Seasonal Tax Admin Specialist - Dover, DE

Want to make an impact this tax season? Our Tax Team is looking for a Seasonal Tax Admin Specialist who loves communication, teamwork, and keeping things organized.

The Seasonal Tax 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. 

The Seasonal Tax Admin Specialist 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 Seasonal Tax Admin Specialist 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 SafeSend
• Assist clients with SafeSend 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

Tax & Business Services

• 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

A couple things to note about our Seasonal Tax Administrative Specialist position:

• This is a temporary six month seasonal role to support Tax Season needs.
• The position is based in our Dover, DE office.
• It’s a hourly opportunity working Monday through Friday, 8:00 a.m. to 5:00 p.m. (40 hours per week).
• This role is 100% in-office.

The Seasonal Tax Administrative Specialist position typically requires the following qualifications:

• High School Diploma or its equivalent, some college preferred
• 1-3 years work experience in an administrative support role preferably in a financial services firm, accounting firm, or a related industry

Compensation:

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 $20 - $25/hr. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions.

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

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.

Salary : $20 - $25