Director of Operations leading a team for Tax & Consulting at Savant Wealth Management. Shaping processes and fostering a people-first culture while driving efficiency and growth.
Responsibilities
Guide our 20+ person operations and administrative team, ensuring clarity, accountability, and collaboration across Tax & Consulting.
Serve as the operational lead for post-close M&A, ensuring smooth onboarding of new firms, people, and processes.
Drive process improvements and implement technology solutions that enhance efficiency and scalability.
Foster a people-first environment where communication flows, innovation is welcomed, and teams feel connected to our mission.
Work hand-in-hand with senior leadership and regional directors to align strategy, execution, and long-term goals.
Requirements
7–10 years of leadership experience in operations, professional services, or consulting (tax/financial industry experience is a plus, but not required).
Proven success leading cross-functional initiatives and navigating change.
A strategic problem solver who also loves rolling up their sleeves to execute.
Excellent communicator and relationship-builder, able to connect with executives and front-line team members alike.
Strong track record of building and leading high-performing teams.
Skilled in process improvement, systems implementation, and performance measurement.
Benefits
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.
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