Tax and Consulting Staff Accountant

Make a meaningful difference in clients' lives while building your career as a Staff Accountant on our Tax & Consulting team. We reward your hard work with extra paid time off after tax season—because balance matters as much as results.

The Staff Accountant is part of our Tax and Consulting 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.

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps our clients build their ideal futures. If you want to be part of a culture that is defined by strong values - Savant is right for you.

 The Staff Accountant 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

Business Services

• 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.

A couple things to note about our Staff Accountant position:

• This position will work in our Dover, DE office.
• The schedule is Monday – Friday 8:00am – 5:00pm.
• Enjoy our Tax Season Time Off perk!

The Staff Accountant position typically requires the following qualifications:

• Bachelor’s degree in accounting or related field from an accredited college or university.
• 0-5 years’ experience in tax preparation

Why Join Us?

• Our Vision: Transform personal and financial dreams into goals and goals into reality.
• Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
• We are a team with distinct backgrounds and diverse views.
• We believe in col