Senior Tax Strategy Advisor

Savant Wealth Management; Walnut Creek (CA); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

HSA or FSA

Company-paid life insurance, AD&D, and

Job summary

Savant Wealth Management is seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team on the West Coast. You will develop and review sophisticated tax strategies for high-net-worth individuals, families, and business owners, coordinating with advisors to deliver integrated wealth management solutions.

In this role you’ll lead complex tax planning, review multi-entity returns, mentor junior staff, and communicate insights to clients and internal teams.

Qualifications

• Bachelor’s degree in Accounting, Finance or Business Administration (required).
• Active CPA license or Enrolled Agent (EA) designation (required).
• Master’s in Taxation a plus.
• CFP™ or PFSTM credential required within 1 year of employment.
• 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 (BNA, Planner CS, Holistiplan).
• Familiarity with online and print tax research resources.
• Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plus.

Responsibilities

• 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, communicating findings clearly.
• Manage assigned client relationships and tax projects during tax season.
• Provide subject-matter tax expertise to clients, advisors, and firm leadership.
• Review and signing of complex returns for individuals, trusts, partnerships, foundations and corporations.
• Deliver finalized tax return packages to clients.
• Analyze IRS/state notices and interact with taxing authorities.
• Contribute to internal policy improvements for integrated tax strategy practice.
• Provide content for educational materials and present tax concepts at events.
• Mentor and train staff; support a growth-oriented environment.
• Assist colleagues and maintain a team-first mindset.
• Perform additional duties as assigned.

Skills

Advanced tax planning

Analytical skills

Communication

Detail-oriented

Education

Bachelor’s degree in Accounting/Finance/Business Admin

CPA or EA

Master’s in Taxation (plus)

CFP™ or PFSTM within 1 year

Tools

BNA

Planner CS

Holistiplan

Thomson Reuters UltraTax

GoFileRoom

Practice CS

Job description

We are seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team and support high-net-worth clients across the West Coast! As a Senior Tax Strategy Advisor, you'll work alongside a collaborative team of advisors and specialists to create sophisticated tax strategies for high-net-worth clients while serving as a trusted partner on some of the firm's most complex relationships. This is an opportunity to do your best work, continue growing your expertise, and make a lasting impact in a firm that values collaboration, innovation, and long-term client success.

The Senior Tax Strategy Advisor provides advanced tax planning and advisory services to high-net-worth individuals, families, and business owners with complex financial needs. This role develops and reviews sophisticated tax strategies, identifies planning opportunities, and reviews complex income tax returns while serving as a trusted resource to clients and internal teams. In partnership with advisors and planning specialists, you'll help deliver integrated, client-centered wealth management solutions that create meaningful long-term value.

The Senior Tax Strategy Advisor can expect to focus in the following areas:

• Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with overall financial goals. (Typically, clients with AUM of $10M+)
• 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, ensuring timely and accurate deliverables.
• Provide subject-matter tax expertise to clients, advisors, and firm leadership to support integrated wealth management solutions.
• Review and signing of complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required. Responsible for coordination, review and delivery of multi-family, multi-tax return groups (i.e., parents, children, trusts, and other entities) and ensuring a concierge experience for our highest net worth clients.
• Deliver finalized tax return packages to clients, as needed.
• 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, such as presentations, articles, and marketing content.
• Present tax concepts to advisors, clients, prospects, and centers of influence (COIs) at events and workshops.
• Serve as a mentor and role model for tax and planning team members, fostering a collaborative and growth-oriented environment.
• Assist in training and developing staff through hands-on guidance and interactive team engagement.
• Offer feedback on training programs for new tax team members and advisors.
• Maintain a team-first mindset by assisting colleagues and stepping in when needed.
• Perform additional duties as assigned to support client service and firm objectives.

Qualifications

The Senior Tax Strategy Advisor position typically requires the following qualifications:

Education

• 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 (PFSTM) credential (required within 1 year of employment)

Experience

• 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

Skills

• Advanced tax planning expertise and business acumen
• Strong analytical, organizational, and problem-solving abilities
• Excellent written, verbal, and interpersonal communication skills
• Exceptional attention to detail and accuracyClient-focused with a commitment to outstanding service
• Collaborative, relationship-oriented team player
• Proficient in Microsoft Office (Word, Excel, and Outlook)

What Sets Savant Apart

• Collaborative, integrated model across advisory, tax, and planning—no silos
• Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
• Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee-owned, giving our team a shared stake in our long-term success

Our Total Rewards

At Savant, we invest in our people—supporting both their well-being and long-term growth. We take a market-based approach to compensation. The expected base salary range for this role is $140,000 - $180,000 with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Core Benefits (Effective Day One)

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards

• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs

Time Away & Flexibility

• Generous paid time off, plus at least 10 paid holidays
• Annual “Savantiversary” day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks

• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer