Senior Tax Strategy Advisor

Savant•Rockford, IL

8d•$140,000 - $180,000•Onsite

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 West Coast! 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)
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Nice To Haves

Master’s in Taxation a plus
Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plus
Advanced tax planning expertise and business acumen
Strong analytical, organizational, and problem-solving abilities
Excellent written, verbal, and interpersonal communication skills
Exceptional attention to detail and accuracy
Client-focused with a commitment to outstanding service
Collaborative, relationship-oriented team player

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.