Tax Associate I
Job Details
Multiple Locations - Multiple, IL
Full Time
4 Year Degree

Collective Wisdom. We're Better Together.


At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom. 


If you want to be part of a culture that is defined through strong values - Savant is right for you.


About the role:


The Tax Associate is an entry-level position in our Tax and Consulting department focused on tax preparation and assisting our consulting and specialized financial planning teams. This broad learning experience gives you exposure to tax preparation, financial planning, and business consulting services (accounting, payroll, and other business services consulting).


As a Tax Associate, you can expect to work Monday-Friday, 8:00AM - 5:00PM. During tax season the average hours increase to 55-65 hours/week.


The Tax Associate can expect to focus in the following areas:


  • Complete front-line preparation of tax returns
  • Manage client needs and requests; attend client meetings, as needed.
  • Learns various software used for tax, paperless documents storage and workflow
  • Gather research on complex tax issues
  • Assist with the preparation of monthly financial statements, including bank reconciliations, payroll processing, journal entries, etc.
  • Prepares and delivers various financial planning analyses

The Tax Associate position typically requires the following qualifications:


  • Bachelors 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