Seasonal Tax Admin
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Savant
Rockford, IL, US
Summary
The Seasonal Tax Admin is responsible for managing front-office operations, including answering phones, greeting clients, and scheduling meetings. They also handle administrative tasks such as processing mail, maintaining office supplies, and ensuring the lobby and conference areas are professional.
Job Description
Job Details: Job Location: Multiple Locations - Rockford, IL, Position Type: Seasonal, Salary Range: $21.50 - $30.00Hourly, Travel Percentage: Negligible, Job Shift: Day, Job Category: Accounting, 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.
In the Seasonal Tax Admin position, you can expect to focus in the following areas:
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.
A couple things to note about our Seasonal Tax Admin position:
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.
Qualifications: The Seasonal Tax Admin position typically requires the following 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.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer
At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you.
Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans.
If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life.
Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Founded
1986
Company size
501-1,000 employees
Industry
Computers and Electronics Manufacturing
Org type
Privately Held
Headquarters
Rockford, IL
At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you.
Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans.
If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life.
Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Founded
1986
Company size
501-1,000 employees
Industry
Computers and Electronics Manufacturing
Org type
Privately Held
Headquarters
Rockford, IL