Savant Wealth Management · 1 day ago
Tax & Consulting Manager - Lewes, DE
Lewes, DE
Full-time
Onsite
Mid, Senior Level
$115K/yr - $160K/yr
5+ years expSavant Wealth Management is a fee-only, independent fiduciary wealth management firm that has been serving clients for nearly 40 years. They are seeking a Tax & Consulting Manager to oversee tax preparation services, mentor accountants, and assist clients in achieving their financial goals through comprehensive tax planning and consulting. The Manager will lead the Tax & Consulting team, ensuring effective communication and collaboration while maintaining a culture of continuous improvement.
ConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Assume supervisory responsibilities within the tax department providing guidance and direction to subordinate staff members
Training, development and oversight of Staff Accountants, T&C, Senior Accountants, T&C, Supervisors, T&C, and Wealth Strategy Team Associates. This includes training, recruiting, development, hiring, termination, promotion, discipline, and ongoing oversight
Remain current on industry changes to effectively train, coach and manage the consistent implementation of these changes with direct reports
Active participation on one or more T&C committees to assist with practice management and professional development of tax staff
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
Provide support to Directors with business development opportunities
Maintain a culture of continuous improvement within the team
Facilitate educational and training opportunities for team members
Maintain team approach by assisting and filling in for others
Perform other duties as needed
Review and analyze business financial statements for client planning strategies
Support senior level managers and attend client meetings, as needed
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, employee development, performance management, succession planning, and recognition
Align team objectives and individual performance metrics directly with organizational strategic goals, ensuring clear communication and understanding of how team efforts contribute to broader company success
Collaboratively set challenging but realistic goals aligned with departmental and organizational objectives. Work with employees on a plan to achieve their goals
Oversee and lead staff, including hiring, assigning work, and recommending salary increases, promotions, transfers, demotions, or terminations
Maintain open and effective communication, ensuring that team members are informed, engaged, and aligned with firm updates and strategic changes
Actively engage in ongoing coaching, providing regular, constructive feedback and guidance to foster professional growth and improvement
When managing subordinate supervisors, provide leadership, guidance, and resources needed to ensure they are effective in their management roles
Qualification
Required
Bachelor's Degree in Accounting or related field from an accredited college or university
Active CPA license or EA license
5-10 years of experience in the tax department of a CPA firm, or equivalent experience
Preferred
Masters in taxation or other advanced degree is a plus
CFP or Series 65 certification preferred
Financial planning/wealth management acumen, judgment, and experience preferred
Proven ability to lead and mentor others effectively to achieve success and foster a culture of teamwork
Proficiency in Word, Excel, Outlook, as well as tax analysis software
Familiarity with online and print tax research resources
Experience in reviewing returns
Effective writing and tax research skills
Must be organized and detail-oriented
Must possess a consistent positive attitude
Client first attitude
Excellent communication and organizational skills
Proven ability to effectively resolve conflict and apply grace under pressure
Team player, collaborative, able to work with and through others in a positive fashion
Benefits
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.
Tax Season Time Off: Earn additional paid time off in recognition of your hard work during tax season.
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.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Brodeski
Founder & Chief Executive Officer
Recent News
Business Wire
2025-11-04
2025-09-10
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