Tax & Consulting Administrative Supervisor - Cedar Rapids, IA

Are you a detail-oriented powerhouse who thrives in a fast-paced, client-focused environment? At Savant, we’re looking for a passionate Tax Administrative Supervisor to play a vital role in supporting our Tax Team and broader Wealth Strategy division. This is more than a support role — it’s your chance to drive meaningful impact by keeping operations seamless, clients informed, and the team empowered. If you're someone who values excellence, loves solving problems, and gets energized by both people and process, this could be the perfect fit.

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Tax Administrative 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 Tax Administrative Supervisor position:

• This position can be based in either our Cedar Rapids or Iowa City offices. You will need to travel between the two offices weekly to meet with your team.
• This position requires in-person support.
• Typical office hours outside of tax season are Monday-Friday, 8:00AM-5:00PM. During tax season, from Jan.-April, you can expect to work an average of 55-60 hours per week including Saturday's.

The Tax Administrative Supervisor  position typically requires the following qualifications:

• Education: High School Diploma or its equivalent, some college preferred
• Experience:  5 years progressive success in a similar role preferably in a financial services firm, accounting firm, or a related industry
• Ability to deal with all levels of personnel as well as clients in a courteous and efficient manner and exercise discretion on confidential matters
• Proficiency with Word, Excel, Outlook, and PowerPoint
• Strong organizational skills required. Candidate needs to balance the needs of different timetables.
• Excellent analytical and project management skills required
• Must be organized, meticulous, detail-oriented and able to multitask
• Excellent communication and listening skills
• Client first attitude
• Team player, collaborative, able to work with and through others
• Previous experience with professional tax preparation software, such as Thompson Reuters Ultra Tax a plus

Why Join Us?

• We are a growing, fee-only, independent, majority employee-owned RIA.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
• We help our clients reach their ideal futures.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.

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 is $23.50 - $31.55. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. We also offer a comprehensive benefits package designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• Comprehensive Benefits Package 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 Fridays.
• Personal Leave: Don’t stress with the opportunity for up to four weeks of leave for extenuating circumstances that may not qualify for FMLA.
• Parental Leave: Enjoy those first few weeks with your growing family. All parents welcoming a child into their home will receive four weeks of paid parental leave. Birth Parents will receive a total of 10 weeks when combined with their medical recovery leave.
• Bereavement Pay: During these difficult times, we recognize the emotional impact and offer leave time of up to 2 week’s for employees who experience a loss of a spouse or child.
• Professional Development Paid Time: Invest in your lifelong learning and excellence.  through professional development. Employees receive two paid days per test for covered certifications or registrations.
• PTO Pool: We support each other! Any unused PTO can be donated for employees to utilize for serious medical situations involving themselves as well as an immediate family member.
• 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: Be celebrated with 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.