Strategist Jobs in Beloit, WI (NOW HIRING)

As a member of the Tax Strategy Team, the Senior Tax Strategist supports the development and execution of tax strategies for high-net-worth clients, families, and business owners. This role assists in analyzing client situations, researching tax topics, preparing recommendations, and coordinating deliverables that integrate with clients’ overall financial goals.

The Senior Tax Strategist works in close collaboration with our tax advisors to ensure timely and accurate execution of tax strategies. This position may be client-facing in conjunction with a senior tax advisor, however it functions primarily in a supporting and collaborative capacity, providing the technical and analytical foundation for integrated wealth management solutions.

In this role, you can expect to focus in the following areas:

• Gather, organize, and review client tax and financial data, including tax returns, financial statements, and planning documents, to support tax strategy development.
• Assist in preparing tax strategy deliverables, such as projections, planning summaries, and tax impact analyses for tax advisors. 
• Review tax analysis performed by junior team members.
• Assist in training junior staff on tax planning and other software used by the team 
• Research federal and state tax issues, transactions, and planning opportunities, summarizing findings for internal and client use.
• Preparation of moderately complex individual, trust, partnership, foundation and corporate tax returns for accuracy and compliance, as needed.
• Assist with analyzing IRS and state notices, preparing draft responses for review.  Work directly with taxing authorities on resolving client tax issues.
• Coordinate with advisors and other internal teams to integrate tax strategies into broader client plans.
• Maintain accurate project tracking, documentation, and timely follow-up on assigned work.
• Contribute to process improvements and maintenance of tax research resources.

• Contribute to and support the creation of tax-related training or client content.
• Provide excellent client service in all interactions, whether directly or in support of senior team members.
• Maintain a collaborative, team-first approach by assisting colleagues during peak workload periods.

The Senior Tax Strategist position typically requires the following qualifications:

Education

• Bachelor’s Degree in Accounting, Finance, Business Administration, or related field from an accredited college or university (required)
• Active CPA or Enrolled Agent (EA) designation preferred (or currently pursuing)
• CERTIFIED FINANCIAL PLANNER™ certification a plus

Experience

• 4–7 years of experience in tax planning required 
• Experience with individual, trust, partnership, foundation and corporate tax returns preferred
• Exposure to high-net-worth client situations and related tax considerations
• Familiarity with tax research tools and resources

Skills

• Solid analytical and organizational skills with high attention to detail
• Effective written and verbal communication abilities
• Strong tax research capabilities
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook
• Collaborative team player with a client-first mindset

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 $79,000 - $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