Tax Strategy Advisor for High-Net-Worth Clients

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

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.