Operations Specialist, Tax & Consulting

The Tax & Consulting Operations Specialist is a key driver of efficiency and excellence within Savant’s Tax & Consulting team. In this role, you’ll help strengthen the foundation behind our client experience by managing critical workflows, improving processes, supporting technology solutions, and ensuring our teams have the tools and information needed to deliver exceptional service. This is an opportunity to make a meaningful impact in a growing organization where operational expertise, problem-solving, and collaboration are highly valued.

The Operations Specialist can expect to focus on the following areas:

Own the client intake process, including the new client intake form, ensuring new clients are accurately added to the CRM and that updates to existing clients scope changes, billing changes, work added or removed are processed correctly and promptly.

Own the quote process end-to-end, overseeing that quotes move through each stage on schedule and following up on stalled items.

Maintain and continuously improve the firm's procedures manual, keeping documentation current as workflows and tools evolve.

Build and maintain key operational reports, monitoring them closely throughout tax season to confirm engagements are progressing on schedule and escalating delays to leadership.

Administer the firm's core business systems, managing employee onboarding, offboarding, and account updates as staffing and roles evolve.

Monitor operational workflows, identifying bottlenecks or inefficiencies, and recommend adjustments to improve accuracy, speed, and scalability.

Serve as a knowledgeable point of contact for internal staff, answering operational and systems questions, troubleshooting issues, and escalating concerns when needed.

Conduct periodic reviews of system access and user permissions across the software stack to ensure appropriate data security and compliance.

Assist with audits, compliance reviews, and documentation as needed

Participate in special projects and cross-functional initiatives as assignedA couple things to note about our Operations Specialist position:

This position will be based out of our office in Rockford, IL OR St. Charles, IL.The schedule is Monday – Friday 8:00am – 5:00pm.

The Operations Specialist position typically requires the following qualifications:

Education High School Diploma or equivalent required;
Bachelor’s degree in Business, Accounting, Finance, or related field from an accredited college or university preferred.

Experience2-5 years of experience in an administrative or operations role, ideally including exposure to CRM administration, practice management systems, or IT/systems support.

Experience with tax practice software (e.g. Thomson Reuters Ultra Tax, CCH Axcess) is a plus but not required.

What Sets Savant Apart Collaborative, integrated model across advisory, tax, and planning—no silos

Growth-oriented firm, offering meaningful opportunities for career development and long-term impact

Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership

Majority employee-owned, giving our team a shared stake in our long-term success

Our Total Rewards At Savant, we invest in our people—supporting both their well-being and long-term growth.

We take a market-based approach to compensation. The expected base salary range for this role is $50,000 - $65,000 with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Core Benefits (Effective Day One):

Medical, dental, and vision coverage with multiple plan options

Health Savings Account (HSA) or Flexible Spending Account (FSA)
Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:401(k) with company match (Roth and Traditional options)
Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

Generous paid time off, plus at least 10 paid holidays

Annual “Savantiversary” day Summer Hours (shorter work weeks during the summer)
Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:

Employe…