Operations Specialist, Tax & Consulting

Savant • Rockford, IL

2d • $1 - $1 • Hybrid

About The Position

The Tax & Consulting Operations Specialist is a key driver of efficiency and excellence within Savant’s Tax & Consulting team. In this role, you’ll help strengthen the foundation behind our client experience by managing critical workflows, improving processes, supporting technology solutions, and ensuring our teams have the tools and information needed to deliver exceptional service. This is an opportunity to make a meaningful impact in a growing organization where operational expertise, problem-solving, and collaboration are highly valued.

Requirements

• High School Diploma or equivalent required
• 2-5 years of experience in an administrative or operations role, ideally including exposure to CRM administration, practice management systems, or IT/systems support.
• 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.

Nice To Haves

• Bachelor’s degree in Business, Accounting, Finance, or related field from an accredited college or university preferred.
• Experience with tax practice software (e.g. Thomson Reuters UltraTax, CCH Axcess) is a plus but not required.

Responsibilities

• Own the client intake process, including the new client intake form, ensuring new clients are accurately added to the CRM and that updates to existing clients scope changes, billing changes, work added or removed are processed correctly and promptly.
• Own the quote process end-to-end, overseeing that quotes move through each stage on schedule and following up on stalled items.
• Maintain and continuously improve the firm's procedures manual, keeping documentation current as workflows and tools evolve.
• Build and maintain key operational reports, monitoring them closely throughout tax season to confirm engagements are progressing on schedule and escalating delays to leadership.
• Administer the firm's core business systems, managing employee onboarding, offboarding, and account updates as staffing and roles evolve.
• Monitor operational workflows, identifying bottlenecks or inefficiencies, and recommend adjustments to improve accuracy, speed, and scalability.
• Serve as a knowledgeable point of contact for internal staff, answering operational and systems questions, troubleshooting issues, and escalating concerns when needed.
• Conduct periodic reviews of system access and user permissions across the software stack to ensure appropriate data security and compliance.
• Assist with audits, compliance reviews, and documentation as needed
• Participate in special projects and cross-functional initiatives as assigned

Benefits

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage
• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs
• Generous paid time off, plus at least 10 paid holidays
• Annual “Savantiversary” day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support
• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED