Senior Tax Strategy Advisor

About the role

We are seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team and support high-net-worth clients across the Southeast. As a Senior Tax Strategy Advisor, you'll work alongside a collaborative team of advisors and specialists to create sophisticated tax strategies for high-net-worth clients while serving as a trusted partner on some of the firm's most complex relationships.

Responsibilities

• Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with overall financial goals.
• 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.
• Review and sign complex individual, trust, partnership, foundation, and corporate tax returns, ensuring accuracy and compliance, as required.
• Work directly with taxing authorities on resolving client tax issues.
• Contribute to the review and enhancement of internal policies and procedures for a fully integrated tax strategy practice.
• Provide subject matter for educational and promotional materials, such as presentations, articles, and marketing content.
• Present 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.
• Aid 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.
• Perform additional duties as assigned to support client service and firm objectives.

Qualifications

• Bachelor’s degree in Accounting, Finance or Business Administration from an accredited college or university (required)
• Active CPA license or Enrolled Agent (EA) designation (required)
• Certified Financial Planner™ certification or Personal Financial Specialist (PFSTM) credential (required within 1 year of employment)
• 10+ years of experience in comprehensive tax and financial planning, including work with high-net-worth clients
• Proven client-facing experience in tax planning and advisory roles
• Familiarity 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