Jobs · Accounting · Texas

Seasonal Tax Admin

Savant Wealth Management · Plano, TX · 1 mo ago
Accounting$21.5–$30/hrTemporary

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! 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 Iowa City, Iowa; Cedar Rapids, Iowa; Dover, Delaware; and Plano, Texas. 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.

Responsibilities

  • Answer and direct incoming telephone calls
  • 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
  • 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

Pay

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

Monday–Friday, 8:00 a.m. to 5:00 p.m. (40 hours per week).

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