Staff Accountant, Accounting & Business Advisory
About The Position
The Staff Accountant is part of our Accounting & Business Advisory team that serves as partners in building lifetime relationships with clients. The Staff Accountant delivers tax and consulting services and specialized financial planning to clients and assisting our tax and consulting team and wealth advisors with delivering our Ideal Futures Process to clients. This comprehensive process addresses all areas of a client’s tax planning and wealth management needs. In this role, you can expect to focus in the following areas: Tax Become familiar with Savant policies and procedures Front-line preparation of tax returns (federal and state for individual, corporation, partnership, fiduciary) Clear and timely communication with tax staff, advisors and senior level management Develop a command of various software used for tax, paperless documents storage and workflow Manage client needs and requests; attend client meetings, as needed Develop tax research skills Business Services Assist with the preparation of monthly financial statements, including bank reconciliations, payroll processing, journal entries, etc. Assist with the preparation of various quarterly and annual compliance reports. Support senior level managers and attend client meetings, as needed. This is an in-person salaried position. The schedule is Monday – Friday 8:00am – 5:00pm. During tax season, team members should expect approximately 50-60 hour work weeks as we work together to serve clients during their busiest time of year.
Requirements
- Bachelor’s degree in accounting or related field from an accredited college or university.
- 0-3 years’ experience in tax preparation
- 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.
Responsibilities
- Become familiar with Savant policies and procedures
- Front-line preparation of tax returns (federal and state for individual, corporation, partnership, fiduciary)
- Clear and timely communication with tax staff, advisors and senior level management
- Develop a command of various software used for tax, paperless documents storage and workflow
- Manage client needs and requests; attend client meetings, as needed
- Develop tax research skills
- Assist with the preparation of monthly financial statements, including bank reconciliations, payroll processing, journal entries, etc.
- Assist with the preparation of various quarterly and annual compliance reports.
- Support senior level managers and attend client meetings, as needed.
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
- 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
- Tax Season Time Off benefit
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
