Savant Wealth Management · 8 hours ago
Senior Tax Strategy Advisor
Madison, AL
Full-time
Onsite
Senior Level, Lead/Staff
$128K/yr - $186K/yr
10+ years expSavant Wealth Management is a fiduciary wealth management firm that focuses on providing comprehensive guidance on investments, financial planning, and tax strategies. They are seeking a Senior Tax Strategy Advisor to develop and execute proactive tax strategies for ultra-high-net-worth clients, ensuring compliance and delivering a concierge-level experience.
ConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Develop and execute forward-thinking tax strategies that optimize outcomes for complex family and business structures
Lead the review and signing of intricate individual, trust, partnership, foundation, and corporate returns, ensuring technical precision and a concierge-level experience
Coordinate multi-entity engagements (parents, children, trusts, and related entities) to deliver integrated solutions and seamless service
Analyze and interpret complex transactions, communicating technical findings and actionable recommendations to clients and internal teams in a clear, strategic manner
Partner with financial advisors and planning specialists to provide holistic wealth management strategies
Engage with taxing authorities to resolve client issues and ensure compliance
Contribute to firm-wide innovation, refining processes, elevating standards, and driving continuous improvement in our tax strategy practice
Mentor and inspire others, fostering technical excellence and growth within the team
Represent Savant externally, presenting tax concepts to clients, advisors, and centers of influence at events, workshops, and thought-leadership forums
Qualification
Required
Bachelor's degree in Accounting, Finance, or Business Administration (required)
Active CPA license or Enrolled Agent (EA) designation (required)
CERTIFIED FINANCIAL PLANNER™ certification (required)
10+ years of comprehensive tax and financial planning experience serving high-net-worth clients
Demonstrated success in client-facing tax advisory roles
Proficiency or familiarity with: Thomson Reuters UltraTax, GoFileRoom, Practice CS
Proficiency or familiarity with: Tax planning software such as BNA, Planner CS, or Holistiplan
Proficiency or familiarity with: Online and print tax research resources
Exceptional communication, analytical, and leadership skills
A collaborative, team-first mindset and a commitment to client excellence
Preferred
Master's in Taxation (preferred)
Benefits
Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Brodeski
Founder & Chief Executive Officer
Recent News
Business Wire
2025-11-04
2025-09-10
Company data provided by crunchbase