Tax Strategy Advisor

About the role

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.

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.
• Prepare complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required.
• Review 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.
• 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.
• Maintain a team-first mindset by assisting colleagues and stepping in when needed.

Qualifications

• 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)
• 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