Tax Strategy Advisor

Savant Wealth Management; Rockford (TN); On-site; USD 99,000 - 148,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

HSA or FSA

Company-paid life insurance

Job summary

Savant Wealth Management seeks a Tax Strategy Advisor to guide high-net-worth individuals, families, and business owners through complex tax matters and informed financial decisions.

You will develop proactive planning, analyze intricate scenarios, prepare returns for large clients, and mentor the tax team, delivering precise, client-focused advice across wealth planning disciplines.

Qualifications

• Bachelor’s degree in Accounting, Finance or Business Administration from an accredited college or university.
• CPA license or Enrolled Agent designation required.
• Master’s in Taxation is a plus.
• CFP or PFS credential (or pursuing) preferred.
• 6+ years of experience in comprehensive tax and financial planning for high-net-worth clients.
• Client-facing experience in tax planning and advisory role.
• Experience with tax planning software (BNA, Planner CS, Holistiplan).
• Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plus.

Responsibilities

• Develop proactive tax planning strategies for high-net-worth clients.
• Review tax planning strategies and estimates for complex scenarios.
• Research complex tax transactions and communicate findings clearly.
• Manage client relationships and tax projects during tax season.
• Provide SME tax expertise to clients, advisors, and leadership.
• Prepare complex returns (individual, trust, partnership, foundation, corporate).
• Deliver finalized tax return packages to clients.
• Analyze IRS/state notices and prepare responses; interact with authorities.

Skills

Tax planning

Communication

Analytical skills

Written communication

Attention to detail

Active listening

Client focus

MS Office

Team player

Education

Bachelor's degree

CPA/EA

Masters in Taxation

CFP/PFS pursued

Tools

BNA

Planner CS

Holistiplan

UltraTax

GoFileRoom

Practice CS

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.

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.

Qualifications

The 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)
• CPA license or Enrolled Agent (EA) designation required
• Master’s in Taxation a plus
• CERTIFIED FINANCIAL PLANNER™ certification or Personal Financial Specialist (PFSTM) credential (or currently pursuing)

Experience

• 6+ years of experience in comprehensive tax and financial planning, including work with high-net-worth clients
• Client-facing experience in tax planning and advisory role
• 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

• Strong tax planning or business acumen, judgment, and problem-solving skills
• Excellent communication and active listening skills
• Solid analytical and organizational capabilities
• Effective written communication and tax research skills
• Attention to detail with a high degree of accuracy
• Excellent communication and active listening skills
• Client-first mindset with a commitment to exceptional service
• Proficiency in Microsoft Word, Excel, and Outlook
• Collaborative team player, able to work effectively with and through others

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 $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 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