Senior Tax Strategy Advisor

• 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.

• 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 Ultra Tax, Go File Room , and Practice CS a plus

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.

• Active CPA License
• 10+ Years Tax Planning Experience
• Client-Facing Tax Advisory
• Tax Planning Software Proficiency
• Certified Financial Planner™ Certification

• Tax Planning Strategies
• Tax Return Preparation
• Complex Tax Transactions Analysis
• IRS Notice Analysis
• Wealth Management Solutions

• Client Relationship Management
• Mentoring and Team Development
• Clear Communication
• Collaborative Mindset

• Active CPA License
• Enrolled Agent (EA) Designation
• Certified Financial Planner™ Certification
• Personal Financial Specialist (PFS™) Credential

• High-Net-Worth Clients
• Tax Compliance
• Financial Planning
• Integrated Tax Strategy
• Concierge Client Experience

• BNA
• Planner CS
• Holistiplan
• Thomson Reuters Ultra Tax
• Go File Room
• Practice CS