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Director of Tax Strategy - Magnetic North Tax & Accounting

Kestra Financial Independent Advisor
locationMaple Grove, MN, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job Description

We’re building more than a tax practice—we’re building a financial planning powerhouse.

At Magnetic North Tax & Accounting, part of a growing wealth advisory firm, we deliver proactive, personalized tax and accounting services to individuals and business owners who want to grow and preserve wealth.

We’re hiring a Director of Tax Strategy—a rare blend of doer and builder—who is ready to lead the tax function while actively preparing returns, crafting planning strategies, and collaborating with our wealth advisory team.

What You’ll Be Doing

  • 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
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