Tax Strategy Advisor

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Shape strategies. Simplify complexity. Empower financial confidence.
At Savant, we believe taxes shouldn’t just be managed — they should be mastered as part of an integrated financial strategy.

Our Tax Strategy Advisors are trusted partners to high‑net‑worth individuals, families, and business owners who rely on us to help them see the full picture — and keep more of what they’ve earned.

If you’re an experienced tax professional who thrives on solving complex challenges and building meaningful client relationships, this is your opportunity to make a true impact while working alongside some of the brightest minds in wealth management.

You’ll serve as the go‑to tax expert for a select group of sophisticated clients (typically $5M–$10M AUM), helping them align their financial goals with smart, forward‑thinking tax strategies.

• Develop and implement proactive tax planning strategies that minimize liability and support clients’ long‑term objectives.
• Review and analyze complex tax situations, turning intricate data into clear, actionable recommendations.
• Collaborate with advisors, financial planners, and other specialists to deliver integrated, holistic client experiences.
• Prepare and review advanced tax returns (individual, trust, partnership, foundation, corporate) to ensure accuracy and compliance.
• Guide clients through IRS and state inquiries, crafting and reviewing responses that resolve issues efficiently.
• Contribute to firm‑wide learning and development, mentoring team members and sharing expertise across the organization.
• Educate and inspire others by supporting client workshops, advisor trainings, and thought‑leadership initiatives.

You’re a seasoned tax professional who’s not satisfied just checking boxes — you want to advise, influence, and innovate. You love digging into the details but never lose sight of the bigger picture. Clients trust your guidance because you bring clarity, insight, and genuine care to every interaction.

• Bachelor’s degree in Accounting, Finance, or Business Administration (required)
• Active CPA or Enrolled Agent (EA) designation (required)
• 6+ years of experience in tax planning and advisory for high‑net‑worth clients
• Strong understanding of individual, trust, and business taxation
• Familiarity with Thomson Reuters Ultra Tax, Go File Room , and Practice CS preferred
• Experience using BNA, Planner CS, or Holistiplan for advanced planning
• Exceptional communication, analytical, and problem‑solving skills
• Collaborative mindset — you thrive working in partnership with other experts
• A commitment to excellence, integrity, and continuous improvement

Master’s in Taxation and/or CFP® certification a plus.

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere — “to be wise” — reflects our commitment to evidence‑based investing and the power of decision‑making based on deep knowledge. We are a fee‑only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support.

At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.

Transform personal and financial dreams into goals and goals into reality.

To build one million ideal futures for our clients, our team, and the communities we serve.

Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership

At Savant, we are committed to supporting our employees as well as investing in their well‑being and growth. We take a market‑based approach to compensation. The expected base salary range for this role nationally is $96,000 - $140,500
. However, final base pay will be carefully…