Tax Strategy Advisor for High-Net-Worth Clients

Savant Wealth Management; Westwood (MA); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Paid time off

Parental leave

Job summary

Savant Wealth Management is seeking a Tax Strategy Advisor to guide high-net-worth individuals, families, and business owners through complex tax matters and integrated wealth planning. You will analyze situations, design proactive plans, and prepare income tax returns for some of the firm’s largest and most intricate clients.

Collaborating with clients, their tax counsel, lead advisors, and planning specialists, you’ll deliver strategic recommendations aligned with financial goals, while

Qualifications

• 6+ years of comprehensive tax and financial planning experience with high-net-worth clients.
• Client-facing experience in tax planning and advisory roles.
• Experience with tax planning software (BNA, Planner CS, Holistiplan).
• Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS is a plus.

Responsibilities

• Develop proactive tax planning strategies for high-net-worth clients.
• Review strategies and estimates for complex client scenarios.
• Prepare complex tax returns for individuals, trusts, partnerships, foundations and corporations.
• Deliver finalized tax return packages to clients and stakeholders.
• Analyze IRS and state notices and coordinate responses with authorities.
• Mentor and train staff in tax planning techniques.
• Support creation of educational and promotional materials.

Skills

Tax planning

Communication

Analytical thinking

Attention to detail

Client service

Microsoft Office

Education

Bachelor’s degree in Accounting, Finance or Business Administration

CPA or EA designation

Master’s in Taxation a plus

CFP or PFSTM credential (or pursuing)

Tools

Tax software (BNA)

Planner CS

Holistiplan

UltraTax

Job description

Savant Wealth Management is seeking a Tax Strategy Advisor to guide high-net-worth individuals, families, and business owners through complex tax matters and integrated wealth planning. You will analyze situations, design proactive plans, and prepare income tax returns for some of the firm’s largest and most intricate clients.

Collaborating with clients, their tax counsel, lead advisors, and planning specialists, you’ll deliver strategic recommendations aligned with financial goals, while