Senior Tax Strategy Advisor

Savant Wealth Management•Rockford, IL

About The Position

Where sophisticated strategy meets meaningful impact. At Savant, we help clients see their wealth from every angle — tax, investment, estate, and legacy — so they can make wise decisions with confidence. Our Senior Tax Strategy Advisors play a pivotal role in that mission, transforming complex tax challenges into elegant, actionable solutions that elevate the entire client experience. If you’re a seasoned tax professional who thrives in high-stakes, high-trust environments and enjoys guiding ultra-high-net-worth families, business owners, and multi-entity groups toward greater clarity and control, we invite you to bring your expertise to Savant.

Requirements

Bachelor’s degree in Accounting, Finance, or Business Administration (required)
Active CPA license or Enrolled Agent (EA) designation (required)
CERTIFIED FINANCIAL PLANNER™ certification (required)
10+ years of comprehensive tax and financial planning experience serving high-net-worth clients
Demonstrated success in client-facing tax advisory roles
Proficiency or familiarity with: Thomson Reuters UltraTax, GoFileRoom, Practice CS
Tax planning software such as BNA, Planner CS, or Holistiplan
Online and print tax research resources
Exceptional communication, analytical, and leadership skills
A collaborative, team-first mindset and a commitment to client excellence

Nice To Haves

Master’s in Taxation (preferred)

Responsibilities

Develop and execute forward-thinking tax strategies that optimize outcomes for complex family and business structures.
Lead the review and signing of intricate individual, trust, partnership, foundation, and corporate returns, ensuring technical precision and a concierge-level experience.
Coordinate multi-entity engagements (parents, children, trusts, and related entities) to deliver integrated solutions and seamless service.
Analyze and interpret complex transactions, communicating technical findings and actionable recommendations to clients and internal teams in a clear, strategic manner.
Partner with financial advisors and planning specialists to provide holistic wealth management strategies.
Engage with taxing authorities to resolve client issues and ensure compliance.
Contribute to firm-wide innovation, refining processes, elevating standards, and driving continuous improvement in our tax strategy practice.
Mentor and inspire others, fostering technical excellence and growth within the team.
Represent Savant externally, presenting tax concepts to clients, advisors, and centers of influence at events, workshops, and thought-leadership forums.

Benefits

Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.