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Tax Strategy Advisor High-Net-Worth Clients
Job in
Westwood, Norfolk County, Massachusetts, 02090, USA
Listed on 2026-08-27
Listing for:
Savant Wealth Management
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management, Tax Advisor
Job Description & How to Apply Below
Savant Wealth Management is seeking a Tax Strategy Advisor to guide high-net-worth individuals, families, and business owners through complex tax matters and integrated wealth planning. You will analyze situations, design proactive plans, and prepare income tax returns for some of the firm’s largest and most intricate clients.
Collaborating with clients, their tax counsel, lead advisors, and planning specialists, you’ll deliver strategic recommendations aligned with financial goals, while
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