Director of Tax Strategy - Magnetic North Tax & Accounting
Kestra Financial Independent AdvisorMinnesota, United States
Posted August 6, 2025
Full Time
About the Company
Part of a growing wealth advisory firm, delivering proactive, personalized tax and accounting services to individuals and business owners.
Job Description
We’re building a financial planning powerhouse and hiring a Director of Tax Strategy to lead the tax function, prepare returns, and collaborate with our wealth advisory team.
Requirements
- Lead tax operations—preparation, planning, and strategy
- Prepare and review individual and business returns
- Identify proactive planning opportunities for high-income and HNW clients
- Build workflows, templates, and systems for scale
- Collaborate with financial advisors on integrated client plans
- Stay current on tax code changes and lead firm-wide application
- Prepare for future hiring and leadership as the division grows
Benefits
- High autonomy, high impact, and a path to long-term growth
- Work in a collaborative, integrated wealth planning environment
- Help shape the systems and strategy of a growing firm
