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Senior Tax Strategy Advisor for High-Net-Worth Clients
Job in
Montgomery, Montgomery County, Alabama, 36136, USA
Listed on 2026-07-31
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Tax Advisor, Wealth Management
Job Description & How to Apply Below
Jobtailor in the United States seeks an experienced tax advisor to lead proactive planning for high‑net‑worth clients, including complex estates, trusts and business owners.
You will review strategies, mentor staff, manage client relationships, and coordinate multi-return engagements, working with top-tier advisors to deliver tailored tax solutions.
Required CPA or EA, CFP optional, 10+ years in tax planning, and proficiency with Ultra Tax, Planner CS and related tools.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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