Manager of Client Administration, Accounting & Business Advisory

The Client Administration Manager (CAM) is a key member of Savant's Accounting and Business Advisory— Client Administration team, responsible for delivering high-quality tax, accounting, and advisory services to clients. This role contributes to team performance, client satisfaction, and the ongoing execution of Savant's service standards and growth objectives.

This role leads the Client Administration function by overseeing team performance, capacity management, workflow execution, employee development, and operational consistency while ensuring administrative support services effectively support client service delivery, high-quality client experience and firm objectives.

In this role, you can expect to focus in the following areas:

Client Services / Client Experience

• Ensure consistent delivery of high-quality client experience across the Client Administration team.
• Support resolution of escalated client service and administrative issues.
• Partner with service line leaders to support client service objectives and administrative needs.
• Promote responsiveness, professionalism, and service excellence across administrative functions.
• Ensure administrative processes support efficient and positive client experience.

Administrative and Workflow Support

• Oversee workflow management, task completion, and administrative operations across the team.
• Monitor capacity utilization and workload distribution to ensure efficient resource allocation.
• Ensure adherence to firm workflows, procedures, documentation standards, and quality expectations.
• Identify workflow bottlenecks, operational risks, and process improvement opportunities.
• Partner with Operations and service-line leadership to support operational consistency and efficiency.
• Monitor key administrative performance indicators and drive continuous improvement.
• Support implementation of new systems, workflows, and operational initiatives.

Team & Operational Support

• Directly supervise Client Administration Specialists and Senior Client Administration Specialists.
• Conduct hiring, onboarding, coaching, performance management, and development activities.
• Establish team goals, expectations, and accountability standards.
• Manage staffing needs, resource planning, and workload balancing.
• Support employee engagement, retention, and career development.
• Foster collaboration and consistency across offices and administrative functions.
• Support the firm’s M&A integration efforts by onboarding and transitioning acquired-firm administrative staff onto SABA client-service standards, coordinating with the centralized M&A Integration team and the Regional Director of Partner Optimization.
• Lead administrative meetings, communications, and team initiatives.
• Support succession planning and future leadership development within the Client Administration team.

Leadership & Professional Expectations

• Provide direct leadership and supervision of the Client Administration team.
• Hold team members accountable for performance, quality, service standards, and professional conduct.
• Build a culture of ownership, accountability, collaboration, and continuous improvement.
• Develop team members through coaching, mentoring, and career development planning.
• Lead through change and support adoption of firm initiatives and operational improvements.
• Communicate effectively and transparently with team members and leadership.
• Promote the firm's One Team, One Vision philosophy and organizational values.
• Serve as a role model for professionalism, integrity, and service excellence.
• Contribute to operational scalability, consistency, and efficiency across SABA.

A couple things to note about our Manager of Client Administration position:

• This is an in-person salaried position.
• The schedule is Monday – Friday 8:00am – 5:00pm.
• During tax season (approximately February 1 through April 15), the schedule increases to 40–50 hours per week to support seasonal workload demands.

The Manager of Client Administration position typically requires the following qualifications:

Education

High School Diploma; Associate or Bachelor’s degree highly preferred

Experience

• 5+ years of administrative, client service, operations, workflow management, or related experience preferred
• Prior leadership, supervisory, or team management experience preferred
• Experience in an accounting, tax, financial services, legal, or professional services environment preferred, including managing workflow, capacity, and team performance.
• Experience training, mentoring, and supporting development of team members.

• Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
• Critical thinking, organized, detail-oriented, and able to multitask.
• Client first attitude
• Effective written and verbal communication skills
• Position requires a high level of confidentiality.
• Team player, collaborative, able to work with and through others.

What Sets Savant Apart

• Collaborative, integrated model across advisory, tax, and planning—no silos
• Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
• Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee-owned, giving our team a shared stake in our long-term success

Our Total Rewards

At Savant, we invest in our people—supporting both their well-being and long-term growth.

We take a market-based approach to compensation. The expected base salary range for this role is $88,000 - $132,000. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Core Benefits (Effective Day One):

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:

• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

• Generous paid time off, plus at least 10 paid holidays
• Annual “Savantiversary” day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:

• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

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