Senior Tax Strategy Advisor

Savant Wealth Management

Senior Tax Strategy Advisor developing tax strategies for high-net-worth clients across the West Coast. Collaborating with advisors and specialists to provide wealth management solutions.

Posted 7/23/2026full-timeRockford • California, Illinois, Oregon • 🇺🇸 United StatesSenior💰 $140,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning and compliance for high-net-worth clients, leveraging strong analytical skills to provide actionable insights and ensure accuracy in tax return preparation. Capable of mentoring and developing team members while maintaining client relationships and delivering integrated wealth management solutions.

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 Planning StrategiesTax Return PreparationComplex Tax Transactions AnalysisIRS Notice AnalysisWealth Management Solutions

Soft Skills

Client Relationship ManagementMentoring and Team DevelopmentClear CommunicationCollaborative Mindset

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 ComplianceFinancial PlanningIntegrated Tax StrategyConcierge Client Experience

About the role

Key responsibilities & impact

Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with overall financial goals.
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.

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)
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