National Business Services Leader, Accounting & Business Advisory

The National Business Services Leader will lead the strategy, growth, and performance of Savant Accounting and Business Advisory’s (SABA) national Accounting and Business Services practice. Reporting to the Head of SABA, this leader will bring diverse service lines together into one cohesive, scalable practice, overseeing accounting, payroll, CFO and Family Office services, business consulting, and specialized advisory offerings.

This is a build-and-lead role focused on developing strong service-line leaders, expanding advisory capabilities, driving profitability, and delivering a consistent client experience. The leader will own the practice P&L, build new service offerings, and partner across Savant to grow the business while maintaining select high-value client relationships.

The National Business Services Leader will focus in the following areas:

National Practice and Service Line Development

Design and implement a cohesive national structure for accounting, bookkeeping, payroll, bill pay, cash-flow management, CFO services, business consulting, and specialty advisory services; clarify reporting lines, decision rights, and delivery ownership.

Establish consistent service models, scope definitions, pricing and rate standards, workflows, quality controls, escalation practices, and client service expectations while allowing appropriate specialization.

Identify and prioritize niche opportunities based on client demand, expertise, economics, and strategic fit. Develop business cases, talent plans, delivery methods, pricing, technology needs, and launch plans; convert individual expertise into sustainable SABA offerings.

Coordinate with Wealth, Growth, Operations, and other Savant leaders to define the Family Office proposition; own the staffing, service delivery, processes, and implementation of the SABA portion of that business line.

Financial Performance and Growth

Own the national Business Services P&L, annual plan, forecast, and corrective actions. Drive approved Net New Revenue and contribution-margin targets, supported by pricing, realization, utilization, retention, capacity, and service-line profitability measures.

Partner with Growth, Wealth Advisors, and Tax leadership to develop referral pathways, cross-serving opportunities, and repeatable offerings; represent the practice with priority clients and centers of influence.

Maintain a focused player-coach contribution of approximately 20% of capacity in senior client relationships, complex advisory work, service-line development, and business development, without becoming the default owner of routine delivery backlogs.

Technology, Integration, and Collaboration

Set business requirements and make strategic practice decisions about software and tools that support consistent delivery, management visibility, margin improvement, and scale; partner with Operations and Technology on selection, implementation, adoption, and controls.

Serve as the Business Services owner for M&A integration, assessing acquired talent and capabilities and determining how clients, offerings, pricing, systems, and teams enter the national service model in partnership with the integration team.

Contribute to SABA strategy as a senior leader and coordinate with the National Tax Leader, Operations Director, Growth Director, and enterprise shared services on priorities that span service lines.

Affiliated Attest Firm Administrative Coordination

Coordinate administrative support and shared resources for Savant affiliated alternative CPA practice. Respect the CPA-owned firm’s independent professional judgment and authority over attest scope, pricing, quality review, independence, peer review, and regulatory compliance. This administrative relationship does not confer supervision or control of attest engagements or professional decisions.

Leadership Responsibilities

• Directly lead service-line Directors and Managers and, through them, all Accounting and Business Services professionals nationally, including accounting specialists, bookkeepers, payroll processors, consultants, and specialty professionals.
• Build leadership depth and succession plans; set clear performance expectations, coach and develop leaders, oversee staffing and capacity, and hold leaders accountable for results, quality, and team experience.
• Create a national operating cadence and a constructive culture across offices while preserving specialist ownership of technical work and avoiding dependence on the National Business Services Leader for day-to-day decisions.
• Champion a constructive, values-driven culture with clear goals, timely feedback, recognition, and consistent accountability. Model sound judgment, ethical conduct, and collaboration across SABA and Savant.
• Represents Savant in a positive and professional manner.
• Adheres to Savant’s policies, procedures, and core values.
• Additional duties may be assigned as needed to support business and role needs.
• As the firm and role evolve, responsibilities may be refined or adjusted consistent with the overall purpose and scope of the role.
• The National Business Services Leader typically requires the following qualifications:

Education and Credentials

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent education and experience.

CPA credential required.

Experience Required

Demonstrated success leading and scaling a multi-service accounting, business advisory, or professional services practice, including direct accountability for a substantial P&L, profitable growth, and people leadership.

Substantial senior leadership experience in a multi-office or distributed environment, with a track record of building leaders, setting standards, and achieving results through service-line specialists.

Broad understanding of accounting and business advisory services sufficient to evaluate performance, make sound strategic decisions, and hold technical leaders accountable without personally being the expert in every discipline.

Experience designing or expanding service offerings, strengthening pricing and delivery economics, and leading change across teams and systems.

Credibility with senior clients and the ability to contribute selectively to complex advisory relationships and business development.

Willingness to travel across offices as business needs require, including during initial practice build-out and acquisitions.

Experience Preferred

• Experience with recurring accounting and payroll services alongside CFO, consulting, or specialty advisory offerings.
• Experience building a Family Office or similarly coordinated cross-functional offering.
• Experience integrating acquired teams, services, and systems into a national practice.
• Experience evaluating and implementing accounting, workflow, and practice-management technology in a wealth-integrated environment.

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 $200,000 - $300,000. 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

Flex Time Off

• 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