Seasonal Tax Admin

Savant Wealth Management; Plano (TX); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Seasonal position

In-office role

Plano office locations

Job summary

Savant Wealth Management is seeking a Seasonal Tax Admin to support clients and staff during tax season. The role handles calls, greets clients, prepares reports, and coordinates meetings in a 100% in-office setting.

The position runs January 2027 through April 30, 2027, with a Monday–Friday, 8:00 a.m. to 5:00 p.m. schedule at multiple office locations, including Plano, TX. Prior admin experience and strong communication are preferred.

Qualifications

• High School Diploma or equivalent.
• 2 years proven success in an administrative support function.
• Proficiency in Word, Outlook, CRM software.
• Must be organized, detail-oriented and multitask.
• Client-first attitude and strong communication skills.

Responsibilities

• Answer and direct incoming telephone calls professionally.
• Greet and assist visitors and clients.
• Deliver superior client service and schedule meetings.
• Seat clients in the office for meetings and manage calendars.
• Open, sort, and deliver mail daily and maintain office supplies.
• Process shipments and assemble client mailings.
• Maintain lobby and conference room standards and assist others as needed.
• Perform other duties as requested.

Skills

Administrative support

Front office

Communication

Team player

Detail-oriented

Education

High School Diploma or equivalent

Tools

CRM software

Microsoft Word

Microsoft Outlook

Job description

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.

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.

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