Director of Tax Strategy - Magnetic North Tax & Accounting jobs in United States
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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
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H1B Sponsor Likelynote

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

Tax preparationTax planningCPAEnrolled AgentTax law knowledgeDrake Tax SoftwareStrategic thinkingProblem solvingCollaboration

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

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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 Stage
Total Funding
unknown
2019-02-25Acquired

Leadership Team

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Joel Bennett
CFO
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Kris Chester
Executive Vice President + Chief Operating Officer
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Company data provided by crunchbase