Advanced Tax Planning Strategist

About the role

The mission of this full-time position is to serve as a Subject Matter Expert (SME) in income tax planning and strategy, working closely with clients and internal partners to deliver sophisticated tax solutions. The Advanced Tax Planning Strategist is a senior, CPA-level specialist responsible for developing proactive, multi-year tax strategy for complex high-net-worth and ultra-high-net-worth households, while also serving as a broad-based tax resource for financial advisors and clients across the firm. This role is designed for a CPA with strong technical depth, sound judgment, and the ability to operate directly with clients, advisors, attorneys, and outside accountants. It encompasses tax architecture, modeling, planning analysis, business tax review, internal business valuation, and implementation coordination across every major family wealth decision — including entity structuring, liquidity events, trust planning, charitable strategies, concentrated positions, and retirement distribution planning. This is not a tax preparation or compliance role. The ideal candidate thinks strategically, models across multiple years, advises on major wealth decisions, and has the presence to lead substantive discussions in client and professional meetings.

Responsibilities

• Design and implement sophisticated federal and multi-state tax strategies for individuals and businesses, optimizing for current and future financial goals.
• Lead tax planning analysis and implementation coordination across major wealth decisions, including: entity structuring and restructuring for operating entities, investment entities, and family wealth structures; liquidity events (business sales, M&A transactions, and equity compensation); trust planning, trust funding, and trust-related income tax considerations; charitable giving strategies (DAFs, CRTs, CLTs, and private foundations); concentrated stock transitions and capital gains planning; retirement distributions and Roth conversion planning; multi-state taxation and domicile planning.
• Tax Forecasting & Modeling: Prepare detailed tax projections and multi-scenario analyses to support strategic client decision-making. Analyze the tax implications