Savant Wealth Management · 1 day ago
Senior Tax Strategist
Rockford, IL
Full-time
Onsite
Mid, Senior Level
$77K/yr - $112K/yr
4+ years expSavant Wealth Management is a firm dedicated to helping clients achieve their financial goals through thoughtful planning and strategy. The Senior Tax Strategist will develop and execute advanced tax strategies for high-net-worth clients, providing technical expertise and collaborating with advisors to integrate tax strategies into comprehensive financial plans.
ConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Gather, organize, and review client tax and financial data — including tax returns, financial statements, and planning documents — to support strategic planning
Prepare and review tax deliverables, including projections, summaries, and tax impact analyses
Research federal and state tax issues, transactions, and planning opportunities; summarize findings for clients and internal teams
Review work prepared by junior team members and provide training or guidance as needed
Prepare moderately complex individual, trust, partnership, foundation, and corporate tax returns when required
Assist in analyzing IRS and state notices, draft responses, and coordinate issue resolution
Collaborate with advisors and planning specialists to integrate tax strategies into comprehensive financial plans
Maintain accurate tracking of projects and deliverables while ensuring deadlines are met
Contribute to improving internal processes, documentation, and team training
Support creation of educational content and materials for clients or advisors
Qualification
Required
Bachelor's degree in Accounting, Finance, Business Administration, or related field
Active CPA or Enrolled Agent (EA)
4-7 years of experience in tax planning
Strong analytical and problem-solving skills with exceptional attention to detail
Excellent written and verbal communication abilities
Calm and composed under pressure with strong follow-through on commitments
Flexible and adaptable in changing environments
A collaborative, team-first mindset focused on delivering exceptional service
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Preferred
CPA or Enrolled Agent (EA) preferred (or in progress)
CFP® certification a plus
Experience with individual, trust, partnership, foundation, and corporate returns
Familiarity with high-net-worth clients and related tax considerations
Comfort using tax research tools and technology
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.
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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