Savant Wealth Management

• Review individual and fiduciary income tax returns for federal and various state jurisdictions
• Review some corporate and partnership tax returns
• Prepare intermediate-to-complex tax returns
• Research tax issues as needed
• Prepare tax analysis and calculations related to tax adjustments for returns and estimates
• Assist with special projects and assignments as needed
• Assist with delivery of final tax return products to clients
• Perform other duties as requested
• Maintain a team-oriented approach by assisting and filling in for others when necessary

Seasonal Tax Reviewer

• Prepare accurate federal and state tax returns for individual, corporate, partnership, and fiduciary clients
• Support Savant’s Accounting and Business Advisory Team during the busy tax season
• Communicate clearly with tax professionals, advisors, firm leadership, and clients
• Address client needs and requests and attend client meetings as needed
• Complete returns and supporting documentation accurately and efficiently
• Use professional tax preparation, document management, and workflow software
• Become familiar with Savant policies and procedures
• Develop tax research skills
• Manage multiple priorities in a fast-paced, deadline-driven environment

Seasonal Tax Reviewer

Seasonal Tax Preparer