Tax Strategy Advisor

Paycom - ATS; Creekside Village (CA); On-site; USD 99,000 - 148,000; Full time

Benefits offered by this job

Medical, dental, and vision

HSAs/FSA

401(k) with company match

Paid time off + holidays

Summer hours

Job summary

Savant Capital LLC seeks a Tax Strategy Advisor to provide advanced tax planning and advisory services for high-net-worth individuals, families, and business owners. You will analyze complex tax situations, develop customized strategies, and prepare income tax returns for some of the firm's largest clients.

Collaborate with tax counsel, lead advisors, co-advisors, and planning specialists to deliver strategic recommendations aligned with clients' financial goals.

Qualifications

• Bachelor's degree required in accounting or related field.
• CPA or Enrolled Agent designation required.
• Master's in Taxation a plus.
• CFP or PFSTM credential pursuing welcomed.

Responsibilities

• Develop proactive tax planning strategies for high-net-worth clients and business owners.
• Review tax planning strategies and estimates for complex scenarios.
• Research complex tax topics and communicate findings clearly.
• Prepare complex individual, trust, partnership, and corporate returns.
• Deliver finalized tax return packages to clients when ready.
• Analyze IRS/state notices and coordinate responses with authorities.

Skills

Tax planning

Client-facing

Communication

Analytical

Detail-oriented

Team player

Education

Bachelor's degree in Accounting, Finance or Business Administration

CPA or Enrolled Agent

Master's in Taxation (a plus)

CFP or PFSTM credential (pursuing)

Tools

Thomson Reuters UltraTax

GoFileRoom

Practice CS

Planner CS

Holistiplan

Job description

Join our collaborative team as a Tax Strategy Advisor, where you'll help high-net-worth individuals, families, and business owners navigate complex tax matters and make confident financial decisions.As a Tax Strategy Advisor, you'll provide advanced tax planning and advisory services to clients with sophisticated financial needs. You'll analyze complex tax situations, identify proactive planning opportunities, develop customized strategies, and prepare income tax returns for some of the firm's largest and most complex clients.Working closely with clients, their tax counsel, lead advisors, co-advisors, and internal planning specialists, you'll deliver strategic recommendations that align with each client's financial goals while helping create a seamless, integrated wealth management experience.The 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 $5M-$10)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.Preparation of complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required. Review of less complex tax returns, as needed.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.Provide input for educational and promotional materials, such as presentations, articles, and marketing content.Assist with presenting 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.The Tax Strategy Advisor position typically requires the following qualifications:EducationBachelor’s degree in Accounting, Finance or Business Administration from an accredited college or university (required)CPA license or Enrolled Agent (EA) designation requiredMaster’s in Taxation a plusCERTIFIED FINANCIAL PLANNER certification or Personal Financial Specialist (PFSTM) credential (or currently pursuing)Experience6+ years of experience in comprehensive tax and financial planning, including work with high-net-worth clientsClient-facing experience in tax planning and advisory roleExperience with tax planning software (BNA, Planner CS, Holistiplan)Familiarity with online and print tax research resourcesFamiliarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plusSkillsStrong tax planning or business acumen, judgment, and problem-solving skillsExcellent communication and active listening skillsSolid analytical and organizational capabilitiesEffective written communication and tax research skillsAttention to detail with a high degree of accuracyExcellent communication and active listening skillsClient-first mindset with a commitment to exceptional serviceProficiency in Microsoft Word, Excel, and OutlookCollaborative team player, able to work effectively with and through othersWhat Sets Savant ApartCollaborative, integrated model across advisory, tax, and planning—no silosGrowth-oriented firm, offering meaningful opportunities for career development and long-term impactValues-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadershipMajority employee-owned, giving our team a shared stake in our long-term successOur Total RewardsAt 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 $99,000 – 148,000. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. 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 optionsHealth Savings Account (HSA) or Flexible Spending Account (FSA)Company-paid life insurance, AD&D, and disability coverageFinancial & Long-Term Rewards:401(k) with company match (Roth and Traditional options)Team-based incentive opportunities and recognition programsTime Away & Flexibility:Generous paid time off, plus at least 10 paid holidaysAnnual “Savantiversary” daySummer Hours (shorter work weeks during the summer)Parental leave, personal leave, and other life-event supportWell-Being & Everyday Perks:Employee Assistance Program (EAP)Wellness reimbursements (e.g., gym memberships)Flexible “Dress for Your Day” approachWe’re happy to share more details about our benefits and total rewards during the hiring process.Take your career to new heights, apply today!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