Senior Tax Strategy Advisor

Jobtailor; Montgomery (AL); On-site; USD 140,000 - 210,000; Full time

Job summary

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 UltraTax, Planner CS and related tools.

Qualifications

• Bachelor’s degree in Accounting, Finance or Business Administration is required.
• Active CPA license or Enrolled Agent designation is required.
• Master’s in Taxation is a plus.
• Certified Financial Planner certification or PFS credential required within 1 year.
• 10+ years of experience in comprehensive tax and financial planning for high-net-worth clients.
• Proven client-facing experience in tax planning and advisory roles.
• Experience with tax planning software such as BNA, Planner CS and Holistiplan.
• Familiarity with Thomson Reuters UltraTax, GoFileRoom and Practice CS is a plus.

Responsibilities

• Work with advisors 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.
• Research and analyze complex tax transactions and topics, communicating findings clearly.
• 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 returns (individual, trust, partnership, foundation, corporate).
• Coordinate, review and deliver multi‑family, multi‑tax return groups.
• Analyze IRS and state notices; prepare or review responses.
• Work with taxing authorities on resolving client tax issues.
• Contribute to review and enhancement of internal policies for integrated tax planning.
• Provide material for educational and promotional content.
• Present tax concepts to advisors, clients, prospects, and COIs.
• Mentor and role-model for tax and planning team members.
• Assist in training staff through hands-on guidance and team engagement.
• Maintain a team-first mindset and support colleagues as needed.

Skills

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

Education

Bachelor's degree in Accounting, Finance or Business Administration

Master’s in Taxation (plus)

CPA certification

Enrolled Agent (EA) designation

Certified Financial Planner™ certification

Personal Financial Specialist (PFS™) credential

Tools

BNA

Planner CS

Holistiplan

Thomson Reuters UltraTax

GoFileRoom

Practice CS

Job description

• 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

Requirements

• 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 UltraTax, GoFileRoom, and Practice CS a plus

Core Competencies

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.

Highest-signal resume keywords

• Active CPA License


• 10+ Years Tax Planning Experience


• Client-Facing Tax Advisory


• Tax Planning Software Proficiency


• Certified Financial Planner™ Certification

ATS Optimization Keywords

Hard Skills

• 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

Soft Skills

• Collaboration


• Mentoring


• Communication


• Teamwork


• Problem-Solving

Certifications & Qualifications

• Active CPA License


• Enrolled Agent (EA) Designation


• Certified Financial Planner™ Certification


• Personal Financial Specialist (PFS™) Credential

Industry Keywords

• High-Net-Worth Clients


• Tax Planning Strategies


• Tax Compliance


• Tax Advisory


• Financial Planning

Tools & Technologies

• BNA


• Planner CS


• Holistiplan


• Thomson Reuters UltraTax


• GoFileRoom


• Practice CS