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Tax Strategy Jobs (NOW HIRING)

Savant Insights

Tax Strategy Advisor

Rockford, IL · On-site

$100K - $135K/yr

As a Tax Strategy Advisor , you'll provide advanced tax planning and advisory services to clients with sophisticated financial needs. You'll analyze complex tax situations, identify proactive ...

Savant Wealth Management

Tax Strategy Advisor

Rockford, IL · On-site +1

$100K - $135K/yr

As a Tax Strategy Advisor , you'll provide advanced tax planning and advisory services to clients with sophisticated financial needs. You'll analyze complex tax situations, identify proactive ...

Savant Insights

Senior Tax Strategy Advisor

Rockford, IL · On-site +1

$158K - $205K/yr

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 ...

Savant Insights

Senior Tax Strategy Advisor

Fullerton, CA · On-site +1

$158K - $205K/yr

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 ...

Avient

Manager, Global Tax Strategy

Avon Lake, OH · On-site

$100K - $132K/yr

Reporting to the Director, Global Tax, the Manager, Global Tax Strategy supports the development and execution of Avient's global tax strategy and management of tax controversy matters. This position ...

Avient

Manager, Global Tax Strategy

Avon Lake, OH · On-site

$100K - $132K/yr

Reporting to the Director, Global Tax, the Manager, Global Tax Strategy supports the development and execution of Avient's global tax strategy and management of tax controversy matters. This position ...

Tax Alchemy

Senior Tax Strategist

Irvine, CA · On-site +1

$120K - $140K/yr

Minimum Qualifications * 5+ years of progressive experience in tax strategy, advisory, or public accounting, with a dedicated focus on business entity and high-net-worth individual taxation

Avient Corporation

Manager, Global Tax Strategy

Avon Lake, OH · On-site

$100K - $132K/yr

Reporting to the Director, Global Tax, the Manager, Global Tax Strategy supports the development and execution of Avient's global tax strategy and management of tax controversy matters. This position ...

Welbehealth

Tax Strategy & Planning Manager

CA · Remote

$120K - $158K/yr

The Tax Strategy & Planning Manager is accountable for leading WelbeHealth's tax compliance, planning, and strategic tax initiatives. This role ensures compliance with federal, state, and local tax ...

WelbeHealth

Tax Strategy & Planning Manager

Los Angeles, CA · On-site

$120K - $158K/yr

The Tax Strategy & Planning Manager is accountable for leading WelbeHealth's tax compliance, planning, and strategic tax initiatives. This role ensures compliance with federal, state, and local tax ...

Tax Alchemy

Senior Tax Strategist

Irvine, CA · On-site +1

$120K - $140K/yr

Minimum Qualifications * 5+ years of progressive experience in tax strategy, advisory, or public accounting, with a dedicated focus on business entity and high-net-worth individual taxation

EchoStar

SVP, Tax Strategy & Planning

Englewood, CO · On-site

$300K - $400K/yr

Lead tax strategy for mergers, acquisitions, divestitures, joint ventures, and internal reorganizations. * Partner with Corporate Development, Legal, Finance, and external advisors to structure ...

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Tax Strategy information

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$55K

$129.4K

$176K

How much do tax strategy jobs pay per year?

As of Aug 10, 2026, the average yearly pay for tax strategy in the United States is $129,367.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $145,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in tax strategy, and why are they important?

To thrive in Tax Strategy, you need a solid background in accounting or finance, deep knowledge of tax laws, and often a CPA or similar certification. Familiarity with tax preparation software, financial modeling tools, and ERP systems like SAP is typical in this field. Strong analytical thinking, attention to detail, and effective communication help professionals excel when interpreting regulations and advising clients or businesses. These skills and qualities are crucial for ensuring compliance, optimizing tax positions, and supporting organizational financial goals.

What does a tax strategist do?

A tax strategist develops and implements tax planning strategies to minimize a company's or individual's tax liabilities while ensuring compliance with tax laws. They analyze financial data, stay updated on tax regulations, and often use specialized tools or software to optimize tax outcomes. This role typically requires strong analytical skills and knowledge of tax codes and regulations.

What is the difference between Tax Strategy vs Tax Analyst?

AspectTax StrategyTax Analyst
Required CredentialsCPA, JD, or advanced tax certificationsCPA or Enrolled Agent often preferred
Work EnvironmentStrategic planning, senior management collaborationData analysis, compliance, reporting
Employer & Industry UsageCorporate finance, large firms, consultingAccounting firms, corporate finance departments
Search & Comparison IntentFocus on high-level tax planning and policyFocus on compliance, reporting, and analysis

Tax Strategy professionals develop long-term tax plans and policies to optimize a company's tax position, often working closely with senior management. Tax Analysts focus on analyzing financial data, preparing tax returns, and ensuring compliance with tax laws. While both roles require strong tax knowledge and certifications, Tax Strategy roles are more strategic and policy-oriented, whereas Tax Analysts are more operational and detail-focused.

What is tax strategy?

Tax strategy refers to the planning and methods individuals or businesses use to minimize their tax liability within the bounds of the law. It involves understanding current tax regulations, identifying deductions, credits, and incentives, and making financial decisions that optimize tax outcomes. Tax strategists analyze financial transactions and structures to ensure compliance while maximizing tax efficiency. Effective tax strategy can lead to substantial savings and improved financial health for both individuals and organizations.

How does a tax strategy professional typically collaborate with other departments within an organization?

Tax Strategy professionals frequently work cross-functionally, partnering with finance, legal, and operations teams to ensure that tax planning aligns with wider business objectives. They provide guidance on tax implications of business decisions, mergers, acquisitions, and international transactions. Effective communication and collaboration are essential, as tax strategists help interpret complex regulations and ensure compliance while identifying opportunities for savings and risk mitigation. These collaborations help organizations make informed financial decisions and maintain a strong compliance posture.

How do I become a tax strategist?

To become a tax strategist, you typically need a bachelor's degree in accounting, finance, or a related field, followed by gaining experience in tax planning or consulting. Earning professional certifications such as CPA or Enrolled Agent can enhance credibility, and strong analytical skills are essential for developing effective tax strategies.
More about Tax Strategy jobs
What cities are hiring for Tax Strategy jobs? Cities with the most Tax Strategy job openings:
What are the most commonly searched types of Tax Strategy jobs? The most popular types of Tax Strategy jobs are:
What states have the most Tax Strategy jobs? States with the most job openings for Tax Strategy jobs include:
What job categories do people searching Tax Strategy jobs look for? The top searched job categories for Tax Strategy jobs are:
Tax Strategy jobs near you
Infographic showing various Tax Strategy job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 91% Full Time, 5% Part Time, and 3% Contract. Highlights an 81% Physical, 6% Hybrid, and 13% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.

Tax Strategy Advisor

Savant Insights

Rockford, IL • On-site

$100K - $135K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

Join our collaborative team as a Tax Strategy Advisor, where you'll help high-net-worth individuals, families, and business owners navigate complex tax matters and make confident financial decisions.
As a Tax Strategy Advisor, you'll provide advanced tax planning and advisory services to clients with sophisticated financial needs. You'll analyze complex tax situations, identify proactive planning opportunities, develop customized strategies, and prepare income tax returns for some of the firm's largest and most complex clients.
Working closely with clients, their tax counsel, lead advisors, co-advisors, and internal planning specialists, you'll deliver strategic recommendations that align with each client's financial goals while helping create a seamless, integrated wealth management experience.
The 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 $5M-$10)
  • 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.
  • Preparation of complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required. Review of less complex tax returns, as needed.
  • 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.
  • Provide input for educational and promotional materials, such as presentations, articles, and marketing content.
  • Assist with presenting 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.

The Tax Strategy Advisor position typically requires the following qualifications:
Education
  • Bachelor's degree in Accounting, Finance or Business Administration from an accredited college or university (required)
  • CPA license or Enrolled Agent (EA) designation required
  • Master's in Taxation a plus
  • CERTIFIED FINANCIAL PLANNER™ certification or Personal Financial Specialist (PFSTM) credential (or currently pursuing)

Experience
  • 6+ years of experience in comprehensive tax and financial planning, including work with high-net-worth clients
  • Client-facing experience in tax planning and advisory role
  • Experience with tax planning software (BNA, Planner CS, Holistiplan)
  • Familiarity with online and print tax research resources
  • Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plus

Skills
  • Strong tax planning or business acumen, judgment, and problem-solving skills
  • Excellent communication and active listening skills
  • Solid analytical and organizational capabilities
  • Effective written communication and tax research skills
  • Attention to detail with a high degree of accuracy
  • Excellent communication and active listening skills
  • Client-first mindset with a commitment to exceptional service
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Collaborative team player, able to work effectively with and through others

What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning-no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success

Our Total Rewards
At Savant, we invest in our people-supporting both their well-being and long-term growth.
We take a market-based approach to compensation. The expected base salary range for this role is $100,000 - $135,000 with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs

Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual "Savantiversary" day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible "Dress for Your Day" approach

We're happy to share more details about our benefits and total rewards during the hiring process.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer

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