Admin Specialist, Tax & Consulting

Savant Wealth Management; Plymouth (MI); Presencial; USD 29.000 - 37.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision coverage

401(k) with company match

Paid time off

Descripción de la vacante

Savant Wealth Management is seeking an Admin Specialist to support the Tax Team in-person at the Plymouth, MI office (also serving as needed for Rockford, IL or St. Charles, IL). The role involves clerical duties, client communications, and coordinating tax-related tasks to ensure timely and accurate processing.

You will manage filing, document uploads, scheduling, and preparation of tax-related correspondences, while maintaining a collaborative and service‑oriented environment.

Formación

• High School Diploma or equivalent required; some college preferred.
• 1-3 years of administrative support experience, ideally in financial services or related field.

Responsabilidades

• Answer phone calls and emails promptly with professional communication.
• Assist with tax season activities and client information tracking.
• Prepare communications, invoices, and engagement letters for planning projects.
• Schedule meetings based on staff and room availability and assist with CE seminars or webinars.
• Maintain filing systems, electronic and physical, and upload documents to client portals.

Conocimientos

Administrative support

Phone & email communication

Document management

Educación

High School Diploma or equivalent

Herramientas

Microsoft Office

Descripción del empleo

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 as described. This role supports the Tax Team as a whole and may focus more in one particular area, such as financial planning, wealth transfer, and/or tax and business services.

In this role, you can expect to focus in the following areas:

• Exhibit polite and professional communication while promptly answering phone calls and email messages, and notifies 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 their return progress
• Carry out administrative duties such as filing, typing, copying, binding, scanning etc.
• 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 to be delivered 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 SafeSend system and uploading of documents
• Upload Invoices to clients Portal and/or Safesend for payment
• Organize continuing education (CE) seminars and webinars
• Setup 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
• Maintains supplies inventory by checking stock to determine inventory level, anticipating needed supplies, and informing appropriate parties to request supplies
• 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 we have the appropriate supplies on hand to scheduling tax appointments and conducting tax intake meetings, as appropriate
• Maintain tracking of client information deemed necessary by supervisor, including such items as outstanding issues, due dates, data needed, logistics of tax return delivery, complexity of returns, etc.
• 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 final tax return product to deliver to clients via paper or electronic
• Perform other duties as requested
• Maintain team approach by assisting and filling in for others when necessary

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.
• The is a full-time hourly position working Monday - Friday 8:00am - 5:00pm. During tax season (approximately February 1 through April 15), the schedule increases to 40–50 hours per week to support seasonal workload demands.

Qualifications

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

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

The Perks

At Savant, we invest in our people—supporting both their well-being and long-term growth.

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

Our 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

We're happy to share more details about our benefits and total rewards during the hiring process.

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