Senior Tax Strategy Advisor

We are seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team and support high-net-worth clients across the West Coast!

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.