Senior Tax Strategist, Wealth Planning Lead
Listed on 2026-10-06
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Finance & Banking
Wealth Management
Savant Wealth Management seeks a Senior Tax Strategist to join its Tax Strategy Team, supporting high-net-worth clients, families, and business owners. You will analyze client situations, research tax topics, and prepare recommendations aligned with broader financial goals.
The role emphasizes collaboration with tax advisors, execution of tax strategies, and delivering clear, client-focused insights while handling moderately complex returns.
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This posting is for the Senior Tax Strategist, Wealth Planning Lead role at Savant Wealth Management, based in Rockford, IL, United States.
We are looking to fill the Senior Tax Strategist, Wealth Planning Lead position at Savant Wealth Management in Rockford, IL, United States.
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