Principal Tax Advisor responsible for client relationship management, tax return review and signing, staff development, and complex tax advisory services.
Compensation
$95,000- $125,000
Responsibilities
Maintain and grow a dedicated client portfolio
Develop deep, trusted advisor relationships with clients
Proactively identify and communicate tax planning opportunities
Conduct client meetings and presentations
Manage client expectations and ensure timely deliverables
Requirements
Active CPA license in good standing
Advanced degree (MST, LLM in Taxation) strongly preferred
We are seeking an experienced State and Local Tax (SALT)- Sales Tax Consulting Senior Manager to join our people‑centered, entrepreneurial public accounting firm. In this key role, you will help further develop and expand a dynamic SALT practice.
The Senior Staff Accountant, SABA is part of Savant’s Accounting & Business Advisory team and serves as a key partner in building long-term relationships with clients. In this role, you’ll deliver a combination of accounting, tax, and consulting services while taking increasing ownership of client relationships and day-to-day needs.
Responsibilities
Front-line preparation of tax returns (federal and state for individual, corporation, partnership, fiduciary)
Clear and timely communication with tax staff, advisors and senior level management
Develop a command of various software used for tax, paperless documents storage and workflow
Manage client needs and requests; attend client meetings, as needed
Responsible for preparing, reviewing, and managing individual, corporate, and partnership tax returns, supporting tax compliance through accounting tasks, and addressing complex tax issues as appropriate.
Responsibilities
Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed
Foster and develop meaningful client relationships, addressing tax issues and coordinating related entity filings
Perform detailed reviews and provide feedback to ensure high-quality work
Review quarterly and annual accounting procedures to support tax preparation
Analyze organizational structures for tax impacts and ensure accurate filings
Requirements
Bachelor’s degree in accounting or related field
Nice to have: experience with construction industry clients
Senior Associates support client engagements across a variety of industries and service lines, managing multiple engagements, providing technical guidance, training Associates, and collaborating with teams to deliver high-quality tax and accounting services.
Locations (4)
Sioux Falls, South Dakota, United States
Grand Forks, North Dakota, United States
Fargo, North Dakota, United States
Thief River Falls, Minnesota, United States
Responsibilities
Prepare individual, corporate, partnership, and other tax returns
Perform audits, reviews, compilations, and other assurance services
Prepare financial statements, related disclosures, and required reports
The estimated salary range for this position is $58,000 - $72,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance.
Responsibilities
Manage 1040 intake for individual clients, reviewing W-2s, 1099s, brokerage statements and K-1s to confirm each client’s document set is complete before it goes to the preparer.
Use tax software, scan-and-import tools, PDF tools, and AI tools (within firm policy) to process client documents, and review what those tools produce for accuracy.
Recognize the difference between a routine missing document and an issue that should be escalated to the preparer or reviewer.
Communicate directly with clients by phone and email regarding outstanding documents, deliverables, and general requests.
Deliver sales & use tax services including registrations and tax compliance, taxability decision matrix, voluntary disclosures, tax research, preparation of technical memorandums, drafting client correspondence, nexus studies, refund recovery studies, and assisting clients with handling state sales tax audits;
Demonstrate an understanding of complex tax and accounting concepts and effectively apply work experience and technical expertise to client situations;
Serve as a thought leader in the F&D SALT practice and keep abreast of new and changing developments that impact clients in the area of SALT;
Participate in staff recruiting and supervise, mentor and develop staff level team members;
Play a key role in new business generation and continued development of the client base within the F&D service groups by identifying client needs and service offerings;
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