
501 - 1000 employees
Founded 1986
đź’Ľ Consulting
đź’¸ Finance
🤝 B2B
Consulting • Finance • B2B
Savant Wealth Management is a fee-only, fiduciary wealth management firm that provides comprehensive financial planning and investment services to individuals, families, executives, institutions, and businesses. The firm offers investment management, tax advisory and preparation, estate planning and wealth transfer, trust and family office services, accounting and consulting, and company retirement plan services, delivering holistic, advisor-led guidance to high-net-worth and institutional clients across multiple U. S. offices.
đź•’ September 25
🌽 Illinois, Iowa, +1 more states – Remote
đź’µ $27 - $40 / hour
👨‍🎓 Internship
🟢 Junior
🟡 Mid-level
đź’° Tax
đź‘» Ghost score 12%
Improve your chances of getting an interview by checking your resume score before you apply.

501 - 1000 employees
Founded 1986
đź’Ľ Consulting
đź’¸ Finance
🤝 B2B
Consulting • Finance • B2B
Savant Wealth Management is a fee-only, fiduciary wealth management firm that provides comprehensive financial planning and investment services to individuals, families, executives, institutions, and businesses. The firm offers investment management, tax advisory and preparation, estate planning and wealth transfer, trust and family office services, accounting and consulting, and company retirement plan services, delivering holistic, advisor-led guidance to high-net-worth and institutional clients across multiple U. S. offices.
• Become familiar with Savant policies and procedures • Prepare federal and state tax returns for individual, corporation, partnership, and fiduciary clients • Communicate clearly and promptly with tax staff, advisors, and senior-level management • Use software for tax preparation, paperless document storage, and workflow management • Manage client needs and requests • Attend client meetings as needed • Develop tax research skills • Complete returns and supporting documentation accurately and efficiently during tax season
• Bachelor’s Degree in Business Administration, Finance, Accounting or related field from an accredited college or university • Accounting preferred • 2+ years of experience in individual tax preparation • Pursuing or active CPA or EA license preferred • Experience in reviewing returns preferred • All applicants must be authorized to work for any employer in the U.S. • Ability to prepare accurate federal and state tax returns for individual, corporate, partnership, and fiduciary clients • Strong organization, attention to detail, confidentiality, and communication • Ability to manage multiple priorities in a fast-paced, deadline-driven environment • Familiarity with professional tax preparation, document management, and workflow software
• Option to work remotely or from a Savant Accounting & Business Advisory office • Seasonal position from January 2027 through April 30, 2027 • Hourly position • Any combination of equivalent education and work experience will be considered
Apply Now