What are the responsibilities and job description for the Staff Accountant, Accounting & Business Advisory position at Savant Wealth Management?
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
The Staff Accountant position typically requires the following qualifications:
Education
At Savant, we invest in our people—supporting both their well-being and long-term growth.
We take a market-based approach to compensation. The expected base salary range for this role is $62,800 - $94,200. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance.
Core Benefits (Effective Day One)
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
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
- 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.
The Staff Accountant position typically requires the following qualifications:
Education
- Bachelor’s degree in accounting or related field from an accredited college or university.
- 0-3 years’ experience in tax preparation
- Collaborative, integrated model across advisory, tax, and planning—no silos
- Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
- Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
- Majority employee-owned, giving our team a shared stake in our long-term success
At Savant, we invest in our people—supporting both their well-being and long-term growth.
We take a market-based approach to compensation. The expected base salary range for this role is $62,800 - $94,200. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance.
Core Benefits (Effective Day One)
- 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, plus 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
- Ask about our Tax Season Time Off benefit!
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
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
Salary : $62,800 - $94,200