Admin Specialist, Tax & Consulting

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.

In this role, you can expect to focus in the following areas:

• 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 Safe Send
• Assist clients with Safe Send 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

• 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

• This is an in-person position based out of either our Rockford, IL, St. Charles, IL, or Plymouth, MI offices.
• 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.

• 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

• 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

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 salary range for this role is $21.00 - $27.00 with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and…