Senior Tax Strategist bei Savant Wealth Management
Savant Wealth Management · Rockford, Vereinigte Staaten Von Amerika · Onsite
- Senior
- Optionales Büro in Rockford
Job Details
Job Location: Multiple Locations - Rockford, IL
Position Type: Full Time
Salary Range: $77000.00 - $112000.00 Salary/year
Job Shift: Day
Who We Are
At Savant, we’re not just in the business of wealth management — we’re in the business of helping people live their ideal lives. We believe great financial outcomes start with thoughtful planning, sound strategy, and a deep understanding of what truly matters to our clients.
Our Tax Strategy Team plays a critical role in that mission. We don’t just prepare returns — we uncover opportunities, solve complex challenges, and design strategies that bring our clients’ financial goals to life.
If you’re a detail-oriented tax professional who loves to think critically, collaborate deeply, and see the impact of your work firsthand, you’ll fit right in here.
Overview
As a member of Savant’s Tax Strategy Team, the Senior Tax Strategist helps develop and execute advanced tax strategies for high-net-worth clients, families, and business owners. This role provides the technical expertise and analytical insight that fuel our integrated wealth management approach.
In this position, you’ll work closely with senior tax advisors to research complex tax topics, model potential outcomes, and prepare clear, actionable recommendations. While primarily focused on technical analysis, this role also offers the chance to collaborate directly with clients and advisors to help bring strategy to life.
It’s the ideal fit for someone who enjoys diving deep into complex tax situations, thrives on accuracy and collaboration, and finds satisfaction in contributing to sophisticated client solutions.
What You’ll Do
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Gather, organize, and review client tax and financial data — including tax returns, financial statements, and planning documents — to support strategic planning.
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Prepare and review tax deliverables, including projections, summaries, and tax impact analyses.
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Research federal and state tax issues, transactions, and planning opportunities; summarize findings for clients and internal teams.
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Review work prepared by junior team members and provide training or guidance as needed.
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Prepare moderately complex individual, trust, partnership, foundation, and corporate tax returns when required.
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Assist in analyzing IRS and state notices, draft responses, and coordinate issue resolution.
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Collaborate with advisors and planning specialists to integrate tax strategies into comprehensive financial plans.
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Maintain accurate tracking of projects and deliverables while ensuring deadlines are met.
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Contribute to improving internal processes, documentation, and team training.
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Support creation of educational content and materials for clients or advisors.
What You’ll Bring
- Education: Bachelor’s degree in Accounting, Finance, Business Administration, or related field (required)
- Credentials: Active CPA or Enrolled Agent (EA) preferred (or in progress); CFP® certification a plus
- Experience:
- 4–7 years of experience in tax planning required
- Experience with individual, trust, partnership, foundation, and corporate returns preferred
- Familiarity with high-net-worth clients and related tax considerations
- Comfort using tax research tools and technology
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- Skills & Competencies
- Strong analytical and problem-solving skills with exceptional attention to detail
- Excellent written and verbal communication abilities
- Calm and composed under pressure with strong follow-through on commitments
- Flexible and adaptable in changing environments
- A collaborative, team-first mindset focused on delivering exceptional service
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
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Why Join Us?
For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership
The Perks:
At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $77,000 - $112,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.
We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.
- Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
- Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
- Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
- Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
- Vision Insurance: Keep your eyes healthy with our vision insurance plan.
- Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
- Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
- 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
- Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
- Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
- Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
- Employee Recognition: Enjoy monetary awards through our recognition program.
- Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
- Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
- Exclusive Discounts: Take advantage of various discount programs for additional savings.
- Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
- Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.
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