Senior Tax Strategy Advisor (Fully Remote)

Overview

This fully remote role is for a Senior Tax Strategy Advisor to support high-net-worth clients across the Southeast. You will work with a collaborative team of advisors and specialists to develop sophisticated tax strategies and serve as a trusted resource on complex client relationships.

Responsibilities

• Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with overall financial goals (typically clients with AUM of $10M+).
• Review tax planning strategies and estimates and provide actionable insights for complex client scenarios.
• Research and analyze complex tax transactions and topics; communicate findings and recommendations clearly to clients and internal teams.
• Manage assigned client relationships, tax projects, and workflow during tax season to ensure 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 as required.
• Coordinate, review, and deliver multi-family, multi-tax return groups (e.g., parents, children, trusts, and other entities) and ensure a concierge experience for highest net worth clients.
• Deliver finalized tax return packages to clients, as needed.
• Analyze IRS and state notices; prepare or review responses as needed and work directly with taxing authorities to resolve 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 (e.g., 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; support a collaborative, growth-oriented environment.
• Assist in training and developing staff through hands-on guidance and interactive team engagement.
• Provide feedback on training programs for new tax team members and advisors.
• Maintain a team-first mindset by assisting colleagues and stepping in when needed.
• Perform additional duties as assigned to support client service and organizational objectives.

Requirements

Education

• 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)
• Master’s in Taxation (a plus)
• Certified Financial Planner™ certification or Personal Financial Specialist (PFSTM) credential (required within 1 year of employment)

Experience

• 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
• 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)

Skills

• Advanced tax planning expertise and business acumen
• Strong analytical, organizational, and problem-solving abilities
• Excellent written, verbal, and interpersonal communication skills
• Exceptional attention to detail and accuracy
• Client-focused approach with a commitment to outstanding service
• Collaborative, relationship-oriented team player
• Proficient in Microsoft Office (Word, Excel, and Outlook)

Preferred Qualifications

• Master’s in Taxation
• Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS

Compensation & Benefits

Pay

• Expected base salary range: $158,000 - $205,000 (Westwood, MA area)
• Final pay determined by experience, skills, and location
• May also be eligible for additional incentive compensation based on responsibilities and performance

Core Benefits (Effective Day One)

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards

• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs

Time Away & Flexibility

• Generous paid time off, plus at least 10 paid holidays
• Annual “Savantiversary” day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks

• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach

Location

Fully remote role supporting high-net-worth clients across the Southeast.

Work Authorization

All applicants must be authorized to work for ANY employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment Visa at this time.

Additional Information

• Unsolicited resumes from agencies and/or search firms are not accepted for this job posting.