Job Description

Join to apply for the Tax and Consulting Regional Director role at Savant Wealth Management 2 weeks ago Be among the first 25 applicants Join to apply for the Tax and Consulting Regional Director role at Savant Wealth Management Step into a high-impact leadership role as Regional Director of Tax and Consulting , where you'll drive the success of Savant’s regional tax, accounting, and business services while inspiring and developing a talented team. If you're passionate about creating exceptional client experiences and building strong, efficient operations, this is your opportunity to lead with purpose and vision. The Regional Director of Tax and Consulting oversees Savant’s regional Tax & Business service offering including accounting, tax, payroll, and business consulting services in addition to monitoring the daily production of Tax & Consulting client deliverables, and establishing department processes, procedures, and protocols. The Regional Director of Tax and Consulting is also responsible for mentoring and developing team members and encouraging an environment conducive to Savant’s client centric approach. 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 Regional Director of Tax and Consulting can expect to focus in the following areas: Manage, lead, and guide the Tax & Consulting Team with clear expectations and a roadmap for success Train, mentor and develop staff in a highly interactive team environment Review complex individual, trust, partnership and corporate tax returns Oversee the monthly accounting/financial statement preparation/payroll activities of the firm Develop and maintain compensation models for multi owner entities Understand and explain retirement plan options for various entities Maintain professional licenses and designations Provide research and analysis for complex tax transactions & topics, and communicate results Participate in federal and state tax examinations Ensure that tax advice and support provided via the Wealth Strategy Team is compliant with Federal and State statutes and is consistent with company policies Evaluate staffing needs and how best to fulfill those needs Utilize previous experience and unique abilities to help define and refine the strategic direction of the Team Develop and implement the Strategic Plan and OKRs for the Tax & Consulting Team Align departmental policies and procedures with corporate goals and objectives Act as a catalyst for new Tax & Consulting initiatives and the development of new products and deliverables Provide high net worth clients with strategic and proactive tax & business service strategies Design, administer and monitor Tax & Consulting programs to deliver an exceptional product and service to our clients Oversee fee-only tax & business service engagements (from engagement letter to billing), as appropriate Review and analyze new products, models, software, and vendors Facilitate communication and responsiveness between the Team and other internal and external teams Manage regional budget for the Tax & Consulting Team Assist the Managing Director, T&C on strategic planning and budgeting for department Manage engagements through a teaming structure, leveraging resources appropriately and developing a team that will enhance the client experience Facilitate educational and training opportunities for the Team Assist in Integrating staff acquired via acquisitions and tuck-ins Maintain a culture of continuous improvement Performs other duties as requested Maintain team approach by assisting and filling in for others Supervisory Responsibilities Champion a constructive culture and lead by example to promote an environment where employees are accountable, motivated by success, supported in taking initiatives, and are recognized for their achievements. Regularly engage with team members to ensure that cultural values are integrated into daily operations and decision-making processes, enhancing overall engagement and team cohesion. Select, supervise, empower, coach, develop, and retain a team of qualified individuals through effective hiring, employee development, performance management, succession planning, and recognition. Align team objectives and individual performance metrics directly with organizational strategic goals, ensuring clear communication and understanding of how team efforts contribute to broader company success. Collaboratively set challenging but realistic goals aligned with departmental and organizational objectives. Work with employees on a plan to achieve their goals. Oversee and lead staff, including hiring, assigning work, and recommending salary increases, promotions, transfers, demotions, or terminations. Maintain open and effective communication, ensuring that team members are informed, engaged, and aligned with firm updates and strategic changes. Actively engage in ongoing coaching, providing regular, constructive feedback and guidance to foster professional growth and improvement. When managing subordinate supervisors, provide leadership, guidance, and resources needed to ensure they are effective in their management roles. Model exemplary conduct by consistently upholding the highest ethical and legal standards, and actively promote adherence to Savant’s policies, procedures, and core values. A couple things to note about our Regional Director of Tax and Consulting position: This position will be based out of our St. Charles or Rockford, IL office. This role requires travel 30% of the time. The Regional Director of Tax and Consulting position typically requires the following qualifications: Bachelor’s Degree in Business Administration, Finance, Accounting or related field from an accredited college or university Master’s in Taxation or other master’s degree in a related field preferred Active CPA license or EA license 10+ years proven success in the tax and/or financial services industry, management experience a plus 10+ years of individual and entity tax review experience Proven success in developing staff and managing a regional business. 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 collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service. Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities. The Perks At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth . We take a market-based approach to compensation. The expected base salary range for this role nationally is $173,000 – 230,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits. In addition to compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process. Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment. Choice of Medical Plans: Select from two medical plans tailored to fit your needs. Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses. Flexible Dental Coverage: Choose between two dental plan options for optimal oral health. Vision Insurance: Keep your eyes healthy with our vision insurance plan. Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits. Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans. 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match. Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours. Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments. Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule. Employee Recognition: Enjoy monetary awards through our recognition program. Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it. Exclusive Discounts: Take advantage of various discount programs for additional savings. Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy. Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag. 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. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Consulting, Information Technology, and Sales Referrals increase your chances of interviewing at Savant Wealth Management by 2x Get notified about new Consulting Director jobs in St Charles, IL . 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Job Tags

Full time, Temporary work, Work experience placement, Summer work, Work at office, Immediate start, Work visa, Flexible hours,

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