Senior Staff Accountant, Accounting & Business Advisory

Savant•Barrington, IL

9d•Onsite

About The Position

The Senior Staff Accountant is part of Savant’s Accounting & Business Advisory team and provides accounting, tax, and consulting services while taking increasing ownership of client relationships and day-to-day client needs. The position supports healthcare professionals and is based at Savant’s Barrington, Illinois office, which joined Savant through the acquisition of Professional Business Management (PBM). The role offers an opportunity to help carry forward PBM’s client-first culture while drawing on Savant’s broader resources, technology, and career opportunities. The work includes preparing and reviewing tax returns and accounting records, assisting with tax and financial planning analyses, and communicating directly with clients and colleagues. The usual schedule is Monday through Friday, 8:00 AM to 5:00 PM. During tax season, approximately 50–60 hour work weeks are expected to meet client deadlines.

Requirements

Bachelor’s degree in Accounting or a related field.
Approximately 3–6 years of experience in tax preparation and accounting.
Experience preparing individual, corporate, partnership, and/or fiduciary tax returns.
Strong understanding of accounting principles, financial statements, reconciliations, and journal entries.
Ability to manage multiple client relationships and deadlines while maintaining accuracy and professionalism.
Strong analytical, organizational, communication, and listening skills.
Detail-oriented with a high degree of accuracy.
Client-first mindset and ability to build trusted relationships.
Collaborative team player comfortable working across accounting, tax, and advisory functions.
Must be authorized to work for any employer in the United States; visa sponsorship is not available.

Responsibilities

Prepare federal and state tax returns for individuals, corporations, partnerships, and fiduciaries.
Communicate directly with clients, tax professionals, advisors, and senior leadership.
Develop and maintain strong client relationships through responsive, high-quality service.
Take increasing ownership of client work and communication, becoming a primary point of contact for assigned clients.
Research and help resolve complex tax issues.
Manage client requests and participate in client meetings as needed.
Develop proficiency with tax preparation, document management, workflow, and research software.
Prepare and review monthly financial statements, bank reconciliations, journal entries, payroll processing, and related accounting work.
Prepare and review quarterly and annual compliance reports.
Maintain accurate client financial records and supporting documentation.
Gather information from clients, answer questions, and resolve accounting-related issues.
Support senior-level managers and collaborate across accounting, payroll, and tax functions.
Gather, organize, and analyze client financial information, including financial statements, tax returns, estate planning documents, and other relevant records.
Assist with tax and financial planning analyses, including Roth conversion, Social Security, insurance, stock option, pension, and other planning scenarios.
Help identify planning opportunities based on clients’ tax and financial circumstances.

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 and Roth and Traditional options.
Team-based incentive opportunities and recognition programs.
Generous paid time off and at least 10 paid holidays.
Annual “Savantiversary” day.
Summer Hours with shorter work weeks during the summer.
Parental leave, personal leave, and other life-event support.
Employee Assistance Program (EAP).
Wellness reimbursements, such as gym memberships.
Flexible “Dress for Your Day” approach.
Potential additional incentive compensation based on responsibilities and performance.
Career development opportunities and a majority employee-owned structure.