
501 - 1000 employees
Founded 1986
💼 Consulting
💸 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.
🔥 6 minutes ago
🌽 Illinois, Iowa, +2 more states – Remote
💵 $42 - $63 / hour
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Tax
👻 Ghost score 0%
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501 - 1000 employees
Founded 1986
💼 Consulting
💸 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.
• Review individual and fiduciary income tax returns for federal and various state jurisdictions • Review some corporate and partnership tax returns • Prepare intermediate-to-complex tax returns • Research tax issues as needed • Prepare tax analysis and calculations related to tax adjustments for returns and estimates • Assist with special projects and assignments as needed • Assist with delivery of final tax return products to clients • Perform other duties as requested • Maintain a team-oriented approach by assisting and filling in for others when necessary
• Bachelor’s degree in accounting, business administration, finance, or related field from an accredited college or university • Prior experience in a CPA firm • 3–7 years of tax preparation and review experience • Active CPA or EA preferred • Must be authorized to work for any employer in the U.S. • Willingness to review individual (1040) and fiduciary federal and state income tax returns • Tax research and tax analysis capabilities
• Option to work remotely or from a Savant Accounting & Business Advisory office • Seasonal position supporting tax season needs from January 2027 through April 30, 2027 • Opportunity to work alongside an experienced team • Opportunity to gain exposure to small business returns • Employee ownership • Career development, leadership, and long-term impact opportunities • Lifelong learning and growth opportunities
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