What are the responsibilities and job description for the Director of Corporate Tax position at Savant Wealth Management?
Are you a seasoned tax professional with a passion for financial services? Savant Wealth Management is looking for a Director, Corporate Tax to lead our firm’s tax strategy and tax compliance. As an independent registered investment advisor, our structure includes complex partnership elements—and you'll play a key role in managing and executing the related tax responsibilities. In this leadership position, you'll ensure compliance with evolving tax laws, identify opportunities to optimize our tax position, and contribute to the overall financial health of the firm. If you're energized by the opportunity to make a strategic impact within a dynamic and growing RIA, we’d love to hear from you.
For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.
The Director of Corporate Tax will:
Have a deep understanding and be able to execute complex partnership tax structures and partner tax allocations
Oversee and manage all aspects of partnership tax compliance, including the timely and accurate preparation and filing of federal, state, and local tax returns.
Assist in the interaction with the IRS as well as foreign and state tax authorities
Create and document the process for quarterly estimates and filings
Research tax issues, understand implications of investment decisions, and communicate conclusions to senior management
Assist in development of policies and procedures to ensure consistent and accurate information is produced
Maintain positive relationship with third parties for K-1 questions and estimates
Ensure compliance with tax laws and regulations, including monitoring changes in tax legislation and implementing necessary adjustments.
Conduct periodic reviews and audits to assess the effectiveness of tax compliance processes.
Coordinate and lead tax audits, responding to inquiries from tax authorities, and providing necessary documentation and explanations
Manage relationships with external tax advisors, consultants, and tax authorities to ensure compliance and obtain expert advice when needed
Identify opportunities for process improvements, automation, and efficiency gains within the tax function, and drive their implementation
The Director of Corporate Tax role typically requires the following:
Education
Bachelor’s degree in accounting, finance, or a related field from an accredited and approved college or university
JD and/or Master of Tax preferred
Experience
Minimum of ten years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience
Preferred Qualifications
CPA designation
Experience with partnership structuring, entity formation and mergers & acquisitions is preferred.
Independent, problem solver, ability to excel under stress
Must be very intelligent, a fast learner, extremely detail oriented, and thorough with strong accounting and analytical skills
Must have a positive, hands-on attitude and be willing to roll-up their sleeves to do anything and everything needed to support the efforts of the team
Must function well in environment that constantly changes
Ability to quickly grasp complex transactions
Excellent interpersonal, oral, and written communication skills
Why Join Us?
We are a growing, fee-only, independent, majority employee-owned RIA.
We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
We help our clients reach their ideal futures.
Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.
The Perks:
At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $175,000 - 225,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits. In addition to compensation. We also offer a comprehensive benefits package designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.
Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays.
Personal Leave: Don’t stress with the opportunity for up to four weeks of leave for extenuating circumstances that may not qualify for FMLA.
Parental Leave: Enjoy those first few weeks with your growing family. All parents welcoming a child into their home will receive four weeks of paid parental leave. Birth Parents will receive a total of 10 weeks when combined with their medical recovery leave.
Bereavement Pay: During these difficult times, we recognize the emotional impact and offer leave time of up to 2 week’s for employees who experience a loss of a spouse or child.
Professional Development Paid Time: Invest in your lifelong learning and excellence. through professional development. Employees receive two paid days per test for covered certifications or registrations.
PTO Pool: We support each other! Any unused PTO can be donated for employees to utilize for serious medical situations involving themselves as well as an immediate family member.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Be celebrated with monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
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 : $175,000 - $225,000