Job Description
Description Lead Bold Change. Drive Operational Excellence. Empower High-Performing Teams. At
Savant Tax & Consulting , we’re not just managing complexity—we’re transforming it into opportunity. As our next
Director of Operations , you’ll sit at the strategic heart of our fast-growing organization, shaping the systems, people, and processes that power our success.
This is a high-impact leadership role for a seasoned operational expert with strong business acumen, a bias for action, and a passion for developing others. You’ll work alongside senior leaders and Regional Directors to streamline workflows, elevate team performance, and translate big-picture strategy into real-world results.
We're looking for an
active CPA or EA with a proven track record in operational leadership—ideally within the tax or financial services space—who’s ready to roll up their sleeves and build the infrastructure that fuels long-term growth. You’ll lead cross-functional initiatives, develop tools to monitor productivity, and create an environment where innovation, accountability, and continuous improvement thrive.
For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.
Position Summary The Director of Operations, T&C is responsible to lead the overall operations and administration functions within Savant Tax & Consulting (“Organization”). The Director of Operations, T&C works collaboratively with Tax & Consulting Regional Directors as well as other leaders and employees to ensure the short and longer-range strategic initiatives of the Tax & Consulting organization are met. This position requires a strong leader, with a proven record of operational acumen and excellence.
The Director of Operations, T&C can expect to focus in the following areas: - Manage and monitor operations relative to adjustments to structure, processes, systems and organizational capabilities;
- Take an active role in implementing organizational short and longer-range strategic initiatives to enhance efficiency, productivity, and team growth;
- Lead the overall development of the organization in the areas of performance planning, employee development and succession planning;
- Oversee organization policies and procedures;
- Actively participate as a member of the Leadership Team;
- Foster strong working relationships with Regional Directors and leaders to ensure cohesive and coordinated operations.
- Communicate effectively with all levels of the organization, providing clear and concise updates on operational performance and initiatives.
- Serve as a liaison between the tax team and other departments, facilitating collaboration and information sharing.
- Lead the development of staffing models to ensure the organization has the appropriate levels and skills within its employee workforce;.
- Lead the development of tools to track and monitor employee productivity
- Analyze and re-structure organization workflow to maximize efficiency;
- Actively participate in Tax & Consulting budgeting and financial statement review with Head of ST&C to ensure organization and department goals are met
- Collaborate with the Head of ST&C and Regional Directors to align operational goals with the overall business objectives
- Perform other duties as assigned.
Supervisory Responsibilities - Select, supervise, empower, coach, develop, and retain a team of qualified individuals through effective hiring, employee development, performance management, succession planning, and recognition.
- Develop and execute a clear succession plan for all key roles within the team, ensuring readiness and continuity in leadership positions.
- Collaborate with the Head of Savant Tax and Consulting Operations and Regional Directors to establish clear performance measures for the greater ST&C team and individual members, ensuring these metrics are thoroughly communicated and understood.
- Conduct regular discussions to review measures with direct staff, providing employees with specific feedback on their performance relative to expectations. Address areas for improvement promptly and celebrate achievements to motivate and reinforce successful outcomes, providing fair, constructive, and timely feedback.
- Align team objectives and individual performance metrics directly with organizational strategic goals, ensuring clear communication and understanding of how team efforts contribute to broader company success. Collaborate with leadership team to review greater ST&C performance relative to expectations.
- Oversee and lead administrative and operational staff, including hiring, assigning work, and recommending salary increases, promotions, transfers, demotions, or terminations.
- Maintain open and effective communication, ensuring that ST&C team members are informed, engaged, and aligned with firm updates and strategic changes.
- Actively engage in ongoing coaching, providing regular, constructive feedback and guidance to foster professional growth and improvement.
- Encourage innovation and continuous improvement by fostering an environment that welcomes new ideas, supports risk-taking, and drives towards enhanced operational effectiveness.
A couple things to note about our Director of Operations, T&C position: - This position is based out of our headquarters at 190 Buckley Drive in Rockford, IL.
- Typical office hours are Monday - Friday, 8:00AM - 5:00PM.
- During Tax season, from January - April, you can expect to work 55-60 hours per week.
Qualifications The Director of Operations, T&C position typically requires the following qualifications: Education - Bachelor’s degree in Business, Accounting, Finance or related field; advanced degree preferred;
- Active CPA or EA license
Experience - 5-10 years proven success in a similar leadership role within an organization of similar or larger size
- Experience within the tax or financial industry is a plus
Preferred Qualifications - Solid strategic thinker, problem solver and decision maker;
- Demonstrated ability to drive execution and results;
- Executive level communication skills—internal and external;
- Proven people leader, with strong coaching and mentoring skills;
- Networking and relationship building skills;
- Team player, with strong coaching and listening skills.
Why Join Us? - We are a growing, fee-only, independent, majority employee-owned RIA.
- We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
- We help our clients reach their ideal futures.
- Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.
The Perks At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $96,400 - $132,600
. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.
In addition to compensation. We also offer a comprehensive benefits package designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.
- Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
- Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
- Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
- Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
- Vision Insurance: Keep your eyes healthy with our vision insurance plan.
- Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
- Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
- 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
- Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays.
- Personal Leave: Don’t stress with the opportunity for up to four weeks of leave for extenuating circumstances that may not qualify for FMLA.
- Parental Leave: Enjoy those first few weeks with your growing family. All parents welcoming a child into their home will receive four weeks of paid parental leave. Birth Parents will receive a total of 10 weeks when combined with their medical recovery leave.
- Bereavement Pay: During these difficult times, we recognize the emotional impact and offer leave time of up to 2 week’s for employees who experience a loss of a spouse or child.
- Professional Development Paid Time: Invest in your lifelong learning and excellence. through professional development. Employees receive two paid days per test for covered certifications or registrations.
- PTO Pool: We support each other! Any unused PTO can be donated for employees to utilize for serious medical situations involving themselves as well as an immediate family member.
- Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
- Employee Recognition: Be celebrated with monetary awards through our recognition program.
- Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
- Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
- Exclusive Discounts: Take advantage of various discount programs for additional savings.
- Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
- Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
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.
Job Tags
Holiday work, Temporary work, Work experience placement, Summer work, Immediate start, Work visa, Flexible hours, Monday to Friday,