Seasonal Tax Admin

About the role

Join our team as a Seasonal Tax Admin, where you’ll play a key role in supporting our clients and team during tax season. You’ll help ensure a smooth, client-focused experience from January through April! The Seasonal Tax Admin is responsible for answering and directing incoming telephone calls, greeting visitors and clients, preparing client reports and maintaining contact with clients to provide service and obtain information while maintaining a positive and client centric approach.

Responsibilities

• Professionally answer and direct incoming telephone calls
• Professionally greet and assist visitors
• Deliver superior client service by troubleshooting problems, scheduling and organizing meetings, and serving as liaison between advisor and client as needed
• Seat and serve clients in the office for meetings
• Review Master Calendar daily to confirm upcoming appointments
• Operate computer to perform a variety of tasks
• Open, sort, and deliver incoming mail daily
• Inventory and print or order brochures and documents needed for client meetings
• Execute opening and closing procedures including phones, doors, and shredding client documents
• Ensure conference room and lobby areas meet Savant standards by stocking supplies and maintaining cleanliness of lobby, conference rooms, and kitchen throughout the day
• Inventory and order supplies for office
• Process UPS shipments, maintain a shipping log, and order shipping supplies
• Assemble and mail client mailings
• Maintain team approach by assisting and filling in for others
• Perform other duties as requested

Qualifications

• High School Diploma or equivalent
• 2 years proven success in an administrative support function, related to “front office” administration
• Proficiency in Word, Outlook, CRM software
• Must be organized, detail-oriented and able to multitask
• Client first attitude
• Effective written and verbal communication skills
• Team player, collaborative, able to work with and through others

Compensation

We take a market-based approach to compensation. The expected base salary range for this role is $21.50 - $30.00 an hour. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions.

Schedule

This is an hourly position with a Monday–Friday schedule, 8:00 a.m. to 5:00 p.m. (40 hours per week). This role is 100% in-office.

Additional details

This is a seasonal position supporting Savant’s tax season needs from January 2027 through April 30, 2027. We are seeking in-person seasonal administrative support at several Savant offices, including Rockford, IL; St. Charles, IL; Iowa City, Iowa; Cedar Rapids, Iowa; Dover, Delaware; Clinton, SC; and San Antonio, Texas.