Savant Wealth Management · 8 hours ago
Admin Supervisor, Tax & Consulting - Dover, DE
Dover, DE
Full-time
Onsite
Senior Level
$23.50/hr - $31.55/hr
5+ years expSavant Wealth Management is a trusted advisor in financial services, and they are seeking an Admin Supervisor for their Tax Team. This role involves driving excellence in client service and team coordination while performing various administrative duties related to tax services and supporting the Wealth Strategy Team.
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
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
Qualification
Required
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
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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