Senior Tax Strategy Advisor, Wealth Planning

Savant; Atlanta (GA); On-site; USD 99,000 - 148,000; Full time

Benefits offered by this job

Employee Assistance Program

Wellness reimbursements

Dress for Your Day

Job summary

Savant is seeking a Tax Strategy Advisor to guide high‑net‑worth individuals, families, and business owners through complex tax matters. You will develop proactive planning strategies, prepare diverse tax returns, and deliver integrated wealth management solutions.

Collaboration with tax counsel, lead advisors, and planning teams is essential. The role emphasizes client relationships, rigorous analysis, and clear communication, with opportunities to contribute to educational and promotional

Qualifications

• Bachelor’s degree in Accounting, Finance or Business Administration (required).
• CPA license or Enrolled Agent designation required.
• Master’s in Taxation is a plus.
• CFP certification or PFSTM credential (or pursuing)
• 6+ years of experience in comprehensive tax & financial planning for high-net-worth clients

Responsibilities

• Develop proactive tax planning strategies for high-net-worth clients and business owners.
• Review tax planning strategies and estimates for complex scenarios.
• Research and analyze complex tax transactions and communicate findings clearly.
• Manage client relationships and tax projects during tax season.
• Prepare complex income tax returns and review less complex returns as needed.
• Deliver finalized tax return packages to clients and interact with tax authorities as needed.

Skills

Client-facing

Communication skills

Attention to detail

Education

Bachelor's in Accounting/Finance/Business

CPA or Enrolled Agent

Master’s in Taxation (a plus)

CFP or PFSTM (pursuing)

6+ years tax & planning experience

Tools

BNA

Planner CS

Holistiplan

Thomson Reuters UltraTax

GoFileRoom

Practice CS

Job description

Savant is seeking a Tax Strategy Advisor to guide high‑net‑worth individuals, families, and business owners through complex tax matters. You will develop proactive planning strategies, prepare diverse tax returns, and deliver integrated wealth management solutions.

Collaboration with tax counsel, lead advisors, and planning teams is essential. The role emphasizes client relationships, rigorous analysis, and clear communication, with opportunities to contribute to educational and promotional