The ideal candidate combines deep technical depth with the ability to guide discussions with clients, advisors, and outside CPAs, across entities and wealth decisions.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 8–15 years of relevant tax experience in public accounting, private client tax, family office, or advisory roles.
• Strong knowledge of trust and estate taxes, multi-state planning, and high-net-worth scenarios.
• Proven ability to lead discussions with clients and professionals.
• Experience coordinating with legal, investment, and estate planning teams.

Responsibilities

• Design and implement sophisticated tax strategies for individuals and businesses.
• Lead tax planning analysis and coordinate with external preparers.
• Analyze complex returns (individual, pass-through, trusts) for planning opportunities.
• Develop internal valuations and support estate and succession planning.
• Provide client advisory on multi-state taxation and wealth planning.

Skills

Tax planning depth

Client advisory

Multi-state taxation

Analytical modeling

Strategic thinking

Communication

Collaborative work

Leadership

Education

Bachelor’s degree in Accounting/Finance/Business

Tools

Tax planning software

Financial analysis tools

Excel

Job description

Renaissance Financial is seeking an Advanced Tax Planning Strategist to develop proactive multi-year tax strategies for high-net-worth clients and coordinate with advisors across the firm. This CPA‑level role emphasizes strategic thinking, client interaction, and complex tax planning beyond compliance.

The ideal candidate combines deep technical depth with the ability to guide discussions with clients, advisors, and outside CPAs, across entities and wealth decisions.