Tax Associate III - Dover, DE

Job Summary

The Tax and Consulting team serves as a partner in building lifetime relationships with clients. The Tax Associate III 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 wealth management needs.

The Tax Associate III is responsible for oversight of tax preparation services and the ongoing training, development, coaching and supervision of the Tax Associates, Tax Interns and Wealth Strategy Team Associates. This position is also responsible for providing guidance to the team to meet the tax preparation needs of internal and external clients. The Tax Associate III 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.

Duties and Responsibilities

Tax

• Training, development and oversight of Tax Associates, Tax Interns and Wealth Strategy Team Associates. This includes training, recruiting, 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 trust, 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
• Periodically review current, and develop new, policies and procedures for the development of tax services and other department related workflows
• Maintain a culture of continuous improvement within the team.
• Facilitate educational and training opportunities for team members.
• Maintain team approach by assisting and filling in for others.
• Perform other duties as needed.

Business Services (Consulting)

• 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 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
• Prepare and deliver various financial planning analyses (i.e., tax, social security , insurance, stock option, Roth conversion, and pension analyses)

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.

Qualifications

• Bachelors Degree in Finance, Accounting or related field from an accredited college or university
• Masters 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.
• Active CPA license, or in pursuit of license
• CERTIFIED FINANCIAL PLANNER certification preferred
• Financial planning/wealth management acumen, judgment, and experience
• Proven ability to lead and mentor others effectively to achieve success and foster a culture of teamwork
• Proficiency in Word, Excel, Outlook, as well as tax analysis software
• Familiarity with online and print tax research resources
• Experience in reviewing returns
• Effective writing and tax research skills
• Must be organized and detail-oriented
• Must possess a consistent positive attitude
• Client first attitude
• Excellent communication and organizational skills
• Proven ability to effectively resolve conflict and apply grace under pressure
• Team player, collaborative, able to work with and through others in a positive fashion

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer