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Senior Staff Accountant, Accounting & Business Advisory

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Description

Join a growing team where your work directly supports healthcare professionals, your relationships matter, and your contributions help shape the future of one of Savant's newest offices.

The Senior Staff Accountant, SABA is part of Savant’s Accounting & Business Advisory team and serves as a key partner in building long-term relationships with clients. In this role, you’ll deliver a combination of accounting, tax, and consulting services while taking increasing ownership of client relationships and day-to-day needs.

In this role, you can expect to focus in the following areas:

Tax & Client Service

  • Prepare federal and state tax returns for individuals, corporations, partnerships, and fiduciaries
  • Communicate directly with clients, tax professionals, advisors, and senior leadership
  • Develop and maintain strong client relationships by providing responsive, high-quality service
  • Take increasing ownership of client work and communication, becoming a primary point of contact for assigned clients
  • Research and help resolve complex tax issues
  • Manage client requests and participate in client meetings as needed
  • Develop proficiency with tax preparation, document management, workflow, and research software

Accounting & Business Services

  • Prepare and review monthly financial statements, bank reconciliations, journal entries, payroll processing, and related accounting work
  • Prepare and review quarterly and annual compliance reports
  • Maintain accurate client financial records and supporting documentation
  • Work directly with clients to gather information, answer questions, and resolve accounting-related issues
  • Support senior-level managers and collaborate across accounting, payroll, and tax functions

Tax & Financial Planning

  • Gather, organize, and analyze client financial information, including financial statements, tax returns, estate planning documents, and other relevant records
  • Assist with tax and financial planning analyses, including Roth conversion, Social Security, insurance, stock option, pension, and other planning scenarios
  • Help identify planning opportunities based on a client's tax and financial circumstances

A couple things to note about our Senior Staff Accountant position:

  • Location: 1300 S Grove Ave, Suite 201, Barrington, IL 60010
  • Schedule: Monday through Friday, 8:00 AM to 5:00 PM
  • Growth & Transition Opportunity: This office recently joined Savant through the acquisition of Professional Business Management (PBM), a firm that has served healthcare practices for more than 90 years. You’ll have the opportunity to help carry forward PBM’s client-first culture while gaining access to Savant’s broader resources, technology, and career opportunities.
  • Busy Season Expectations: During tax season, team members should expect approximately 50-60 hour work weeks as we work together to meet client deadlines.

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