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Financial Planning and Tax Specialist

Company: Savant Capital Management
Location: Rockford
Posted on: October 11, 2019

Job Description:

Job Summary

The Financial Planning & Tax Specialist performs a dual role within Savant. The Financial Planning & Tax Specialist provides both financial planning services to clients and is responsible for the preparation and review of income tax returns and other tax matters.

As a Financial Planning & Tax Specialist, you will help oversee the entire Tax process with guidance from department leaders. This collaborative involvement gives you the opportunity to participate in all areas of the engagement. The Financial Planning & Tax Specialist is also responsible for creating and presenting a wide variety of planning-related tasks through the coordination of the client discovery process and ongoing planning relationship of the lead advisor, co-advisor, and client to provide an integrated wealth management experience. This dual opportunity will allow you to develop your independent judgment, technical skills, and to advance your professional career.

Duties and Responsibilities

The Financial Planning & Tax Specialist can expect to focus in the following areas:

--- Prepare and review moderate to complex individual tax returns, along with trust, partnership and corporate returns

--- Assist with final tax return product to deliver to clients

--- Prepare tax estimates for individuals

--- Provide research and analysis for complex tax transactions & topics, and communicate results

--- Assist with implementation of tax planning and consulting opportunities

--- Provide tax expertise to clients and others in the firm

--- Meet with clients/potential clients, to obtain information necessary to develop and complete a financial plan or other various financial analyses

--- Gather, organize and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or other various analyses

--- Prepare and deliver various financial planning analyses (i.e., tax analyses, social security analyses, insurance analyses, stock option analyses, Roth conversion analyses, pension analyses, etc.)

--- Develop and execute Retirement Planning Workshops using Money Guide Pro (or other software) in an interactive format to clients

--- Develop financial plans and suggest alternative options and recommendations for review with advisors

--- Prepare, review and deliver updated financial plans and analyses as requested

--- Utilize various financial analysis programs, and review output looking for completeness, accuracy and anticipated results sought by advisors

--- Conduct special and routine investment/portfolio or planning research projects

--- Cultivate client relationships, while providing excellent customer service

--- Perform in a highly interactive team environment

--- Perform other duties as requested

--- Maintain team approach by assisting and filling in for others

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.


The Financial Planning & Tax Specialist position typically requires the following qualifications:

--- Bachelor's Degree in Accounting from an accredited college or university

--- Active CPA license

--- Master in Taxation or other advanced degree is a plus

--- CFP required (or currently pursuing)

--- 3-7 years experience in the tax department of a CPA firm, or equivalent experience

--- Financial planning/wealth management acumen, judgment and experience

--- Proven client-facing experience with high net worth clients that have complex planning needs

--- Strong tax knowledge, general accounting experience

--- Experience in reviewing returns

--- Familiarity with online and print tax research resources

--- Strong analytical and organizational capabilities

--- Effective writing and tax research skills

--- Proficiency with Word, Excel, and Outlook

--- Detail-oriented with a high degree of accuracy

--- Excellent communication and listening skills

--- Client first attitude

--- A team player, collaborative, able to work with and through others

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity EmployerKeywords:CPA, CFP, Financial Planner, Tax Planner, Financial Tax Planner,

Keywords: Savant Capital Management, Rockford , Financial Planning and Tax Specialist, Accounting, Auditing , Rockford, Illinois

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