Admin Supervisor, Tax & Consulting - Dover, DE

Savant Wealth Management • Dover, DE

87d • $23 - $31

About The Position

As an Admin Supervisor on our Tax Team, you’ll help drive excellence in client service and team coordination while supporting key areas within our tax services. As a member of the Tax Team, the Admin Supervisor performs an array of clerical and administrative duties, unique to an assigned area, as well as special activities as described. This role supports the Wealth Strategy Team as a whole and may focus more in one particular area, such as financial planning, wealth transfer, and/or tax and business services. The Admin Supervisor maintains a high level of communication with members of the team, with other teams such as the Advisory Team, in addition to our clients; all while maintaining a positive and client centric approach. The Admin Supervisor promotes client satisfaction, integration, and best practices among the administrative team and throughout Savant as a whole.

Requirements

• High School Diploma or its equivalent, some college preferred
• 5 years progressive success in a similar role preferably in a financial services firm, accounting firm, or a related industry

Responsibilities

• 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
• Create opportunities for success for the tax team by identifying situations that require specialized communication with Clients and Advisory and designing that communication
• Assist clients with Software and Portal issues or questions regarding uploading documents
• Coordinate with the Director of Ops and Tax Executive Team to standardize, monitor, and update Administrative policies and processes across all regions
• Post copies of Tax Returns to Portal and or SafeSend
• Assist clients with SafeSend system and uploading of documents
• Create and maintain filing systems (electronically)
• Upload Invoices to clients Portal and/or Safesend for payment
• Provide information by answering questions and requests
• Maintain client mailing lists (GFR & Excel Spreadsheets)
• Use knowledge of department procedures, to prepare routine correspondence, documentation, forms, notices or reports
• Organize continuing education (CE) seminars and webinars
• Contribute to team effort by accomplishing related results as needed
• Set up new clients in Practice, UT, GFR
• Send Tax Quotes and maintain New Client List tracking lists
• Along with Director of Operations, oversee the administrative side of tax season, including pre- and post-tax season activities
• Train new hires on all processes and procedures as approved and outlined in most updated procedure manual
• Supervise and mentor administrative staff by providing information, educational opportunities, and experiential growth opportunities
• Facilitate the development and communication of best practices to the Tax Admin team
• Triage situations with advisors and clients and propose messaging and solutions
• Track meetings and communications that are required each year to assist in the success of tax season
• Coordinate and supervise the work of other team members to improve efficiency
• 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.
• Assist with final tax return product to deliver to clients via paper or electronic
• Assist with tax return input, as needed
• Become proficient in payroll processing, as needed
• Support the accounting team by performing bank reconciliations, as needed
• Perform other duties as requested
• Maintain team approach by assisting and filling in for others when necessary

Benefits

• Immediate access to a robust benefits package starting on your first day of employment
• Choice of Medical Plans: Select from two medical plans tailored to fit your needs
• Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses
• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health
• Vision Insurance: Keep your eyes healthy with our vision insurance plan
• Company-Paid Life & AD&D Insurance: Fully covered basic life insurance and accidental death & dismemberment benefits
• Company-Paid Disability Coverage: Short-term and long-term disability plans
• 401(k) with Company Match: Roth and Traditional 401(k) plans, featuring a per pay period company match
• Generous Paid Time Off: PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and shorter work weeks with Summer Hours
• Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay
• Dress for Your Day: Wardrobe flexibility based on office culture, client expectations, and your daily schedule
• Employee Recognition: Monetary awards through our recognition program
• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities
• Employee Assistance Program: Access support through our Employee Assistance Program
• Exclusive Discounts: Various discount programs for additional savings
• Wellness Reimbursements: Reimbursement for gym memberships and other wellness programs
• Additional Perks: Reimbursement for warehouse club memberships and an allowance for Savant Swag

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees