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The CSP Group · 3 days ago

Director of Tax & Tax Strategy

St Louis, MO

Full-time

Onsite

Director/Executive

$150K/yr - $200K/yr

10+ years exp

The CSP Group is a high-growth, client-centric wealth management and advisory firm headquartered in St. Louis, seeking a Director of Tax & Tax Strategy. This role involves leading the firm's tax function, overseeing tax planning, compliance, and strategic advisory work, while developing tax-efficient solutions for clients and building internal processes to support a growing practice.

Staffing & Recruiting

Responsibilities

Lead delivery of proactive, high-impact tax planning strategies for high-net-worth individuals, families, and business owners

Provide expert tax consultation on entity structure, compensation planning, business transition, estate planning integration, investment tax efficiency, and multi-year tax projections

Review and communicate complex tax matters in a clear, client-friendly manner

Partner with wealth advisors to enhance holistic client planning and strengthen long-term relationships

Oversee preparation and review of individual, corporate, partnership, trust, and related returns (prepared internally and/or through external providers)

Ensure technical accuracy, compliance, and adherence to federal, state, and local tax regulations

Monitor legislative changes and emerging trends, translating them into actionable strategies and client guidance

Build, lead, and mentor the internal tax team; develop scalable processes, workflows, and best practices

Design and implement tax service offerings, pricing models, and client engagement structures

Work closely with executive leadership to shape firm-wide strategy, including planning for new service lines, client segments, and growth initiatives

Evaluate and manage relationships with third-party tax vendors and technology partners

Serve as the firm’s senior subject-matter expert for tax matters

Support business development through participation in prospect meetings and thought leadership

Work closely with financial planning, investment, and operations teams to integrate tax strategy across the firm

Qualification

Active CPA licenseTax strategy developmentIndividualCorporate taxationTax compliance oversightClient relationship managementTeam leadershipEntrepreneurial mindsetHigh ethical standardsCommunication skillsCollaborative approach

Required

Active CPA license required

10+ years of progressively responsible tax experience, including significant leadership roles within a public accounting firm (Big 4, regional, or strong local firms)

Deep technical expertise in individual and corporate taxation, with strong proficiency in strategic planning, multi-entity structures, and complex client scenarios

Demonstrated experience leading teams, managing client relationships, and overseeing tax compliance and planning for high-net-worth individuals and closely held businesses

Strong communication skills—capable of simplifying complex tax matters for clients and advisors

Entrepreneurial mindset, with the ability to build and refine systems in a high-growth environment

High ethical standards, commitment to client service excellence, and a collaborative, team-oriented approach