Garry Executive Search is partnering with a with a highly respected, growth-oriented wealth management firm to hire a Tax Advisor, a key role that bridges Tax, Financial Planning, and Client Service. Firms continue to elevate their tax-integration capabilities and this position sits at the center of that work. If you enjoy blending hands-on tax analysis with deeper client conversations and want to grow in a planning-forward, team-oriented environment this is an excellent next step.

What You’ll Do

You’ll support the firm’s Tax and Wealth Advisor teams while owning meaningful client-facing responsibilities, including:

• Partner with Tax and Wealth Advisor teams to prepare for client tax review meetings (data gathering, report generation, follow-up).
• Meet directly with clients to review tax information, answer questions, and help implement tax-efficient planning strategies.
• Prepare and analyze federal and state income tax returns for designated clients.
• Monitor, track, and respond to notices related to federal, state, and local tax matters.
• Ensure clients remain compliant with IRS and state requirements.
• Research tax issues and lead assigned tax-related projects.
• Document client interactions and follow-up in the CRM; coordinate with advisors and external partners as needed.
• Stay current with relevant tax laws and proactively identify planning opportunities.

What You Bring

• Bachelor’s degree in finance, accounting, math, or related field.
• Minimum 2+ years of relevant experience (financial services or RIA experience a plus).
• CPA preferred but not required; EA required or ability to obtain.
• Strong analytical mindset with exceptional attention to detail.
• Ability to juggle multiple priorities while producing accurate, high-quality work.
• Comfortable working independently and collaboratively within a close-knit team.
• Tech-savvy with Microsoft Office; experience with tax or accounting systems is a plus.
• A service-oriented attitude and genuine interest in helping clients make smart financial decisions.

Why This Firm

This RIA offers the stability, values, and client focus of a boutique practice — along with the career growth and mentorship you’d expect from a much larger firm.

You’ll step into a role with:

• Competitive compensation up to $120k
• 401(k) + match & profit sharing
• Health, dental, vision, HSA/FSA
• CE credits & license reimbursement
• Flexible schedule & generous PTO
• Advancement opportunities within a growing team
• Wellness program & volunteer time off

Ready to Learn More?

Garry Executive Search is conducting the search on behalf of this firm.

To be considered, please apply or message me directly here on LinkedIn or email:

📩 mark@garrysearch.com

All inquiries are confidential

We welcome applicants of all backgrounds, identities, and experiences. Garry Executive Search and our client are committed to fostering an inclusive hiring process and a workplace where everyone feels valued, supported, and able to thrive.