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Tax Associate

Employer
Savant Wealth Management
Location
Various locations available
Salary
$50,000 - $75,000 (Will vary by location and experience)
Closing date
Oct 23, 2021

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Job Role
Tax Compliance
Sector
Accounting Firm, Other
Contract Type
Permanent
Hours
Full Time

Job Details

Locations available:  St. Charles, IL, Rockford, IL, Lincolnshire, IL, McLean, VA

Tax Associate

Looking for a dynamic career that allows you to apply both your technical and relationship skills to deliver a robust and holistic experience to clients? At Savant Wealth Management, our Tax and Consulting team serves as partners in building lifetime relationships with clients. The needs of our clients reach beyond traditional financial planning and investment management.  

As a Tax Associate, you will play an important role in delivering tax and consulting services and specialized financial planning to clients. This broad learning experience gives you exposure to tax preparation, financial planning and business consulting services (accounting, payroll, and other business services consulting). The knowledge you gain opens a variety of career paths within Savant to serve as an advisor to clients with the most complex wealth planning needs. 

Your Role: You will assist our tax and consulting team and wealth advisors with delivering our Ideal Futures Process to clients. This comprehensive process addresses all areas of a client’s wealth management needs.

Your Responsibilities:

Tax

  • Front-line preparation of tax returns (federal and state for individual, corporation, partnership, fiduciary)
  • Clear and timely communication with clients, advisors and senior level management
  • Develop and maintain client relationships by providing exemplary client services
  • Assist in the scaling of the tax team by taking on increasing responsibility and numbers of clients
  • Develop a command of various software used for tax, paperless documents storage and workflow
  • Manage client needs and requests; attend client meetings, as needed
  • Research complex tax issues

Business Services (Consulting)

  • Assist with the preparation of monthly financial statements, including bank reconciliations, payroll processing, journal entries, etc.
  • Assist with the preparation of various quarterly and annual compliance reports.
  • Support senior level managers and attend client meetings, as needed.

Financial Planning

  • Gather, organize, and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or other various analyses
  • Prepare and deliver various financial planning analyses (i.e., tax, social security, insurance, stock option, Roth conversion, and pension analyses

Company

Savant Wealth Management

Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses.

As a trusted advisor, the essence of our approach is to serve by acting in our clients' best interest. Working with our clients to get them closer to realizing their goals isn’t just our profession, it’s our mission and calling. In our day-to-day work, we continuously look out for our clients —no other way makes sense. As servant leaders, we’re passionate about using our expertise to help clients move further along the path toward achieving great things. We view their success as our own.

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