Admin Specialist, Tax & Consulting - Cedar Rapids, IA

Socket.dev; Cedar Rapids (IA); On-site; USD 29,000 - 41,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Health Savings Account

Company-paid life insurance

Disability coverage

401(k) with match

Paid time off

Holidays

Summer hours

Parental leave

Wellness reimbursements

Job summary

Savant Capital LLC in Cedar Rapids, IA is seeking an administrative support role to handle client communications, document submissions, and general office duties. Responsibilities include managing phone and email inquiries, preparing correspondence and invoices, and supporting tax-season workflows within our advisory and tax teams.

The role requires a High School Diploma with 1–3 years in an administrative capacity, preferably in financial services.

Qualifications

• High School Diploma or equivalent; some college preferred.
• 1-3 years in administrative support, preferably in financial services or accounting.

Responsibilities

• Exhibit polite and professional communication while answering phone calls and emails.
• Notify staff of important information and status of client submissions.
• Prepare communications, memos, emails, invoices, and reports.
• Create and maintain filing systems, electronic and physical.
• Assist clients with Portal issues or questions regarding uploading documents.
• Upload invoices to clients' Portal or SafeSend for payment.

Skills

Communication

Phone support

Email management

Education

High School Diploma

Tools

Portal system

Job description

Job DetailsJob Location: Cedar Rapids IA - Cedar Rapids, IA 52401Position Type: Full TimeSalary Range: $21.50 - $30.00 HourlyJob Shift: Day

Responsibilities

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

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 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. 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.

All applicants must be authorized to work for ANY employer in the U.S. 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