Savant Wealth Management · 18 hours ago
Tax & Consulting Admin Specialist - Rockford or St. Charles, IL
St Charles, IL
Full-time
Onsite
Entry Level
$20/hr - $25/hr
1+ years expSavant Wealth Management is a trusted advisor in financial planning and wealth management, seeking a Tax & Consulting Admin Specialist to join their dynamic Tax Team. The role involves supporting financial planning, wealth transfer, and tax services through various administrative and clerical duties while maintaining strong communication with clients and team members.
ConsultingFinancial ServicesWealth Management
No H1B
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
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
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
Qualification
Required
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
Proficiency with Word, Excel and Outlook
Strong organizational skills required. Candidate needs to balance the needs of different timetables
Excellent analytical and project management skills required
Detail-oriented with a high degree of accuracy
Excellent communication and listening skills
Client first attitude
Team player, collaborative, able to work with and through others
Preferred
Previous experience with professional tax preparation software, such as Thompson Reuters Ultra Tax, strongly preferred
Benefits
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.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Brodeski
Founder & Chief Executive Officer
Recent News
Business Wire
2025-11-04
2025-09-10
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