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Senior Tax Strategy Advisor High-Net-Worth Clients
Job in
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listed on 2026-07-28
Listing for:
Savant Wealth Management
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Wealth Management, Tax Advisor
Job Description & How to Apply Below
Savant Wealth Management is seeking a Tax Strategy Advisor to deliver advanced tax planning and advisory services for high-net-worth individuals, families, and business owners. You will analyze complex tax situations, develop customized strategies, and prepare diverse tax returns, collaborating with tax counsel and planning specialists.
You will mentor staff, train teammates, and contribute to education materials while maintaining client-focused service and integrity.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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