Savannah Wealth Group

office • USA • unknown • Не указана

**Company Description** Savannah Wealth Group is a comprehensive financial planning firm that focuses on helping clients adapt their financial plans as their personal circumstances evolve. The firm’s experienced financial advisors provide objective, unbiased assessments designed to align with each client’s unique financial needs and support sound decision-making. Securities and advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser, with insurance products provided separately. Based in Savannah, GA, the firm serves clients in states where advisors are properly registered and adheres to strict regulatory and compliance standards. Savannah Wealth Group emphasizes a professional, client-centered environment grounded in integrity and long-term relationships. **Role Description** The Tax Strategist (CPA) role is a full-time, on-site position based in Savannah or Statesboro, GA. The individual in this role will design and implement tax-efficient strategies for high-net-worth individuals and families, closely integrating tax planning with overall financial and retirement plans. In addition to being the firms CFP, day-to-day responsibilities include analyzing client tax situations, reviewing returns, identifying planning opportunities, and collaborating with financial advisors to optimize investment and distribution strategies. The Tax Strategist will communicate complex tax concepts in accessible language, prepare and present client recommendations, and support ongoing monitoring of tax implications for investment transactions and estate planning. This role also involves staying current on tax law changes, contributing to internal process improvements, and maintaining accurate documentation to support compliance and audit readiness. **Qualifications** * Strong tax planning and compliance expertise, including experience reviewing and interpreting individual and business tax returns. * Demonstrated ability to integrate tax strategies with financial planning, retirement planning, and investment management. * Proficiency in using tax preparation and planning software, as well as standard office and financial analysis tools. * Excellent analytical, problem-solving, and quantitative skills, with attention to detail and accuracy. * Effective written and verbal communication skills, including the ability to explain complex tax issues clearly to clients and colleagues. * Collaborative mindset with the ability to work closely with financial advisors and support staff in a team-based environment. * Certified Public Accountant (CPA) license in good standing; additional credentials such as CFP®, PFS, or EA are beneficial. * Relevant experience(3-5 yrs) in wealth management, public accounting, or tax advisory roles, preferably serving high-net-worth clients. * Commitment to ethical standards, confidentiality, and compliance with regulatory requirements, including FINRA and SEC guidelines. * Bachelor’s degree in Accounting, Finance, or a related field; advanced degree (e.g., MST, MBA) is a plus.