Tax Strategist

Provide support in all aspects of the tax planning process to Financial Advisors (FAs) in Baird branches. This will primarily involve identifying tax planning opportunities and creating analyses using standard firm tools, but may often include participation in data gathering and/or analysis presentation meetings or calls. May be asked by Financial Advisors to work with a client’s external tax professional. Topics may include questions on 1099 reporting, Baird policies, etc. Be able to answer intermediate-level to advanced tax and financial planning questions. For more advanced questions, be able to research solutions and/or work with other department members or professionals to find an answer. Research tax matters and summarize conclusions and rationale. Research will primarily focus on federal individual tax issues, but may periodically involve trust, corporate, pass-through and tax-exempt entities, as well as some state tax issues. Occasionally the impact of foreign citizenship or residency may arise. All research and advice is provided with the understanding that Baird is not the primary tax advisor for the client.

According to JobzMall, the average salary range for a Tax Strategist in PNC Plaza, 500 W Jefferson St, Louisville, KY 40202, USA is approximately $75,000 to $125,000. This range is dependent on experience, education, and other factors. PNC Plaza is an office complex located in the heart of downtown Louisville. It is home to some of the city's most successful businesses, so the salary range for a Tax Strategist may be higher than the national average due to the competitive nature of the local job market.

Robert W. Baird & Co. is an American multinational independent investment bank and financial services company.