Seasonal Tax Admin

SAVANT; Plano (TX); On-site; USD 61,606,000 - 85,962,000; Full time

Job summary

Savant is hiring a Seasonal Tax Admin to support tax season in Plano, TX. The role is 100% in-office from January through April 2027, with a Monday–Friday 8:00 a.m. to 5:00 p.m.

schedule. You will handle calls, greet clients, prepare reports, and coordinate between clients and advisors to ensure a smooth, client-centric experience. Requirements include a High School Diploma and 2 years of front-office administrative experience, proficiency in Word, Outlook, CRM software, and strong

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

Responsibilities

• Answer and direct incoming telephone calls
• Greet and assist visitors
• Deliver superior client service and schedule meetings
• Serve as liaison between advisor and client
• Seat and serve clients in the office for meetings
• Review Master Calendar daily for upcoming appointments
• Open, sort, and deliver mail daily
• Inventory and print brochures for client meetings
• Open/close procedures including phones, doors, shredding documents
• Keep lobby and conference rooms clean and stocked

Skills

Administrative support

Front office

Customer service

Microsoft Word

Microsoft Outlook

CRM software

Multitasking

Communication skills

Team player

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 callsProfessionally greet and assist visitorsDeliver superior client service by troubleshooting problems, scheduling and organizing meetings, and serving as liaison between advisor and client as neededSeat and serve clients in the office for meetingsReview Master Calendar daily to confirm upcoming appointmentsOperate computer to perform a variety of tasksOpen, sort, and deliver incoming mail dailyInventory and print or order brochures and documents needed for client meetingsExecute opening and closing procedures including phones, doors, and shredding client documentsEnsure conference room and lobby areas meet Savant standards by stocking supplies and maintaining cleanliness of lobby, conference rooms, and kitchen throughout the dayInventory and order supplies for officeProcess UPS shipments, maintain a shipping log, and order shipping suppliesAssemble and mail client mailingsMaintain team approach by assisting and filling in for othersPerform 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.The Seasonal Tax Admin position typically requires the following qualifications:High School Diploma or equivalent2 years proven success in an administrative support function, related to “front office” administrationProficiency in Word, Outlook, CRM softwareMust be organized, detail-oriented and able to multitaskClient first attitudeEffective written and verbal communication skillsTeam player, collaborative, able to work with and through othersCompensationWe 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