Tax and Consulting Supervisor

Savant Wealth Management; Cedar Rapids (IA); On-site; USD 81,800 - 112,500; Full time

Benefits offered by this job

Comprehensive Benefits Package on Day One

401(k) with Company Match

Generous Paid Time Off

Parent Leave

Professional Development Paid Time

Wellness Reimbursements

Team Incentive Plans

Employee Recognition Programs

Job summary

Join a leading firm as a Tax & Consulting Supervisor, where you'll oversee tax preparation and guide rising professionals in a dynamic work environment. This role is designed for those passionate about leadership and customer service, committed to providing high-quality support in tax planning and financial solutions. With a firm culture rooted in strong values, you'll have the opportunity to enhance your career while contributing to a service-oriented team focused on client success.

Qualifications

• 4 - 8 years of experience in the tax department of a CPA firm or equivalent.
• Pursuing or active CPA license preferred.
• CFP or Series 65 certification preferred.

Responsibilities

• Oversee tax preparation services and supervising of staff accountants.
• Review complex individual tax returns and corporate returns.
• Train and develop staff in tax preparation and planning.

Skills

Leadership

Client Service

Tax Preparation

Coaching

Education

Bachelor’s degree in accounting or related field

Master’s in taxation or other advanced degree

Tools

Word

Excel

Outlook

tax analysis software

Job description

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Talent Acquisition Specialist | Ideal Future Builder | Delivering Happiness and Success Through Careers in Finance & Accounting! Interested in…

Are you a seasoned tax professional with a passion for leadership and client service? Join Savant’s Tax & Consulting team to guide a high-performing group and play a key role in delivering comprehensive, values-driven financial solutions to our clients.

The Tax and Consulting team serves as a partner in building lifetime relationships with clients. The Tax & Consulting Supervisor assists our wealth strategy specialists (tax, planning, and consulting) 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.

The Tax & Consulting Supervisor is responsible for oversight of tax preparation services and the ongoing training, development, coaching and supervision of the Staff Accountants, T&C, Senior Accountants, T&C, and Tax Interns. This position is also responsible for providing guidance to the team to meet the tax preparation needs of internal and external clients. The Tax & Consulting Supervisor must embrace and represent the Savant philosophies and values. A positive attitude, approachable and mature demeanor, the ability to effectively receive and deliver communication to both internal and external clients is expected.

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Tax and Consulting Supervisor can expect to focus in the following areas:

Tax

• Training, development and oversight of Staff Accountants, T&C, Senior Accountants, T&C, Tax Interns and Wealth Strategy Team Associates. This includes training, development, and ongoing oversight.
• Remain current on industry changes to effectively train, coach, and manage the consistent implementation of these changes.
• Proactively communicate with clients and team members.
• Review moderate to complex individual tax returns, along with fiduciary, partnership and corporate returns
• Review individual tax analyses and assist with the review of various financial planning analyses (i.e., social security analyses, stock option analyses, Roth conversion analyses, etc.)
• Provide research and analysis for complex tax transactions & topics, and communicate results
• Assist with implementation of tax planning and consulting opportunities
• Provide tax expertise to clients and others in the firm
• Maintain a culture of continuous improvement within the team.
• Maintain team approach by assisting and filling in for others.
• Perform other duties as needed.
  
  

Business Services

• Review monthly financial statements, including bank reconciliations, payroll processing, journal entries, etc.
• Review various quarterly and annual compliance reports.
• Support managers and attend client meetings, as needed.
  
  

Financial Planning

• Gather, organize and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or other various analyses
• Review and deliver various tax and financial planning analyses (i.e., tax, social security , insurance, stock option, Roth conversion, and pension analyses)
  
  

Supervisory Responsibilities

• Select, supervise, empower, coach, develop, and retain a team of qualified individuals through effective hiring, employee development, performance management, succession planning, and recognition.
• Collaboratively set challenging but realistic goals aligned with departmental and organizational objectives. Work with employees on a plan to achieve their goals.
• Oversee and lead staff, including hiring, assigning work, and recommending salary increases, promotions, transfers, demotions, or terminations.
• Maintain open and effective communication, ensuring that team members are informed, engaged, and aligned with firm updates and strategic changes.
• Actively engage in ongoing coaching, providing regular, constructive feedback and guidance to foster professional growth and improvement.
• When managing subordinate supervisors, provide leadership, guidance, and resources needed to ensure they are effective in their management roles.
  
  

A couple things to note about our Tax and Consulting Supervisor position:

• This position will be located our of either our Cedar Rapids or Iowa City, Iowa offices based on candidate preference.
• The schedule is Monday – Friday 8:00am – 5:00pm.
  
  

The Tax and Consulting Supervisor position typically requires the following qualifications:

• Bachelor’s degree in accounting or related field from an accredited college or university
• Master’s in taxation or other advanced degree is a plus
• 4 - 8 years of experience in the tax department of a CPA firm, or equivalent experience.
• Pursuing or active CPA license (preferred) or EA license is preferred
• CFP or Series 65 certification is preferred
• Proficiency in Word, Excel, Outlook, as well as tax analysis software is preferred
  
  

Why Join Us?

• We are a growing, fee-only, independent, majority employee-owned RIA.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
• We help our clients reach their ideal futures.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.
  
  

The Perks

At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role is $81,800 - $112,500.However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. We also offer a comprehensive benefits package designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• Comprehensive Benefits Package 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 Fridays.
• Tax Season Time Off: Earn additional paid time off in recognition of your hard work during tax season.
• Personal Leave : Don’t stress with the opportunity for up to four weeks of leave for extenuating circumstances that may not qualify for FMLA.
• Parental Leave : Enjoy those first few weeks with your growing family. All parents welcoming a child into their home will receive four weeks of paid parental leave. Birth Parents will receive a total of 10 weeks when combined with their medical recovery leave.
• Bereavement Pay : During these difficult times, we recognize the emotional impact and offer leave time of up to 2 week’s for employees who experience a loss of a spouse or child.
• Professional Development Paid Time : Invest in your lifelong learning and excellence. through professional development. Employees receive two paid days per test for covered certifications or registrations.
• PTO Pool: We support each other! Any unused PTO can be donated for employees to utilize for serious medical situations involving themselves as well as an immediate family member.
• 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: Be celebrated with 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.
  
  

Take your career to new heights, apply today!

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.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

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