Senior Tax Strategy Advisor

Senior Tax Strategy Advisor – Savant Wealth Management

Where sophisticated strategy meets meaningful impact. At Savant, we help clients see their wealth from every angle—tax, investment, estate, and legacy—so they can make wise decisions with confidence. Our Senior Tax Strategy Advisors play a pivotal role in that mission, transforming complex tax challenges into elegant, actionable solutions that elevate the entire client experience.

If you’re a seasoned tax professional who thrives in high‑stakes, high‑trust environments and enjoys guiding ultra‑high‑net‑worth families, business owners, and multi‑entity groups toward greater clarity and control, we invite you to bring your expertise to Savant.

• Develop and execute forward‑thinking tax strategies that optimize outcomes for complex family and business structures.
• Lead the review and signing of intricate individual, trust, partnership, foundation, and corporate returns, ensuring technical precision and a concierge‑level experience.
• Coordinate multi‑entity engagements (parents, children, trusts, and related entities) to deliver integrated solutions and seamless service.
• Analyze and interpret complex transactions, communicating technical findings and actionable recommendations to clients and internal teams in a clear, strategic manner.
• Partner with financial advisors and planning specialists to provide holistic wealth management strategies.
• Engage with taxing authorities to resolve client issues and ensure compliance.
• Contribute to firm‑wide innovation, refining processes, elevating standards, and driving continuous improvement in our tax strategy practice.
• Mentor and inspire others, fostering technical excellence and growth within the team.
• Represent Savant externally, presenting tax concepts to clients, advisors, and centers of influence at events, workshops, and thought‑leadership forums.

You’re a trusted advisor who combines technical mastery with genuine care for your clients. You see beyond the numbers, connecting tax strategy to life goals, legacy, and long‑term financial well‑being. You lead with curiosity, communicate with clarity, and collaborate with confidence.

• Bachelor’s degree in Accounting, Finance, or Business Administration (required)
• Active CPA license or Enrolled Agent (EA) designation (required)
• CERTIFIED FINANCIAL PLANNER™ certification (required)
• 10+ years of comprehensive tax and financial planning experience serving high‑net‑worth clients
• Demonstrated success in client‑facing tax advisory roles
• Proficiency or familiarity with:
  • Thomson Reuters Ultra Tax, Go File Room , Practice CS
  • Tax planning software such as BNA, Planner CS, or Holistiplan
  • Online and print tax research resources
• Exceptional communication, analytical, and leadership skills
• A collaborative, team‑first mindset and a commitment to client excellence
• Master’s in Taxation (preferred)

The expected base salary range for this role nationally is $127,500 - $186,000
. Final base pay will be determined based on responsibilities, skills, relevant experience, geographic location, and market conditions. This role may also be eligible for additional forms of compensation and benefits.

• Benefit eligibility on day one with a robust package
• Choice of medical plans (two options)
• Health & Wellness Accounts: health savings account (HSA) or flexible spending account (FSA)
• Flexible dental coverage (two options)
• Vision insurance
• Company‑paid life & AD&D insurance
• Company‑paid short‑term and long‑term disability coverage
• 401(k) with company match (Roth and Traditional)
• Generous paid time off, including PTO that increases with years of service, 11 paid holidays, a celebratory savantiversary day, and shorter work weeks during summer hours
• Additional leave: personal, parental, professional development, and bereavement pay
• Dress code: “Dress for Your Day” with wardrobe flexibility based on office culture and client expectations
• Employee recognition program with monetary awards
• Team incentive plans for additional earning opportunities
• Employee assistance program
• Exclusive discounts on various programs
• Wellness reimbursements for gym memberships and other…