Tax & Consulting Lead, Wealth Management

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

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.