Admin Specialist, Tax & Consulting - Cedar Rapids, IA

SAVANT; Cedar Rapids (IA); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with match

Paid time off

Savantiversary day

Summer hours

Employee assistance

Job summary

Savant is seeking an in-person Admin Specialist in Cedar Rapids, IA. This full-time hourly role supports the Tax Team with clerical tasks, client communications, and document management. The position requires strong organizational skills and 1–3 years in administrative support, preferably in financial services or accounting.

Typical hours are 8:00am–5:00pm, with increased workload during tax season. Benefits and total rewards accompany this opportunity to grow within a collaborative,

Qualifications

• Education: High School Diploma or equivalent; some college preferred.
• Experience: 1–3 years in administrative support, preferably in financial services, accounting or related industry.

Responsibilities

• Answer calls and emails with polite, professional communication.
• Keep staff updated on client information submission and return progress.
• Perform filing, typing, scanning, and general clerical tasks.
• Schedule meetings and prepare communications, memos, invoices, and reports.
• Maintain filing systems (electronic and physical).
• Assist clients with Portal issues and SafeSend processes.
• Set up new clients in Practice, UT, GFR.

Skills

Communication

Phone & email handling

Administrative support

Customer service

Education

High School Diploma or equivalent

Some college preferred

Job description

Job Details

Job Location: Cedar Rapids IA - Cedar Rapids, IA 52401

Position Type: Full Time

Salary Range: $21.50 - $30.00 Hourly

Job Shift: Day

Responsibilities

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.

Key Responsibilities

• 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 our Cedar Rapids, Iowa office.

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

This position typically requires the following 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.

Application Eligibility

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