Jobs · OTHR · Illinois

Supervisor, SABA - Barrington, IL

Savant Wealth Management · Barrington, IL · 1 mo ago
OTHR$90k–$130k/yrFull-time
We need to output only HTML fragment, with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate, navigation, legal, EEO, equal-opportunity, scam-warning, duplicated lines, application instructions. Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones. We need to parse the posting and extract sections. Let's identify content: - About the role: The first paragraph(s) describing role: "Help Build What's Next In Tax, Accounting & Advisory Are you a tax professional who enjoys developing people just as much as solving complex client challenges? Savant Accounting & Business Advisory is seeking a Supervisor to lead, coach, and support a talented team while serving as a trusted resource to clients and colleagues alike. In this role, you'll combine technical tax expertise with impactful leadership, helping team members grow while partnering with clients through meaningful tax, accounting, and business advisory engagements. If you're looking for an opportunity to make an impact, build relationships, and help shape the future of a growing team, we'd love to connect." Also later: "In this role, you can expect to focus in the following areas:" then bullet list. Thus About the role could be the introductory paragraph(s) before the bullet list. - Responsibilities: The bullet list after "In this role, you can expect to focus in the following areas:" includes many responsibilities: Lead, coach, and develop the team (with subpoints), Provide tax leadership and technical oversight (subpoints), Support accounting and business advisory services (subpoints), Connect tax work with the client’s broader financial picture (subpoints). Also "A couple things to note about our Supervisor, Savant Accounting & Business Advisory position:" includes work location, schedule, typical workweek, tax season expectations, transition opportunity, foundation, specialized client relationships, expanded capabilities. Some of those could be considered responsibilities or maybe other sections like Schedule, Benefits, etc. We need to separate sections: Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which content goes where. Qualifications: The posting has a "Qualifications" heading with bullet list of required qualifications. Preferred Qualifications also present. Skills: Could be derived from qualifications (proficiency with software, tax research, etc.) but we may combine. Benefits: There's a section "Our Total Rewards" with details: base salary range, incentive compensation, core benefits, financial & long-term rewards, time away & flexibility, well-being & everyday perks. Also "We’re happy to share more details about our benefits and total rewards during the hiring process." Pay: The base salary range $90,000 - $130,000. Schedule: Work location, schedule Monday-Friday 8-5, typical workweek 40 hours, tax season 50-60 hours. We need to avoid duplication. Also need to remove boilerplate like "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". Also remove "Take your career to new heights, apply today!" etc. Also remove duplicated lines. We need to output only HTML fragment, no /, no markdown fences. We need to decide which sections to include. Must have real specific content. Let's extract: About the role: Intro paragraph(s) before bullet list. Responsibilities: The bullet list under "In this role, you can expect to focus in the following areas:" plus maybe the sub-bullets. Qualifications: The list under "Qualifications The Supervisor, Savant Accounting & Business Advisory position typically requires the following qualifications:" plus bullet list. Preferred Qualifications could be part of Qualifications or separate but we can include as part of Qualifications (maybe as a sublist). However we need to avoid too many thin sections. Could combine required and preferred under Qualifications. Skills: Could be derived from qualifications (proficiency with Microsoft Word, Excel, Outlook, tax analysis software, familiarity with online and print tax research resources, strong organizational skills, attention to detail, ability to remain composed, collaborative client-first approach, positive demeanor). But these are already in qualifications. Perhaps we can have a Skills section summarizing those. However the instruction: Prefer a few substantive sections over many thin ones. So maybe we omit Skills and include those in Qualifications. Benefits: The "Our Total Rewards" section includes benefits details. We'll create Benefits section with bullet list of benefits. Pay: The base salary range. Schedule: Work schedule details. We also have work location; could be included in Schedule or maybe as a note. But location is not schedule; but we could put location in Schedule section or maybe in About the role? The instruction: Use headings for Schedule only if posting actually states them. It does state schedule: Monday through Friday, generally 8:00 a.m. to 5:00 p.m.; typical workweek: Approximately 40 hours during much of the year; Tax season expectations: Approximately 50 to 60 hours per week during tax season. Also work location: 1300 S. Grove Ave., Suite 201, Barrington, IL 60010. Could be part of Schedule or maybe a separate "Location" but we don't have a heading for location. Could include location in Schedule section as a note. We must not create Pay/Schedule/Benefits sections unless posting actually states them. It does state Pay (salary range), Benefits (details), Schedule (hours). So we include those. Now we need to ensure we don't include filler like "commensurate with experience", "not specified", etc. Not present. Now we need to format. We'll output something like:

    About the role

    ... intro paragraph(s) ...

    Responsibilities

    • Lead, coach, and develop the team
      • Provide day-to-day leadership, training, coaching, and oversight for Staff Accountants, Senior Accountants, Tax Interns, and other team members.
      • Create clear expectations and help team members understand how their work contributes to client and organizational success.
      • Support professional growth through timely feedback, ongoing coaching, and meaningful development conversations.
      • Set challenging but realistic goals that align with team and organizational priorities.
      • Help maintain an environment where team members are informed, engaged, supported, and accountable.
      • Foster a collaborative culture that values strong relationships, open communication, continuous improvement, and shared success.
    • Provide tax leadership and technical oversight
      • Review moderate to complex individual income tax returns, as well as fiduciary, partnership, and corporate returns.
      • Review tax analyses and help identify planning and consulting opportunities.
      • Research complex tax transactions and technical topics, then communicate findings clearly to clients and colleagues.
      • Remain current on tax and industry developments and help the team consistently apply new guidance.
      • Provide tax expertise to clients and professionals across the firm.
      • Support the implementation of proactive tax planning and consulting strategies.
      • Communicate proactively with clients and internal team members throughout the engagement process.
    • Support accounting and business advisory services
      • Review monthly financial statements, bank reconciliations, payroll processing, journal entries, and related accounting work.
      • Review quarterly and annual compliance reports.
      • Support managers and participate in client meetings as needed.
      • Help the team deliver connected accounting, tax, payroll, consulting, and business advisory support to healthcare practice owners.
    • Connect tax work with the client’s broader financial picture
      • Gather, organize, and synthesize financial and tax information needed to support client planning.
      • Review financial statements, tax returns, estate planning documents, and other relevant client information.
      • Review and deliver analyses involving tax, Social Security, insurance, stock options, Roth conversions, pensions, and other planning considerations.
      • Collaborate across disciplines to help clients make informed decisions about their businesses and personal financial lives.
    But note: The instruction: Use
    • for any list of duties/requirements/benefits, and

      for prose. It didn't forbid nested lists, but we could flatten. However nested lists are still

      • . It's okay. But we need to avoid too many thin sections. This is okay. Now Qualifications section:

        Qualifications

        • Bachelor’s degree in accounting or a related field from an accredited college or university
        • Four to eight years of experience in the tax department of a CPA firm, or equivalent experience
        • Experience reviewing individual and business tax returns
        • Demonstrated ability to lead, coach, and mentor others
        • Strong tax research, writing, and technical communication skills
        • Proficiency with Microsoft Word, Excel, and Outlook, as well as tax analysis software
        • Familiarity with online and print tax research resources
        • Strong organizational skills and attention to detail
        • Ability to remain composed and communicate effectively during high-volume or complex situations
        • Collaborative, client-first approach with the ability to work effectively with and through others
        • Consistently positive, approachable, and professional demeanor
        Maybe also include Preferred Qualifications as part of Qualifications (maybe as a note). Could add a subheading? But we shouldn't create extra headings unless needed. Could add a note: "Preferred qualifications include: Active CPA license or progress toward CPA licensure, Enrolled Agent designation, Master’s degree in taxation or another relevant advanced degree, CFP® certification or Series 65 registration, Experience reviewing financial planning analyses, Prior experience supporting healthcare professionals, private practices, or other closely held businesses." Could be included as another
          under Qualifications or as a separate

          . Probably better to add as a second list under Qualifications with a note "Preferred qualifications:" but that would be a heading inside? Not needed. We can just add another

            with a preceding

            stating "Preferred qualifications:" but that would be prose. That's okay. But we need to avoid too many thin sections. Adding a second list under Qualifications is fine. Now Benefits section: We need to extract benefits details: From "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 $90,000 - $130,000. 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." Then "Core Benefits (Effective Day One)" list: Medical, dental, and vision coverage with multiple plan options; Health Savings Account (HSA) or Flexible Spending Account (FSA); Company-paid life insurance

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