Supervisor, SABA - Barrington, IL

Savant•Barrington, IL

6d•Onsite

About The Position

Savant Accounting & Business Advisory is seeking a Supervisor to lead, coach, and support a talented team while serving as a trusted resource to clients and colleagues alike. In this role, you'll combine technical tax expertise with impactful leadership, helping team members grow while partnering with clients through meaningful tax, accounting, and business advisory engagements. This position will play an active role in helping the team navigate the transition period following the acquisition of Professional Business Management, Inc., connecting with Savant’s resources and processes, and continuing to deliver relationship-centered service. The Barrington practice has a long-standing foundation, established in 1932, with over nine decades of experience serving healthcare professionals and private-practice owners. The team specializes in working with physicians, dentists, veterinarians, and other healthcare professionals, offering guidance beyond traditional tax preparation. As part of Savant Accounting & Business Advisory, the Barrington team can connect clients with broader accounting, consulting, payroll, retirement planning support, tax, business advisory, and wealth management resources.

Requirements

Bachelor’s degree in accounting or a related field from an accredited college or university
Four to eight years of experience in the tax department of a CPA firm, or equivalent experience
Experience reviewing individual and business tax returns
Demonstrated ability to lead, coach, and mentor others
Strong tax research, writing, and technical communication skills
Proficiency with Microsoft Word, Excel, and Outlook, as well as tax analysis software
Familiarity with online and print tax research resources
Strong organizational skills and attention to detail
Ability to remain composed and communicate effectively during high-volume or complex situations
Collaborative, client-first approach with the ability to work effectively with and through others
Consistently positive, approachable, and professional demeanor
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

Active CPA license or progress toward CPA licensure
Enrolled Agent designation
Master’s degree in taxation or another relevant advanced degree
CFP® certification or Series 65 registration
Experience reviewing financial planning analyses
Prior experience supporting healthcare professionals, private practices, or other closely held businesses

Responsibilities

Lead, coach, and develop the team by providing day-to-day leadership, training, coaching, and oversight for Staff Accountants, Senior Accountants, Tax Interns, and other team members.
Create clear expectations and help team members understand how their work contributes to client and organizational success.
Support professional growth through timely feedback, ongoing coaching, and meaningful development conversations.
Set challenging but realistic goals that align with team and organizational priorities.
Help maintain an environment where team members are informed, engaged, supported, and accountable.
Foster a collaborative culture that values strong relationships, open communication, continuous improvement, and shared success.
Review moderate to complex individual income tax returns, as well as fiduciary, partnership, and corporate returns.
Review tax analyses and help identify planning and consulting opportunities.
Research complex tax transactions and technical topics, then communicate findings clearly to clients and colleagues.
Remain current on tax and industry developments and help the team consistently apply new guidance.
Provide tax expertise to clients and professionals across the firm.
Support the implementation of proactive tax planning and consulting strategies.
Communicate proactively with clients and internal team members throughout the engagement process.
Review monthly financial statements, bank reconciliations, payroll processing, journal entries, and related accounting work.
Review quarterly and annual compliance reports.
Support managers and participate in client meetings as needed.
Help the team deliver connected accounting, tax, payroll, consulting, and business advisory support to healthcare practice owners.
Gather, organize, and synthesize financial and tax information needed to support client planning.
Review financial statements, tax returns, estate planning documents, and other relevant client information.
Review and deliver analyses involving tax, Social Security, insurance, stock options, Roth conversions, pensions, and other planning considerations.
Collaborate across disciplines to help clients make informed decisions about their businesses and personal financial lives.