Tax Admin Specialist — Client Services & Data Management

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

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,