Tax Associate

Employer
Savant Wealth Management
Location
Lincolnshire, IL, St. Charles, IL, Rockford, IL or McLean, VA
Salary
$50,000 - $75,000 (Will vary by location and experience)
Closing date
Oct 26, 2021

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Entry Level

Job Details

Various locations available including:

Lincolnshire, IL, Rockford, IL, St. Charles, IL and McLean, VA

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)

Qualifications

The Tax Associate position typically requires the following qualifications:

  • Bachelor’s Degree in Accounting or related field from an accredited college or university, with CPA or pursuing CPA.
  • 0-5 years experience in tax preparation
  • Pursuing or active CPA license
  • CERTIFIED FINANCIAL PLANNER™ certification a plus (or interest in obtaining)
  • Proficiency with Word, Excel, and Outlook, as well as financial planning and/or tax software
  • Familiarity with online and print tax research resources a plus
  • Strong analytical and organizational capabilities
  • Detail-oriented with a high degree of accuracy
  • Excellent communication and listening skills
  • Client first attitude
  • A team player, collaborative, able to work with and through others

 

Savant offers a robust benefits package including bonus eligibility, HSA employer contribution, 401k match and profit sharing potential, and more!

Company

We are Savant. We are Wise Counsel

We are a team of genuine people with distinct backgrounds and diverse vantage points, but our vision is clear: to help clients build their ideal futures.  Whether you are a highly experienced financial advisor or a college student taking advantage of the Savant Internship Program, there may be an opportunity for you.

Find Us
Website:
Telephone
815-227-0300
Location
190 Buckley Drive
Rockford
IL
61107
United States

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