[Hiring] Senior Tax Strategy Advisor @Harrison Gray Search & Consulting

Role Description

Harrison Gray Search is partnering with one of the country’s larger fee-only, majority employee-owned RIAs to identify two Senior Tax Strategy Advisors, one supporting a Southeast client book and one supporting a West Coast client book. If you have spent a decade at a Big 4 private client services group, a top-tier family office, or an RIA that takes tax seriously, and you are ready for concierge work with sophisticated clients inside a firm where tax is built into the plan rather than bolted on, this is worth a conversation.

Our client runs a fully integrated wealth model. Tax strategy is embedded next to financial planning, investment management, and estate planning, and it shapes client decisions in real time. You will not be filing returns in isolation and hoping the advisor picks up your recommendations. You will be at the table when clients make the decisions your work is meant to inform, working shoulder-to-shoulder with lead advisors, co-advisors, and planning specialists to deliver a single coordinated experience.

The client roster is the other reason to look. You will:

• Review and sign complex returns for households at $10M+ AUM.
• Coordinate multi-entity return groups across parents, children, trusts, and closely held businesses.
• Act as the tax lead on the family’s most consequential planning decisions.

This is craft work for people who care about the craft.

You will:

• Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with each client’s broader financial picture.
• Review tax plans and estimates, research complex tax transactions, and translate your findings into actionable recommendations.
• Review and sign complex individual, trust, partnership, foundation, and corporate returns, ensuring accuracy and compliance.
• Coordinate multi-family, multi-entity return groups to handle a family’s full financial picture as one integrated package.
• Deliver finalized return packages and act as the point of contact with the IRS and state taxing authorities.
• Manage assigned client relationships and tax projects through the season.
• Provide subject-matter tax expertise to clients, advisors, and firm leadership.
• Contribute to the firm’s thought leadership through client presentations, articles, and workshops.
• Help shape the internal policies and procedures of a maturing, fully integrated tax strategy practice.
• Serve as a mentor, assisting in training and developing staff, offering feedback on training programs, and helping colleagues when needed.

Qualifications

• 10+ years of experience in comprehensive tax and financial planning, with meaningful exposure to high-net-worth clients.
• Active CPA license or Enrolled Agent (EA) designation.
• Proven client-facing experience in tax planning and advisory roles.
• Bachelor’s degree in Accounting, Finance, or Business Administration; Master’s in Taxation a plus.
• CERTIFIED FINANCIAL PLANNER™ certification or Personal Financial Specialist (PFS™) credential, or willingness to earn one within your first year.
• Familiarity with tax planning software (BNA, Planner CS, Holistiplan).
• Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plus.
• Fluency with tax research resources, both online and print.
• Strong communicator, sharp analytical thinker, and someone who enjoys helping clients see the strategy behind the numbers.
• Collaborative by nature.

Requirements

This section is intentionally left blank.

Benefits

• Base salary of $180,000 to $250,000, commensurate with experience.
• Annual team-based incentive bonus opportunity.
• Equity ownership opportunity following demonstrated performance in the role.
• Comprehensive medical, dental, and vision coverage effective day one.
• HSA/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.

Company Description

This section is intentionally left blank.