Tax & Consulting Administrative Supervisor - Cedar Rapids, IA

Savant Wealth Management; Cedar Rapids (IA); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Tax Administrative Supervisor to join their dynamic team in Cedar Rapids. This role is pivotal in ensuring smooth operations within the Tax Team and Wealth Strategy division, focusing on client engagement and team empowerment. Candidates should possess strong organizational and communication skills, with a client-first attitude. The firm values excellence and integrity, fostering a collaborative culture that supports professional growth. If you thrive in a fast-paced environment and are passionate about client service, this opportunity could be your next career move.

Benefits

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Parental leave

Wellness reimbursements

Employee recognition

Team incentives

Discounts

Qualifications

• 5+ years of experience in a similar role, preferably in financial or accounting firms.
• Ability to communicate effectively with all levels of personnel and clients.

Responsibilities

• Provide professional communication and support to clients and staff.
• Oversee administrative aspects of tax season and mentor staff.

Skills

Detail-oriented

Communication skills

Organizational skills

Analytical skills

Project management

Client-first attitude

Education

High School Diploma

Some college preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Ultra Tax

Job description

Join to apply for the Tax & Consulting Administrative Supervisor - Cedar Rapids, IA role at Savant Wealth Management

Are you a detail-oriented professional who thrives in a fast-paced, client-focused environment? Savant is seeking a passionate Tax Administrative Supervisor to support our Tax Team and Wealth Strategy division. This role involves ensuring seamless operations, keeping clients informed, and empowering the team. If you value excellence, enjoy solving problems, and are energized by people and processes, this could be your ideal opportunity.

For over 30 years, Savant Wealth Management has provided wise counsel to individuals, families, and businesses. As a fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services, along with corporate accounting, tax preparation, payroll, and consulting. Our mission is to serve clients with skill, passion, and integrity, driven by collaboration, innovation, and a commitment to doing what’s right. We foster a culture rooted in strong values—excellence, integrity, lifelong learning, respect, growth, and servant leadership.

Key Responsibilities of the Tax Administrative Supervisor:

1. Provide polite and professional communication, promptly answering calls and emails, and notifying staff of important information.
2. Communicate with Advisory regarding clients’ information submission and return preparation status.
3. Engage with clients about their document submission and return progress.
4. Create opportunities for success by designing specialized communication strategies for clients and Advisory.
5. Assist clients with software and portal issues related to uploading documents.
6. Coordinate with leadership to standardize and update administrative policies across regions.
7. Post copies of Tax Returns to portals or SafeSend.
8. Support clients with SafeSend and document uploads.
9. Create and maintain electronic filing systems.
10. Upload invoices for payment processing.
11. Respond to inquiries and requests with accurate information.
12. Maintain client mailing lists and documentation.
13. Prepare routine correspondence, forms, notices, or reports based on department procedures.
14. Organize continuing education seminars and webinars.
15. Contribute to team efforts and accomplish related results.
16. Set up new clients in practice management systems and maintain tracking lists.

Additional Duties in Tax & Business Services:

1. Oversee administrative aspects of tax season, including pre- and post-season activities.
2. Train new hires on processes and procedures.
3. Supervise and mentor administrative staff.
4. Develop and communicate best practices within the team.
5. Manage situations with advisors and clients, proposing messaging and solutions.
6. Track meetings and communications essential for tax season success.
7. Coordinate and supervise team workflows to improve efficiency.
8. Maintain detailed tracking of client information and issues.
9. Assist with final tax return delivery and input as needed.
10. Proficiency in payroll processing and supporting the accounting team is a plus.
11. Perform other duties as assigned, supporting team collaboration.

Position Details:

• This role can be based in Cedar Rapids or Iowa City, requiring weekly travel between offices.
• In-person support is required.
• Typical hours outside tax season are Monday-Friday, 8:00 AM-5:00 PM. During tax season (Jan-April), expect 55-60 hours/week including Saturdays.

Qualifications:

• High School Diploma or equivalent; some college preferred.
• At least 5 years of progressive experience in a similar role, preferably in financial or accounting firms.
• Ability to communicate effectively with all levels of personnel and clients, exercising discretion on confidential matters.
• Proficiency in Word, Excel, Outlook, and PowerPoint.
• Strong organizational, analytical, and project management skills.
• Meticulous, detail-oriented, and capable of multitasking.
• Excellent communication and listening skills.
• Client-first attitude and team-oriented mindset.
• Experience with professional tax software like Ultra Tax is a plus.

Why Join Us?

• We are a growing, fee-only, independent, majority employee-owned RIA.
• We foster a culture of collaboration, innovation, and excellence.
• We are dedicated to helping clients reach their goals.
• Our core values include excellence, integrity, lifelong learning, respect, growth, and servant leadership.

Perks and Benefits:

• Competitive salary range: $24.00 - $31.00/hour, based on experience and location.
• Comprehensive benefits starting Day One, including health, dental, vision, life, disability, 401(k), paid time off, parental leave, and more.
• Additional perks such as wellness reimbursements, employee recognition, team incentives, and discounts.
• Support for professional development and work-life balance.

Apply today to take your career to new heights! All applicants must be authorized to work in the U.S. without sponsorship. We are not accepting unsolicited resumes from agencies.

Savant Capital LLC is an Equal Opportunity Employer.