Admin Supervisor, Tax & Consulting - Dover, DE

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.

The Admin Supervisor can expect to perform the following duties:

• 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
  
  

Tax & Business Services

• 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
  
  

A couple things to note about our Admin Supervisor position:

• This position is based out of our office in Dove, DE.
• This is a full-time hourly position working Monday – Friday 8:00am – 5:00pm.
  
  

The Admin Supervisor Typically Requires The Following Qualifications

• 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
  
  

Why Join Us?

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere —“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.

Our Vision: Transform personal and financial dreams into goals and goals into reality.

Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.

Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership

The Perks

At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $23.50 - $31.55. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.

• Benefit Eligibility on Day One: Enjoy 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 & Wellness Accounts: Opt for a 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: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
• Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
• Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
• Employee Recognition: Enjoy 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 whenever you need it.
• Exclusive Discounts: Take advantage of various discount programs for additional savings.
• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
  
  

Take your career to new heights, apply today!

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.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.