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! 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).