Tax Advisor

Harrison Gray Search; Clinton (SC); Sur place; USD 99 000 - 148 000; Plein temps

Avantages offerts par ce poste

Equity ownership opportunity

Comprehensive medical, dental, and vis

HSA/FSA options

Company 401(k) match

Generous PTO & holidays

Summer hours

Résumé du poste

Harrison Gray Search partners with a leading, fee-only, majority employee-owned RIAs to identify a Tax Strategy Advisor. You will develop proactive tax planning for high-net-worth clients and business owners, aligning with broader financial planning, investment management, and estate planning.

Your recommendations will be implemented by senior advisors in real-time. You will manage complex returns for large clients, review notices, and interact with taxing authorities.

Qualifications

• Six+ years of experience in comprehensive tax and financial planning for high-net-worth clients.
• Active CPA license or Enrolled Agent designation.
• Client-facing experience in tax planning and advisory roles.
• Bachelor’s degree in Accounting, Finance, or Business Administration; Master’s in Taxation a plus.
• CFP® or PFS® credential, or pursuing one; firm supports pursuit.
• Familiarity with tax planning software such as BNA, Planner CS, or Holistiplan.
• Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plus.
• Fluency with online and print tax research resources.

Responsabilités

• Develop and implement proactive tax planning strategies for high-net-worth clients and business owners.
• Review tax plans and estimates; research complex transactions and translate findings into actionable recommendations.
• Prepare complex returns for individuals, trusts, partnerships, foundations, and corporations; review less complex returns as needed.
• Deliver finalized return packages; analyze IRS and state notices; interact with taxing authorities to resolve issues.
• Manage client relationships and tax projects through tax season; provide subject-matter tax expertise to clients, advisors, and leadership.
• Contribute to educational and promotional work through presentations, articles, and workshops; present tax concepts at firm events.
• Mentor and develop staff, provide feedback on training, and cover for colleagues when needed.

Connaissances

Six+ years of experience

Client-facing experience

Tax planning knowledge

Strong communication

Analytical thinking

Formation

Bachelor’s in Accounting/Finance/Business Administration

Master’s in Taxation (plus)

CPA license or EA designation

CFP® or PFS® credential (or pursuing)

Outils

BNA

Planner CS

Holistiplan

Thomson Reuters UltraTax

GoFileRoom

Practice CS

Description du poste

COMPENSATION: $99,000 to $148,000 base, plus annual bonus opportunity

TYPE: Exempt, full-time

Harrison Gray Search is partnering with one of the country's larger fee-only, majority employee-owned RIAs to identify a Tax Strategy Advisor. If you have spent six or more years doing proactive tax planning and return work for high-net-worth clients and you are ready to join a firm where tax is embedded in the client experience rather than bolted on afterward, this is worth a conversation.

What Makes This Different

Our client runs a fully integrated wealth model. Tax strategy sits alongside financial planning, investment management, and estate planning, and your work shapes client decisions in real time rather than landing in a filing cabinet after the fact. You will be at the table with lead advisors, co-advisors, and planning specialists, and your recommendations will be acted on by the people who actually sit across from the client.

The client roster is the other reason to look. You will manage client relationships, prepare and review complex returns, and advise on proactive planning strategies for households that typically sit in the five to ten million dollar AUM range, which means genuinely sophisticated multi-entity work rather than straightforward 1040 preparation.

The Work

You will develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning your recommendations with each client's broader financial picture. You will review tax plans and estimates, research complex tax transactions, and translate your findings into recommendations that clients can act on and advisors can implement.

You will prepare complex individual, trust, partnership, foundation, and corporate returns for some of the firm's largest and most complex clients, and you will review less complex returns as needed. You will deliver finalized return packages, analyze IRS and state notices, and work directly with taxing authorities to resolve client issues.

You will manage your assigned client relationships, tax projects, and workflow through tax season, and you will provide subject-matter tax expertise to clients, advisors, and firm leadership. Outside of tax season, you will contribute to the firm's educational and promotional work through presentations, articles, and workshops, and you will help present tax concepts to advisors, clients, prospects, and centers of influence at firm events.

You will also serve as a mentor and role model for the tax and planning team, helping to train and develop staff, offer feedback on training programs, and step in for colleagues when the work calls for it.

Who You Are

You are a mid-career tax professional with real experience serving high-net-worth clients, and you are comfortable sitting across from a wealthy family or business owner and explaining a nuanced recommendation in language they will actually act on. You are as comfortable preparing a complex return as you are coordinating with a client's outside tax counsel on a planning question that touches multiple entities.

You are looking for a role where your work drives real client outcomes rather than one where returns get thrown over the wall to an advisor who may or may not read them. You are open to expanding your credentials, and you understand that in an integrated wealth environment, tax is one leg of a broader strategy.

What We Are Looking For

• Six or more years of experience in comprehensive tax and financial planning, with meaningful exposure to high-net-worth clients
• Active CPA license or Enrolled Agent (EA) designation
• Client-facing experience in tax planning and advisory roles
• Bachelor's degree in Accounting, Finance, or Business Administration; Master's in Taxation a plus
• CERTIFIED FINANCIAL PLANNER™ certification or Personal Financial Specialist (PFS™) credential, or currently pursuing one. This is a core piece of how the firm serves clients, and the firm will support you if you are working toward it.
• Familiarity with tax planning software such as BNA, Planner CS, or Holistiplan
• Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plus
• Fluency with online and print tax research resources

You should be a strong communicator, a careful analytical thinker, and someone who genuinely enjoys helping clients see the strategy behind the numbers.

What You Get

• Base salary of $99,000 to $148,000, commensurate with experience
• Annual team-based incentive bonus opportunity
• Equity ownership opportunity following demonstrated performance in the role. This is a majority employee-owned firm, and long-term equity is a real component of total compensation for people who stay and perform.
• Comprehensive medical, dental, and vision coverage effective day one
• HSA/FSA options, company-paid life, AD&D, and disability
• 401(k) with company match (Roth and Traditional)
• Generous PTO, at least 10 paid holidays, parental leave, and summer hours

Interview Process

An initial conversation with Harrison Gray Search, followed by interviews with the Director of Tax Strategy and members of the firm's Tax Strategy and Advisory leadership. Move times are quick for strong candidates.