Savant Wealth Management Finance/FinTech

Senior Staff Accountant, Accounting & Business Advisory

Barrington, RI +1 In person Full-time

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.

The Senior Staff Accountant position typically requires the following qualifications:

Education

Bachelor’s degree in Accounting or a related field

Experience

  • Approximately 3-6 years of experience in tax preparation and accounting
  • Experience preparing individual, corporate, partnership, and/or fiduciary tax returns
  • Strong understanding of accounting principles, financial statements, reconciliations, and journal entries
  • Ability to manage multiple client relationships and deadlines while maintaining accuracy and professionalism
  • Strong analytical, organizational, communication, and listening skills
  • Detail-oriented with a high degree of accuracy
  • Client-first mindset and ability to build trusted relationships
  • Collaborative team player who is comfortable working across accounting, tax, and advisory functions

What Sets Savant Apart

  • Collaborative, integrated model across advisory, tax, and planning—no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success

Our Total Rewards

At Savant, we invest in our people—supporting both their well-being and long-term growth.

We take a market-based approach to compensation. The expected base salary range for this role is $78,000 – 118,000. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Core Benefits (Effective Day One)

  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards

401(k) with company match (Roth and Traditional options)

Team-based incentive opportunities and recognition programs

Time Away & Flexibility

  • Generous paid time off, plus at least 10 paid holidays
  • Annual “Savantiversary” day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks

Employee Assistance Program (EAP)

Wellness reimbursements (e.g., gym memberships)

Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

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

Job description provided by Savant Wealth Management.
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