Senior Tax Strategy Advisor

• 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

• 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 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.

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

• Tax Planning
• Tax Strategy Development
• Tax Return Review
• IRS Notice Analysis
• Complex Tax Transactions
• Financial Planning
• Client Relationship Management
• Proactive Tax Planning
• Tax Compliance
• Tax Research

• Collaboration
• Mentoring
• Communication
• Teamwork
• Problem-Solving

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

• High-Net-Worth Clients
• Tax Planning Strategies
• Tax Compliance
• Tax Advisory
• Financial Planning

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