Tax and Consulting Senior Staff Accountant

Are you an experienced tax pro who loves building lasting client relationships? Join our Tax & Consulting team as a Senior Accountant and play a key role in delivering personalized tax strategies and financial planning through our signature Ideal Futures Process.

The Senior Accountant, T&C is part of our Tax and Consulting team that serves as partners in building lifetime relationships with clients. The Senior Accountant, T&C delivers tax and consulting services and specialized financial planning to clients and assisting 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 tax planning and wealth management needs.

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps our clients build their ideal futures. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Senior Accountant can expect to focus in the following areas:

Tax

• Front-line preparation of tax returns (federal and state for individual, corporation, partnership, fiduciary)
• Clear and timely communication with clients, tax staff, 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 of client work and communication, becoming the point person for 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

• Assist with the preparation and review of monthly financial statements, including bank reconciliations, payroll processing, journal entries, etc.
• Assist with the preparation and review 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 tax plan, financial plan or other various analyses
• Prepare  various tax and financial planning analyses (i.e., tax, social security, insurance, stock option, Roth conversion, and pension analyses)

A couple things to note about our Senior Accountant position:

• This position is based out of our office in Lewes, DE.
• The schedule is Monday – Friday 8am-5pm.
• Enjoy our Tax Season Time Off perk!

The Senior Accountant position typically requires the following qualifications:

• Bachelor’s Degree in Accounting or related field from an accredited college or university.
• 2-5  years’ experience in tax preparation
• Pursuing or active CPA license or EA license
• CFP or Series 65 certification a plus (or interest in obtaining)

Why Join Us?

• Our Vision: Transform personal and financial dreams into goals and goals into reality.
• Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
• We are a team with distinct backgrounds and diverse views.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities.

The Perks:

At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $78,000 - 105,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits. 

In addition to compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process.

• 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.
• 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.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.