Senior Tax Strategy Advisor, Wealth Planning
savantAtlanta, GA
Senior Tax Strategy Advisor, Wealth Planning
L5
savantAtlanta, GAtoday
Industries
Tax Preparation ServicesOffices of Certified Public AccountantsPortfolio Management and Investment AdviceSavant is seeking a Tax Strategy Advisor to guide high‑net‑worth individuals, families, and business owners through complex tax matters. You will develop proactive planning strategies, prepare diverse tax returns, and deliver integrated wealth management solutions.
Collaboration with tax counsel, lead advisors, and planning teams is essential. The role emphasizes client relationships, rigorous analysis, and clear communication, with opportunities to contribute to educational and promotional
Apply now
Level
SeniorL5
Location
Atlanta, GA
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
today
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