Tax Associate

Savant Wealth Management
Lincolnshire, IL, St. Charles, IL, Rockford, IL or McLean, VA
$50,000 - $75,000 (Will vary by location and experience)
Closing date
Oct 25, 2021

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Job Role
Financial Planner
Employment Type
Full Time
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:


  • 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)


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!


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
190 Buckley Drive
United States

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