Senior Tax Strategy Advisor
About The Position
We are seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team and support high-net-worth clients across the Southeast! As a Senior Tax Strategy Advisor, you'll work alongside a collaborative team of advisors and specialists to create sophisticated tax strategies for high-net-worth clients while serving as a trusted partner on some of the firm's most complex relationships. This is an opportunity to do your best work, continue growing your expertise, and make a lasting impact in a firm that values collaboration, innovation, and long-term client success. The Senior Tax Strategy Advisor provides advanced tax planning and advisory services to high-net-worth individuals, families, and business owners with complex financial needs. This role develops and reviews sophisticated tax strategies, identifies planning opportunities, and reviews complex income tax returns while serving as a trusted resource to clients and internal teams. In partnership with advisors and planning specialists, you'll help deliver integrated, client-centered wealth management solutions that create meaningful long-term value.
Requirements
- Bachelor’s degree in Accounting, Finance or Business Administration from an accredited college or university (required)
- Active CPA license or Enrolled Agent (EA) designation (required)
- Certified Financial Planner™ certification or Personal Financial Specialist (PFSTM) credential (required within 1 year of employment)
- 10+ years of experience in comprehensive tax and financial planning, including work with high-net-worth clients
- Proven client-facing experience in tax planning and advisory roles
- Experience with tax planning software (BNA, Planner CS, Holistiplan)
- Familiarity with online and print tax research resources
- Proficient in Microsoft Office (Word, Excel, and Outlook)
Nice To Haves
- Master’s in Taxation a plus
- Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plus
Responsibilities
- Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with overall financial goals. (Typically, clients with AUM of $10M+)
- Review tax planning strategies and estimates, providing actionable insights for complex client scenarios.
- Research and analyze complex tax transactions and topics, communicating findings and recommendations clearly to clients and internal teams.
- Manage assigned client relationships, tax projects, and workflow during tax season, ensuring timely and accurate deliverables.
- Provide subject-matter tax expertise to clients, advisors, and firm leadership to support integrated wealth management solutions.
- Review and signing of complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required.
- Responsible for coordination, review and delivery of multi-family, multi-tax return groups (i.e., parents, children, trusts, and other entities) and ensuring a concierge experience for our highest net worth clients.
- Deliver finalized tax return packages to clients, as needed.
- Analyze IRS and state notices, preparing or reviewing responses as needed.
- Work directly with taxing authorities on resolving client tax issues.
- Contribute to the review and enhancement of internal policies and procedures for a fully integrated tax strategy practice.
- Provide subject matter for educational and promotional materials, such as presentations, articles, and marketing content.
- Present tax concepts to advisors, clients, prospects, and centers of influence (COIs) at events and workshops.
- Serve as a mentor and role model for tax and planning team members, fostering a collaborative and growth-oriented environment.
- Assist in training and developing staff through hands-on guidance and interactive team engagement.
- Offer feedback on training programs for new tax team members and advisors.
- Maintain a team-first mindset by assisting colleagues and stepping in when needed.
- Perform additional duties as assigned to support client service and firm objectives.
Benefits
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
- Generous paid time off, plus at least 10 paid holidays
- Annual “Savantiversary” day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
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What This Job Offers
Job Type
Full-time
Career Level
Senior
