Job Details: Job Location: Remote Rockford – Rockford, IL, Position Type: Full Time, Salary Range: $99000.00 – $148000.00Salary/year, Job Shift: Day, Join our collaborative team as a Tax Strategy Advisor, where you'll help high-net-worth individuals, families, and business owners navigate complex tax matters and make confident financial decisions._x005F_x000D_
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As a Tax Strategy Advisor, you'll provide advanced tax planning and advisory services to clients with sophisticated financial needs. You'll analyze complex tax situations, identify proactive planning opportunities, develop customized strategies, and prepare income tax returns for some of the firm's largest and most complex clients._x005F_x000D_
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Working closely with clients, their tax counsel, lead advisors, co-advisors, and internal planning specialists, you'll deliver strategic recommendations that align with each client's financial goals while helping create a seamless, integrated wealth management experience._x005F_x000D_
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The Tax Strategy Advisor can expect to focus in the following areas:_x005F_x000D_
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Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with overall financial goals. (Typically, clients with AUM of $5M-$10)_x005F_x000D_
Review tax planning strategies and estimates, providing actionable insights for complex client scenarios._x005F_x000D_
Research and analyze complex tax transactions and topics, communicating findings and recommendations clearly to clients and internal teams._x005F_x000D_
Manage assigned client relationships, tax projects, and workflow during tax season, ensuring timely and accurate deliverables._x005F_x000D_
Provide subject-matter tax expertise to clients, advisors, and firm leadership to support integrated wealth management solutions._x005F_x000D_
Preparation of complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required. Review of less complex tax returns, as needed._x005F_x000D_
Deliver finalized tax return packages to clients, as needed._x005F_x000D_
Analyze IRS and state notices, preparing or reviewing responses as needed. Work directly with taxing authorities on resolving client tax issues._x005F_x000D_
Provide input for educational and promotional materials, such as presentations, articles, and marketing content._x005F_x000D_
Assist with presenting tax concepts to advisors, clients, prospects, and centers of influence (COIs) at events and workshops._x005F_x000D_
Serve as a mentor and role model for tax and planning team members, fostering a collaborative and growth-oriented environment._x005F_x000D_
Assist in training and developing staff through hands-on guidance and interactive team engagement._x005F_x000D_
Offer feedback on training programs for new tax team members and advisors._x005F_x000D_
Maintain a team-first mindset by assisting colleagues and stepping in when needed._x005F_x000D_
Perform additional duties as assigned to support client service and firm objectives._x005F_x000D_
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Qualifications: The Tax Strategy Advisor position typically requires the following qualifications:_x005F_x000D_
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Education_x005F_x000D_
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Bachelor’s degree in Accounting, Finance or Business Administration from an accredited college or university (required)_x005F_x000D_
CPA license or Enrolled Agent (EA) designation required_x005F_x000D_
Master’s in Taxation a plus_x005F_x000D_
CERTIFIED FINANCIAL PLANNER™ certification or Personal Financial Specialist (PFSTM) credential (or currently pursuing)_x005F_x000D_
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Experience_x005F_x000D_
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6+ years of experience in comprehensive tax and financial planning, including work with high-net-worth clients_x005F_x000D_
Client-facing experience in tax planning and advisory role_x005F_x000D_
Experience with tax planning software (BNA, Planner CS, Holistiplan)_x005F_x000D_
Familiarity with online and print tax research resources_x005F_x000D_
Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plus_x005F_x000D_
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Skills_x005F_x000D_
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Strong tax planning or business acumen, judgment, and problem-solving skills_x005F_x000D_
Excellent communication and active listening skills_x005F_x000D_
Solid analytical and organizational capabilities_x005F_x000D_
Effective written communication and tax research skills_x005F_x000D_
Attention to detail with a high degree of accuracy_x005F_x000D_
Excellent communication and active listening skills_x005F_x000D_
Client-first mindset with a commitment to exceptional service_x005F_x000D_
Proficiency in Microsoft Word, Excel, and Outlook_x005F_x000D_
Collaborative team player, able to work effectively with and through others_x005F_x000D_
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What Sets Savant Apart_x005F_x000D_
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Collaborative, integrated model across advisory, tax, and planning—no silos_x005F_x000D_
Growth-oriented firm, offering meaningful opportunities for career development and long-term impact_x005F_x000D_
Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership_x005F_x000D_
Majority employee-owned, giving our team a shared stake in our long-term success_x005F_x000D_
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Our Total Rewards_x005F_x000D_
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At Savant, we invest in our people—supporting both their well-being and long-term growth._x005F_x000D_
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We take a market-based approach to compensation. The expected base salary range for this role is $99,000 – 148,000. 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._x005F_x000D_
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Core Benefits (Effective Day One):_x005F_x000D_
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Medical, dental, and vision coverage with multiple plan options_x005F_x000D_
Health Savings Account (HSA) or Flexible Spending Account (FSA)_x005F_x000D_
Company-paid life insurance, AD&D, and disability coverage_x005F_x000D_
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Financial & Long-Term Rewards:_x005F_x000D_
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401(k) with company match (Roth and Traditional options)_x005F_x000D_
Team-based incentive opportunities and recognition programs_x005F_x000D_
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Time Away & Flexibility:_x005F_x000D_
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Generous paid time off, plus at least 10 paid holidays_x005F_x000D_
Annual “Savantiversary” day_x005F_x000D_
Summer Hours (shorter work weeks during the summer)_x005F_x000D_
Parental leave, personal leave, and other life-event support_x005F_x000D_
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Well-Being & Everyday Perks:_x005F_x000D_
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Employee Assistance Program (EAP)_x005F_x000D_
Wellness reimbursements (e.g., gym memberships)_x005F_x000D_
Flexible “Dress for Your Day” approach_x005F_x000D_
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We’re happy to share more details about our benefits and total rewards during the hiring process._x005F_x000D_
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Take your career to new heights, apply today!_x005F_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._x005F_x000D_
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We are not accepting unsolicited resumes from agencies and/or search firms for this job posting._x005F_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._x005F_x000D_
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Savant Capital LLC, is an Equal Opportunity Employer_x005F_x000D_
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