Senior Tax Strategy Advisor

Savant Wealth Management

Senior Tax Strategy Advisor creating sophisticated tax strategies for high-net-worth clients. Mentoring team members and enhancing internal policies for a strong tax practice.

Posted 7/23/2026full-timeAtlanta • Alabama • 🇺🇸 United StatesSenior💰 $140,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning and advisory services for high-net-worth clients, with a strong focus on developing and implementing proactive tax strategies. Possesses extensive experience in client relationship management and team leadership within a collaborative environment.

Highest-signal resume keywords

Active CPA License10+ Years Tax Planning ExperienceClient-Facing Tax AdvisoryTax Planning Software ProficiencyCertified Financial Planner™ Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningTax Strategy DevelopmentTax Return ReviewIRS Notice AnalysisComplex Tax TransactionsFinancial PlanningClient Relationship ManagementProactive Tax PlanningTax ComplianceTax Research

Soft Skills

CollaborationMentoringCommunicationTeamworkProblem-Solving

Tools & Technologies

BNAPlanner CSHolistiplanThomson Reuters UltraTaxGoFileRoomPractice CS

Certifications & Qualifications

Active CPA LicenseEnrolled Agent (EA) DesignationCertified Financial Planner™ CertificationPersonal Financial Specialist (PFS™) Credential

Industry Keywords

High-Net-Worth ClientsTax Planning StrategiesTax ComplianceTax AdvisoryFinancial Planning

About the role

Key responsibilities & impact

Work alongside a collaborative team of advisors and specialists to create sophisticated tax strategies for high-net-worth clients
Develop and implement proactive tax planning strategies for high-net-worth clients and business owners
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
Provide subject-matter tax expertise to clients, advisors, and firm leadership
Review and signing of complex individual, trust, partnership, foundation and corporate tax returns
Responsible for coordination, review and delivery of multi-family, multi-tax return groups
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
Present tax concepts to advisors, clients, prospects, and centers of influence (COIs)
Serve as a mentor and role model for tax and planning team members
Assist in training and developing staff through hands-on guidance and interactive team engagement
Maintain a team-first mindset by assisting colleagues and stepping in when needed

Requirements

What you’ll need

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)
Master’s in Taxation a plus
Certified Financial Planner™ certification or Personal Financial Specialist (PFS TM ) 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
Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plus

Benefits

Comp & perks

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