Tax and Consulting Supervisor

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Are you a seasoned tax professional with a passion for leadership and client service? Join Savant’s Tax & Consulting team to guide a high-performing group and play a key role in delivering comprehensive, values-driven financial solutions to our clients.

The Tax and Consulting team serves as a partner in building lifetime relationships with clients. The Tax & Consulting Supervisor assists our wealth strategy specialists (tax, planning, and consulting) and wealth advisors with delivering our Ideal Futures Process to clients. This comprehensive process addresses all areas of a client’s tax planning and wealth management needs.

The Tax & Consulting Supervisor is responsible for oversight of tax preparation services and the ongoing training, development, coaching and supervision of the Staff Accountants, T&C, Senior Accountants, T&C, and Tax Interns. This position is also responsible for providing guidance to the team to meet the tax preparation needs of internal and external clients. The Tax & Consulting Supervisor must embrace and represent the Savant philosophies and values.

A positive attitude, approachable and mature demeanor, the ability to effectively receive and deliver communication to both internal and external clients is expected.

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity.

Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Tax and Consulting Supervisor can expect to focus in the following areas:

Tax

• Training, development and oversight of Staff Accountants, T&C, Senior Accountants, T&C, Tax Interns and Wealth Strategy Team Associates. This includes training, development, and ongoing oversight.
• Remain current on industry changes to effectively train, coach, and manage the consistent implementation of these changes.
• Proactively communicate with clients and team members.
• Review moderate to complex individual tax returns, along with fiduciary, partnership and corporate returns
• Review individual tax analyses and assist with the review of various financial planning analyses (i.e., social security analyses, stock option analyses, Roth conversion analyses, etc.)
• Provide research and analysis for complex tax transactions & topics, and communicate results
• Assist with implementation of tax planning and consulting opportunities
• Provide tax expertise to clients and others in the firm
• Maintain a culture of continuous improvement within the team.
• Maintain team approach by assisting and filling in for others.
• Perform other duties as needed.

• Review monthly financial statements, including bank reconciliations, payroll processing, journal entries, etc.
• Review various quarterly and annual compliance reports.
• Support managers and attend client meetings, as needed.

• 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
• Review and deliver various tax and financial planning analyses (i.e., tax, social security , insurance, stock option, Roth conversion, and pension analyses)

• Select, supervise, empower, coach, develop, and retain a team of qualified individuals through effective hiring,…