Admin Specialist, Tax & Consulting

About the role

As a member of the Tax Team, the Admin Specialist performs an array of clerical and administrative duties unique to an assigned area, as well as special activities. This role supports the Tax Team as a whole and may focus on areas such as financial planning, wealth transfer, and/or tax and business services. The Admin Specialist maintains high-level communication with team members, other teams like the Advisory Team, and clients while maintaining a positive, client-centric approach.

Responsibilities

• Exhibit polite and professional communication while promptly answering phone calls and email messages, and notifying staff members of important information.
• Communicate with Advisory on the status of clients’ information submission and return preparation.
• Communicate with clients on the status of their document submission and return progress.
• Carry out administrative duties such as filing, typing, copying, binding, and scanning.
• Schedule meetings based on staff and room availability.
• Prepare communications, such as memos, letters, emails, invoices, reports, and other correspondence.
• Create and maintain filing systems, both electronic and physical.
• Provide information by answering questions and requests.
• Make restaurant reservations or order food for team events.
• Assist with team mailings and maintain client mailing lists.
• Assist clients with Portal issues or questions regarding uploading documents.
• Post copies of Tax Returns to Portal and/or SafeSend.
• Assist clients with the SafeSend system and uploading of documents.
• Upload invoices to clients' Portal and/or SafeSend for payment.
• Organize continuing education (CE) seminars and webinars.
• Set up new clients in Practice, UT, GFR.
• Produce and mail engagement letters, quotes, invoices, tax organizers, and other mailings for planning projects, estate administration, and/or tax services.
• Maintain supplies inventory by checking stock, anticipating needed supplies, and informing appropriate parties.
• Contribute to team effort by accomplishing related results as needed.

Tax & Business Services

• Assist with the administrative side of tax season, including pre- and post-tax season activities such as ensuring appropriate supplies, scheduling tax appointments, and conducting tax intake meetings.
• Maintain tracking of client information deemed necessary by supervisor, including outstanding issues, due dates, data needed, logistics of tax return delivery, and complexity of returns.
• Participate in the implementation of software used to accomplish administrative functions.
• Assist with data gathering and scanning of tax and accounting source documents.
• Assist with the final tax return product delivery to clients via paper or electronic means.
• Perform other duties as requested.
• Maintain a team approach by assisting and filling in for others when necessary.

Requirements

• High School Diploma or its equivalent; some college preferred.
• 1-3 years of work experience in an administrative support role, preferably in a financial services firm, accounting firm, or related industry.

A Couple Things To Note About The Position

This is an in-person position based out of either our Rockford, IL, St. Charles, IL, or Plymouth, MI offices. It is a full-time hourly position working Monday - Friday, 8:00 AM - 5:00 PM. During tax season (approximately February 1 through April 15), the schedule increases to 40–50 hours per week to support seasonal workload demands.

Benefits

Total Rewards Core Benefits (Effective Day One)

• 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.

Financial & Long-Term Rewards

• 401(k) with company match (Roth and Traditional options).
• Team-based incentive opportunities and recognition program.

Time Away & Flexibility

• 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.

Well-Being & Everyday Perks

• Employee Assistance Program (EAP).
• Wellness reimbursements (e.g., gym memberships).
• Flexible “Dress for Your Day” approach.

Pay

The expected base salary range for this role is $21.00 - $27.00 per hour, with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

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.