Senior Tax Strategy Advisor

Job overview

The Senior Tax Strategy Advisor role is listed as hybrid in Clinton, SC, and the firm will consider candidates from anywhere in the country. The base salary is $158,000 to $205,000 per year. The advisor supports private clients of a fee-only, majority employee-owned registered investment advisory firm. The advisor develops individual, estate, and trust tax strategies and works directly with clients and their advisors so recommendations can be understood and implemented. The role also reviews and signs tax returns for assigned households, addresses tax notices, and contributes to the development of the growing tax practice.

What you'll do

• Develop proactive individual, estate, and trust tax-planning strategies
• carry approximately 200 households
• review and sign returns prepared by the firm
• review tax plans and estimates
• research complex transactions
• translate findings into client recommendations
• serve as a contact for IRS and state tax notices
• contribute to client presentations, articles, and workshops
• help shape the growing tax practice.

What we're looking for

Skills & competencies

senior tax strategy advisor

hybrid

clinton sc

nationwide candidates considered

$158k–$205k per year

individual tax planning

estate tax

trust tax

cpa

enrolled agent

client advisory

ria

employee-owned firm

Work arrangement

• Weekend coverage required

Benefits & perks

• Annual incentive bonus opportunity
• potential equity ownership
• medical, dental, and vision coverage effective day one
• HSA and FSA
• company-paid life, AD&D, and disability
• 401(k) match
• PTO, paid holidays, parental leave, and summer hours.

Why this role

Tax specialist works directly with clients alongside lead and co-advisors; CFP is to be earned within the first 12 months if the candidate does not already hold CFP or PFS.

About the employer

Harrison Gray Search & Consulting is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.