Tax and Consulting Staff Accountant

Join our Tax & Consulting team as a Staff Accountant and play a key role in delivering tax, consulting, and financial planning services that help clients achieve their ideal futures. You’ll gain hands-on experience, build lasting client relationships, and be part of a collaborative, growth-focused team—all while enjoying great benefits and additional paid time off for your hard work put in during tax season.

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 sit out of our Iowa City, Iowa office.
• The schedule is Monday – Friday 8:00am – 5:00pm.
• We offer Tax Season Time Off! In addition to your regular PTO, you'll receive extra paid time off to recharge after the hard work you put in during tax season.

The Staff Accountant position typically requires the following qualifications:
 

• Bachelor’s degree in accounting or related field from an accredited college or university.
• 0-3 years’ experience in tax preparation
• Pursuing or active CPA license (preferred) or EA license
• CFP or Series 65 certification a plus (or interest in obtaining)
• Proficiency with Word, Excel, and