Accounting Specialist Accounting Specialist …

Savant Capital Management
in Saint Charles, IL, United States
Permanent, Full time
Be the first to apply
Savant Capital Management
in Saint Charles, IL, United States
Permanent, Full time
Be the first to apply
Accounting Specialist
  1. Jobs
Tax and Accounting Services Specialist Tax and Accounting Services Specialist
  • - St. Charles, IL
  • Salary
  • Full Time
  • Competitive benefits program, including generous time off, 401k, great team environment, and more.

May work out of various offices including:

Chicago, St. Charles and Rockford

Job Summary

As a member of the Wealth Strategy Team, the Tax & Accounting Services Specialist is responsible for the preparation and review of income tax returns, accounting, payroll and other tax and accounting matters.  Assists with the oversight of workflows of the Wealth Strategy Team Associates. The Tax & Accounting Services Specialist has proven client-facing experience and has demonstrated advanced tax planning knowledge. The Tax & Accounting Services Specialist will help oversee the entire tax process with guidance from department leaders. The Tax & Accounting Services Specialist may also help create and present a variety of planning-related tasks through the coordination of the client discovery process and the ongoing planning relationship of the lead advisor, co-advisor, and client.

Duties and Responsibilities

The Tax & Accounting Services Specialist can expect to focus in the following areas:
• Prepare and review moderate to complex individual tax returns, along with trust, partnership and corporate returns
• Assist with final tax return product to deliver to clients
• Manage client relationships, projects and the tax season process
• Prepare and review tax estimates for individuals
• Provide research and analysis for complex tax transactions & topics, and communicate results
• Identify and assist with implementation of tax planning and consulting opportunities
• Provide tax expertise to clients and others in the firm
• Research and calculate client cost basis
• Respond to inquiries from the IRS and other tax authorities
• Assist with the creation of Expert Rules regarding tax & business services matters
• Act as a resource for advisors and clients by fielding tax planning related questions
• Assist with the maintenance and compilation of tax research, reference libraries, and tax software
• Support our accounting services and payroll team, as necessary
• Prepare & deliver various financial planning analyses (i.e., tax analyses, social security analyses, insurance analyses, stock option analyses, Roth conversion analyses, pension analyses, etc.)

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.


The Tax & Accounting Services Specialist position typically requires the following qualifications:
• Bachelor's Degree in Business Administration, Finance, Accounting or related field from an accredited college or university, Accounting preferred
• Active CPA license preferred
• Master in Taxation or other advanced degree is a plus
• CERTIFIED FINANCIAL PLANNER™ certification required (or currently pursuing)
• 3-7 years experience in the tax department of a CPA firm, or equivalent experience
• Financial planning/wealth management acumen, judgment and experience preferred
• Strong tax knowledge, general accounting experience
• Experience in reviewing returns preferred
• Familiarity with online and print tax research resources
• Effective writing and tax research skills
• Proven client-facing experience
• Proficiency with Word, Excel, and Outlook, as well as tax preparation software

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer

Savant Wealth Management
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