Tax Strategy Advisor

Savant Wealth Management•Rockford, IL

21d•$96,400 - $144,600

About The Position

At Savant, we believe taxes shouldn’t just be managed — they should be mastered as part of an integrated financial strategy. Our Tax Strategy Advisors are trusted partners to high-net-worth individuals, families, and business owners who rely on us to help them see the full picture — and keep more of what they’ve earned. If you’re an experienced tax professional who thrives on solving complex challenges and building meaningful client relationships, this is your opportunity to make a true impact while working alongside some of the brightest minds in wealth management. You’ll serve as the go-to tax expert for a select group of sophisticated clients (typically $5M–$10M AUM), helping them align their financial goals with smart, forward-thinking tax strategies.

Requirements

Bachelor’s degree in Accounting, Finance, or Business Administration (required)
Active CPA or Enrolled Agent (EA) designation (required)
6+ years of experience in tax planning and advisory for high-net-worth clients
Strong understanding of individual, trust, and business taxation
Exceptional communication, analytical, and problem-solving skills
Collaborative mindset — you thrive working in partnership with other experts
A commitment to excellence, integrity, and continuous improvement

Nice To Haves

Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS preferred
Experience using BNA, Planner CS, or Holistiplan for advanced planning
Master’s in Taxation and/or CFP® certification a plus.

Responsibilities

Develop and implement proactive tax planning strategies that minimize liability and support clients’ long-term objectives.
Review and analyze complex tax situations, turning intricate data into clear, actionable recommendations.
Collaborate with advisors, financial planners, and other specialists to deliver integrated, holistic client experiences.
Prepare and review advanced tax returns (individual, trust, partnership, foundation, corporate) to ensure accuracy and compliance.
Guide clients through IRS and state inquiries, crafting and reviewing responses that resolve issues efficiently.
Contribute to firm-wide learning and development, mentoring team members and sharing expertise across the organization.
Educate and inspire others by supporting client workshops, advisor trainings, and thought-leadership initiatives.

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.