What are the responsibilities and job description for the Director of Tax Strategy - Magnetic North Tax & Accounting position at Kestra Financial Independent Advisor?
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
🎯 What You Bring
- 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
- Experience with Drake Tax Software is a plus
🌟 Why Join Magnetic North?
- Be the firm’s go-to tax leader from day one
- Work in a collaborative, integrated wealth planning environment
- Help shape the systems and strategy of a growing firm
- High autonomy, high impact, and a path to long-term growth
💬 Apply now or message us to learn more about how you can grow with Magnetic North.
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