Kestra Financial · 5 months ago
Director of Tax Strategy - Magnetic North Tax & Accounting
Kestra Financial is building a financial planning powerhouse through its Magnetic North Tax & Accounting division, offering personalized tax and accounting services. They are seeking a Director of Tax Strategy to lead tax operations, prepare returns, and collaborate with their wealth advisory team while developing strategies for high-income clients.
BankingConsultingFinanceFinancial Services
Responsibilities
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
Qualification
Required
5+ years of tax prep and planning experience
CPA or Enrolled Agent (required)
In-depth understanding of tax law, financial statements, and planning strategies
Experience with high-net-worth individuals or business owners
Strategic thinker, self-starter, and natural problem solver
Comfortable working solo—but excited to lead and build
Preferred
Experience with Drake Tax Software is a plus
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Recent News
2025-11-20
2025-11-04
2025-10-27
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