Seasonal Tax Admin

Savant•Rockford, IL

5d•$22 - $30•Onsite

About The Position

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 calls Professionally greet and assist visitors Deliver superior client service by troubleshooting problems, scheduling and organizing meetings, and serving as liaison between advisor and client as needed Seat and serve clients in the office for meetings Review Master Calendar daily to confirm upcoming appointments Operate computer to perform a variety of tasks Open, sort, and deliver incoming mail daily Inventory and print or order brochures and documents needed for client meetings Execute opening and closing procedures including phones, doors, and shredding client documents Ensure conference room and lobby areas meet Savant standards by stocking supplies and maintaining cleanliness of lobby, conference rooms, and kitchen throughout the day Inventory and order supplies for office Process UPS shipments, maintain a shipping log, and order shipping supplies Assemble and mail client mailings Maintain team approach by assisting and filling in for others Perform 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.

Requirements

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
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.

Responsibilities

Professionally answer and direct incoming telephone calls
Professionally greet and assist visitors
Deliver superior client service by troubleshooting problems, scheduling and organizing meetings, and serving as liaison between advisor and client as needed
Seat and serve clients in the office for meetings
Review Master Calendar daily to confirm upcoming appointments
Operate computer to perform a variety of tasks
Open, sort, and deliver incoming mail daily
Inventory and print or order brochures and documents needed for client meetings
Execute opening and closing procedures including phones, doors, and shredding client documents
Ensure conference room and lobby areas meet Savant standards by stocking supplies and maintaining cleanliness of lobby, conference rooms, and kitchen throughout the day
Inventory and order supplies for office
Process UPS shipments, maintain a shipping log, and order shipping supplies
Assemble and mail client mailings
Maintain team approach by assisting and filling in for others
Perform other duties as requested