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Senior Tax Strategy Architect Wealth Clients

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: Savant Wealth Management
Full Time position
Listed on 2026-07-27
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 140000 - 180000 USD Yearly USD 140000.00 180000.00 YEAR
Job Description & How to Apply Below
Position: Senior Tax Strategy Architect for Wealth Clients

Savant Wealth Management, based in Atlanta, GA, seeks a Senior Tax Strategy Advisor to craft sophisticated tax plans for high-net-worth individuals and families. You will develop and review complex strategies, manage client relationships, and collaborate with planning specialists to deliver integrated wealth management solutions.

The role emphasizes proactive planning, rigorous analysis, and clear communication, with opportunities to mentor teammates and contribute to educational and promotional

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Position Requirements
10+ Years work experience
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