Senior Tax Advisor

Senior Tax Strategy Advisor

Reports To: Director of Tax Strategy

Location: Fully remote, US-based. Open to candidates anywhere in the country, with a preference for West Coast presence.

Compensation: $180,000 to $250,000 base, plus annual bonus and equity opportunity

Type: Exempt, full-time

THE OPPORTUNITY

Harrison Gray Search is partnering with one of the country's larger fee-only, majority employee-owned RIAs to hire multiple Senior Tax Strategy Advisors. The team is being built out because the firm has more private clients than tax professionals to serve them. If you have spent a decade or more doing individual, estate, and trust tax planning for wealthy families, and you want that work to sit inside a planning relationship instead of behind one, this is worth a conversation.

WHAT MAKES THIS DIFFERENT

Tax strategy is a specialist discipline attached to the client team, not a service line that operates on its own. On larger relationships the firm pairs a lead advisor with a co-advisor, and you join that team as the tax specialist. When tax planning season comes around, you are in the meeting delivering the tax piece directly to the client alongside the advisors, then handing the relationship back. The advisor owns the relationship. You own the tax.

That structure is the reason your recommendations get implemented. You are not writing memos and hoping someone acts on them. You are in the room when the client decides.

THE WORK

You will develop proactive tax planning strategies for the firm's private clients, households with $2.5 million in assets under management and above. The work is individual tax planning first, with estate planning and trust tax planning next to it. Many of these clients own businesses or have ventures on the side, so business tax comes up and is useful, but individual, estate, and trust is the center of the job.

You will carry roughly 200 households. The firm prepares returns for a majority of that book, and you will review and sign those returns while serving as the tax specialist across the whole group. The remainder are investment clients who generate planning questions that come to you through their advisors.

You will review tax plans and estimates, research complex transactions, and translate what you find into recommendations a client can act on and an advisor can implement. You will act as the point of contact with the IRS and state taxing authorities when notices land. Outside of season you will contribute to thought leadership through client presentations, articles, and workshops, and you will help shape how a growing tax practice operates.

Because the team is still being assembled, expect some breadth in the first year. Not every client is assigned to a tax professional yet, and questions will come from across the client base while the team fills out.

WHO YOU ARE

You are a seasoned tax professional who has spent your career serving individuals and families rather than corporations. You can explain a complex strategy to any client in language they will act on, and you are comfortable being in front of clients and advisors rather than behind a return.

You have worked remotely and you know you are good at it. This is a fully distributed team with no office to go into, and that suits some people and not others.

You are open to expanding your credentials. The firm is planning-focused, and the planning designation is part of how they serve clients.

WHAT WE ARE LOOKING FOR

• Ten or more years in tax planning and advisory work, with a strong preference for candidates well past that mark
• Individual tax planning as the core of your experience, with estate and trust tax planning alongside it
• Active CPA license or Enrolled Agent designation
• CFP or PFS already in hand is ideal. CPA plus CFP, or CPA plus PFS, is the target pairing. If you hold neither, you will earn the CFP within your first twelve months, and the firm supports you through it. Note that the PFS is available only to CPAs, so Enrolled Agents will pursue the CFP.
• Proven client-facing experience, and the communication ability to sit in a planning meeting with a client and their advisors
• Demonstrated success working fully remote
• Bachelor's degree in Accounting, Finance, or Business Administration. Master's in Taxation is a plus.
• Familiarity with tax planning software. The team uses Planner CS and Holistiplan today, and BNA experience is valued.
• Familiarity with Thomson Reuters UltraTax. The firm is migrating to CCH Axcess over the next one to two years.

RIA or wealth management firm experience is strongly preferred. Candidates already working inside a planning firm need no translation. Candidates coming from public accounting private client groups or family offices are welcome, provided the book is individual, estate, and trust rather than business.

WHAT YOU GET

• Base salary of $180,000 to $250,000, commensurate with experience
• Annual incentive bonus opportunity
• Equity ownership opportunity following demonstrated performance. This is a majority employee-owned firm, and long-term equity is a real component of total compensation for people who stay and perform.
• Comprehensive medical, dental, and vision coverage effective day one
• HSA and FSA options, company-paid life, AD&D, and disability
• 401(k) with company match, Roth and Traditional
• Generous PTO, at least 10 paid holidays, parental leave, and summer hours
• Fully remote work environment

LOCATION

The firm will hire a great candidate from anywhere in the country.