Senior Advisor, Tax & Legal Strategy

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Position Summary We are seeking a highly skilled professional to serve as a trusted advisor to clients on complex financial, tax, and legal matters. This individual will work closely with high-net-worth individuals, business owners, executives, and family offices to develop comprehensive strategies that align financial goals with tax efficiency, risk management, estate planning, and business succession objectives. The ideal candidate will possess strong technical expertise in accounting, taxation, and financial analysis, with the ability to collaborate effectively with attorneys, financial planners, investment professionals, and external advisors. Key Responsibilities Financial Advisory Advise clients on financial planning, wealth preservation, cash flow management, and long-term financial strategies. Analyze financial statements and business performance to identify opportunities for growth and risk mitigation. Assist clients with business acquisitions, divestitures, valuation considerations, and succession planning. Provide strategic guidance related to investments, retirement planning, and asset protection. Tax Planning & Compliance Develop and implement tax-efficient strategies for individuals, trusts, estates, and business entities. Research and interpret federal, state, and local tax regulations impacting client situations. Review complex tax returns and coordinate with tax preparation teams. Identify opportunities for tax savings and long-term wealth preservation. Legal & Estate Strategy Partner with internal and external legal counsel on estate planning, trust structures, business entity formation, and succession planning. Review legal and financial implications of contracts, ownership structures, and business transactions. Assist clients with governance, risk management, and compliance initiatives. Provide guidance regarding regulatory and fiduciary considerations. Client Relationship Management Serve as a primary advisor and strategic partner for clients. Present complex financial, tax, and legal concepts in a clear and actionable manner. Develop long-term client relationships through exceptional service and proactive communication. Collaborate with cross-functional teams to deliver integrated advisory solutions. Qualifications Bachelor's degree in Accounting, Finance, Business, or related field. CPA required or CPA eligible. Legal background strongly preferred (JD, tax law, estate planning, corporate law, or related experience). 5+ years of experience in public accounting, financial advisory, wealth management, tax consulting, law, or related advisory services. Strong knowledge of tax planning, estate planning, entity structuring, and financial analysis. Excellent communication and client relationship skills. Experience working with high-net-worth individuals, closely held businesses, or family offices preferred. Preferred Credentials CPA JD CFP LLM in Taxation CFA (nice to have) EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. Representation Notice By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly). Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here ( Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses. #J-18808-Ljbffr Vaco