Signify Wealth

CORE PURPOSE 

The Tax Strategist serves as the firm’s Chief Tax Architect, responsible for advanced tax intelligence, modeling, and strategy across all client relationships. This role ensures tax strategy is proactive, integrated, and implemented correctly across planning, investment, and estate decisions. 

PRIMARY RESPONSIBILITIES 

1. Advanced Tax Planning & Strategy 

- Multi‐year tax projections and planning 

- Liquidity event tax planning (business sales, private stock, etc.) 

- Entity structuring strategy (LLCs, partnerships, S‐corps, holding companies) 

- Trust and estate tax strategy (grantor vs non‐grantor, SLATs, GRATs, etc.) 

- Charitable and philanthropic tax strategies 

- Executive/athlete compensation and multi‐state tax planning where applicable 

2. Tax Modeling Oversight 

- Own all tax modeling assumptions 

- Review projections built by planning team 

- Ensure tax impacts are reflected in all planning scenarios 

- Validate accuracy and identify opportunities 

3. Coordination With Outside CPAs 

- Align strategies with client CPAs 

- Provide projections and guidance to CPAs 

- Review draft returns strategically 

- Confirm implementation of agreed strategies 

- Identify missed opportunities and planning gaps 

4. Integration With Planning Team 

- Collaborate with Planning Strategists on retirement, estate, and liquidity planning 

- Provide tax inputs for all major planning decisions 

- Participate in complex planning case design 

- Support Wealth Advisors in preparing for tax‐focused client discussions 

5. Proactive Tax Calendar Management 

- Establish annual tax planning calendar 

- Coordinate projection timing 

- Ensure estimated payments and deadlines are reviewed 

- Lead year‐end tax strategy reviews 

SUPPORTING RESPONSIBILITIES 

Supports Wealth Advisors: 

- Provides strategic tax framing for client recommendations 

- Joins meetings for complex tax strategy discussions 

Supports Planning Team: 

- Supplies modeling inputs and strategy validation 

- Advises on complex case design 

Supports Analysts (indirectly): 

- Defines required tax documents and inputs 

- Advises on bookkeeping and entity classification impacts 

EXCLUSIONS (DOES NOT OWN) 

- Gathering tax documents 

- Preparing tax returns 

- Bookkeeping management 

- Custodian paperwork 

- Client service coordination 

- Tracking signatures or operational workflows 

CLIENT INTERACTION MODEL 

The Tax Strategist participates in client meetings when advanced tax strategy or complex planning is discussed. Routine reviews and service interactions remain led by the Wealth Advisor and Client Affairs Manager. 

CAPACITY 

One Tax Strategist can support approximately 80–120 UHNW client families when supported by a strong planning and analyst team. 

KEY PERFORMANCE INDICATORS 

- Proactive tax strategies delivered annually 

- Accuracy and effectiveness of projections 

- Successful implementation of planning strategies 

- Wealth Advisor and Planning Team satisfaction 

- Effective coordination with external CPAs 

Strong skills in Tax Strategy, Tax Compliance, and Tax Research 

Experience in Financial Planning, Wealth Management, and understanding client-specific financial needs 

Proficiency in Financial Analysis and creating actionable recommendations 

Excellent communication, report preparation, and client-facing skills 

Strong organizational abilities and detail orientation for managing multiple client portfolios 

CPA required; additional tax-related certifications are a plus 

Bachelor's degree in Accounting, Finance, Taxation, or related field required 

Familiarity with tax software and financial reporting tools is beneficial