Operations Specialist, Tax & Consulting

About the role

The Tax & Consulting Operations Specialist is a key driver of efficiency and excellence within Savant’s Tax & Consulting team. This role focuses on managing critical workflows, improving processes, supporting technology solutions, and ensuring teams have the tools and information needed to deliver exceptional service.

Responsibilities

• Own the client intake process, including the new client intake form, ensuring new clients are accurately added to the CRM and that updates to existing clients’ scope changes, billing changes, work added or removed are processed correctly and promptly.
• Own the quote process end-to-end, overseeing that quotes move through each stage on schedule and following up on stalled items.
• Maintain and continuously improve the firm's procedures manual, keeping documentation current as workflows and tools evolve.
• Build and maintain key operational reports, monitoring them closely throughout tax season to confirm engagements are progressing on schedule and escalating delays to leadership.
• Administer the firm's core business systems, managing employee onboarding, offboarding, and account updates as staffing and roles evolve.
• Monitor operational workflows, identifying bottlenecks or inefficiencies, and recommend adjustments to improve accuracy, speed, and scalability.
• Serve as a knowledgeable point of contact for internal staff, answering operational and systems questions, troubleshooting issues, and escalating concerns when needed.
• Conduct periodic reviews of system access and user permissions across the software stack to ensure appropriate data security and compliance.
• Absorb and assist with audits, compliance reviews, and documentation as needed.
• Participate in special projects and cross-functional initiatives as assigned.

Qualifications

• Education: High School Diploma or equivalent required; Bachelor’s degree in Business, Accounting, Finance, or related field from an accredited college or university preferred.
• Experience: 2-5 years of experience in an administrative or operations role, ideally including exposure to CRM administration, practice management systems, or IT/systems support. Experience with tax practice software (e.g. Thomson Reuters UltraTax, CCH Axcess) is a plus but not required.

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

Core Benefits

• 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
• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs
• 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
• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach