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At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consultin…
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Athens, Georgia, United States · On-site
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Fairburn, Georgia, United States · On-site
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Savannah, Georgia, United States · On-site
$90k–$99k/yr
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Atlanta, Georgia, United States · Hybrid
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Athens, Georgia, United States · On-site
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Atlanta, Georgia, United States · Remote OK
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Atlanta, Georgia, United States · Remote OK
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Commerce, Georgia, United States · On-site
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Develop and implement sophisticated tax planning strategies for high-net-worth clients and business owners. Review complex tax returns and provide subject-matter expertise to ensure compliance and long-term financial value.
Requires a Bachelor's degree in Accounting, Finance, or Business and an active CPA or EA designation. Candidates must have 10+ years of experience in comprehensive tax and financial planning for high-net-worth individuals.
Job DetailsJob Location: Atlanta GA - Atlanta, GA 30350Position Type: Full TimeSalary Range: $140,000.00 - $180,000.00 Salary/yearJob Shift: DayWe 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. This is an opportunity to do your best work, continue growing your expertise, and make a lasting impact in a firm that values collaboration, innovation, and long-term client success.
The Senior Tax Strategy Advisor provides advanced tax planning and advisory services to high-net-worth individuals, families, and business owners with complex financial needs. This role develops and reviews sophisticated tax strategies, identifies planning opportunities, and reviews complex income tax returns while serving as a trusted resource to clients and internal teams. In partnership with advisors and planning specialists, you'll help deliver integrated, client-centered wealth management solutions that create meaningful long-term value.
The Senior Tax Strategy Advisor can expect to focus in the following areas:
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, 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 signing of complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required. Responsible for coordination, review and delivery of multi-family, multi-tax return groups (i.e., parents, children, trusts, and other entities) and ensuring a concierge experience for our highest net worth clients.
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.
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.
Assist 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.
Perform additional duties as assigned to support client service and firm objectives.
QualificationsThe Senior Tax Strategy Advisor position typically requires the following qualifications:
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 with a commitment to outstanding service
Collaborative, relationship-oriented team player
Proficient in Microsoft Office (Word, Excel, and Outlook)
Collaborative, integrated model across advisory, tax, and planning—no silos
Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
Majority employee-owned, giving our team a shared stake in our long-term success
At Savant, we invest in our people—supporting both their well-being and long-term growth.
We take a market-based approach to compensation. The expected base salary range for this role is $140,000 - $180,000 with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.
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
401(k) with company match (Roth and Traditional options)
Team-based incentive opportunities and recognition programs
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
Employee Assistance Program (EAP)
Wellness reimbursements (e.g., gym memberships)
Flexible “Dress for Your Day” approach
We’re happy to share more details about our benefits and total rewards during the hiring process.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer
Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses
At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Offices: 190 Buckley Drive, Rockford, IL 61107, US · 1266 E Main St, Suite 700R, Stamford, Connecticut 06902, US · 1011 W Loras Dr, Suite B, Freeport, IL 61032, US · 1200 John Q. Hammons Drive, Suite 101A, Madison, WI 53717, US · 7535 N Knoxville Ave, Suite C, Peoria, IL 61614, US
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