Operations Specialist, Tax & Consulting

The Tax & Consulting Operations Specialist is a key driver of efficiency and excellence within Savant’s Tax & Consulting team. In this role, you’ll help strengthen the foundation behind our client experience by managing critical workflows, improving processes, supporting technology solutions, and ensuring our teams have the tools and information needed to deliver exceptional service. This is an opportunity to make a meaningful impact in a growing organization where operational expertise, problem-solving, and collaboration are highly valued.

The Operations Specialist can expect to focus on the following areas:

• Own the client intake process, including the new client intake form, ensuring new clients are accurately added to the CRM and that updates to existing clients scope changes, billing changes, work added or removed are processed correctly and promptly.
• Own the quote process end-to-end, overseeing that quotes move through each stage on schedule and following up on stalled items.
• Maintain and continuously improve the firm's procedures manual, keeping documentation current as workflows and tools evolve.
• Build and maintain key operational reports, monitoring them closely throughout tax season to confirm engagements are progressing on schedule and escalating delays to leadership.
• Administer the firm's core business systems, managing employee onboarding, offboarding, and account updates as staffing and roles evolve.
• Monitor operational workflows, identifying bottlenecks or inefficiencies, and recommend adjustments to improve accuracy, speed, and scalability.
• Serve as a knowledgeable point of contact for internal staff, answering operational and systems questions, troubleshooting issues, and escalating concerns when needed.
• Conduct periodic reviews of system access and user permissions across the software stack to ensure appropriate data security and compliance.
• Assist with audits, compliance reviews, and documentation as needed
• Participate in special projects and cross-functional initiatives as assigned

A couple things to note about our Operations Specialist position:

• This position will be based out of our office in Rockford, IL OR St. Charles, IL.
• The schedule is Monday – Friday 8:00am – 5:00pm.