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.

This position will be based out of one of Savant's Tax & Consulting office locations in: Rockford, IL; St. Charles, IL; Cedar Rapids, IA; Iowa City, IA; Dover, DE; Lewes, DE; Plano, TX; Dallas, TX; or San Antonio, TX.

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.
• This position will be based out of one of Savant's Tax & Consulting office locations in: Rockford, IL; St. Charles, IL; Cedar Rapids, IA; Iowa City, IA; Dover, DE; Lewes, DE; Plano, TX; Dallas, TX; or San Antonio, TX.
• 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.