Job DetailsJob Location: Multiple Locations – Rockford, IL 61107Position Type: Full TimeSalary Range: $79,000.00 – $118,000.00 Salary/yearJob Shift: DayAs a member of the Tax Strategy Team, the Senior Tax Strategist supports the development and execution of tax strategies for high-net-worth clients, families, and business owners. This role assists in analyzing client situations, researching tax topics, preparing recommendations, and coordinating deliverables that integrate with clients’ overall financial goals._x000D_
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The Senior Tax Strategist works in close collaboration with our tax advisors to ensure timely and accurate execution of tax strategies. This position may be client-facing in conjunction with a senior tax advisor, however it functions primarily in a supporting and collaborative capacity, providing the technical and analytical foundation for integrated wealth management solutions._x000D_
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In this role, you can expect to focus in the following areas:_x000D_
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Gather, organize, and review client tax and financial data, including tax returns, financial statements, and planning documents, to support tax strategy development._x000D_
Assist in preparing tax strategy deliverables, such as projections, planning summaries, and tax impact analyses for tax advisors. _x000D_
Review tax analysis performed by junior team members._x000D_
Assist in training junior staff on tax planning and other software used by the team _x000D_
Research federal and state tax issues, transactions, and planning opportunities, summarizing findings for internal and client use._x000D_
Preparation of moderately complex individual, trust, partnership, foundation and corporate tax returns for accuracy and compliance, as needed._x000D_
Assist with analyzing IRS and state notices, preparing draft responses for review. Work directly with taxing authorities on resolving client tax issues._x000D_
Coordinate with advisors and other internal teams to integrate tax strategies into broader client plans._x000D_
Maintain accurate project tracking, documentation, and timely follow-up on assigned work._x000D_
Contribute to process improvements and maintenance of tax research resources._x000D_
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Contribute to and support the creation of tax-related training or client content._x000D_
Provide excellent client service in all interactions, whether directly or in support of senior team members._x000D_
Maintain a collaborative, team-first approach by assisting colleagues during peak workload periods._x000D_
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QualificationsThe Senior Tax Strategist position typically requires the following qualifications:_x000D_
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Education_x000D_
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Bachelor’s Degree in Accounting, Finance, Business Administration, or related field from an accredited college or university (required)_x000D_
Active CPA or Enrolled Agent (EA) designation preferred (or currently pursuing)_x000D_
CERTIFIED FINANCIAL PLANNER™ certification a plus_x000D_
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Experience_x000D_
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4–7 years of experience in tax planning required _x000D_
Experience with individual, trust, partnership, foundation and corporate tax returns preferred_x000D_
Exposure to high-net-worth client situations and related tax considerations_x000D_
Familiarity with tax research tools and resources_x000D_
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Skills_x000D_
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Solid analytical and organizational skills with high attention to detail_x000D_
Effective written and verbal communication abilities_x000D_
Strong tax research capabilities_x000D_
Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook_x000D_
Collaborative team player with a client-first mindset_x000D_
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What Sets Savant Apart_x000D_
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Collaborative, integrated model across advisory, tax, and planning—no silos_x000D_
Growth-oriented firm, offering meaningful opportunities for career development and long-term impact_x000D_
Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership_x000D_
Majority employee-owned, giving our team a shared stake in our long-term success_x000D_
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Our Total Rewards_x000D_
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At Savant, we invest in our people—supporting both their well-being and long-term growth._x000D_
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We take a market-based approach to compensation. The expected base salary range for this role is $79,000 – $118,000. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance._x000D_
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Core Benefits (Effective Day One):_x000D_
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Medical, dental, and vision coverage with multiple plan options_x000D_
Health Savings Account (HSA) or Flexible Spending Account (FSA)_x000D_
Company-paid life insurance, AD&D, and disability coverage_x000D_
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Financial & Long-Term Rewards:_x000D_
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401(k) with company match (Roth and Traditional options)_x000D_
Team-based incentive opportunities and recognition programs_x000D_
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Time Away & Flexibility:_x000D_
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Generous paid time off, plus at least 10 paid holidays_x000D_
Annual “Savantiversary” day_x000D_
Summer Hours (shorter work weeks during the summer)_x000D_
Parental leave, personal leave, and other life-event support_x000D_
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Well-Being & Everyday Perks:_x000D_
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Employee Assistance Program (EAP)_x000D_
Wellness reimbursements (e.g., gym memberships)_x000D_
Flexible “Dress for Your Day” approach_x000D_
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We’re happy to share more details about our benefits and total rewards during the hiring process._x000D_
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Take your career to new heights, apply today!_x000D_
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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._x000D_
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We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. _x000D_
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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._x000D_
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Savant Capital LLC, is an Equal Opportunity Employer_x000D_
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