Tax Data Entry Operations Support
Tax Data Entry Operations Support
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Job Description
Location:Avon OH (Onsite)
Industry:Wealth Management
Employment Type:FullTime
About the Role:
Our client is seeking a detailoriented and dependableTax Data Entry & Operations Supportteam member to join our growing wealth management firm. This is a behindthescenes role critical to the accuracy and efficiency of our operations particularly during tax season.
Key Responsibilities:
During Tax Season:
Enter high volumes of tax information accurately into theDrake Tax Software
Maintain strict confidentiality and data integrity
Meet internal deadlines and assist with any administrative tax support as needed
Outside of Tax Season:
Assist the operations team in preparing client review materials
Complete and process client paperwork and forms
Provide general administrative and backoffice support as needed
What Theyre Looking For:
Exceptional attention to detail accuracy is everything in this role
- Bachelors degree in related field is desired.
- Comfortable working with financial and personal data
Techsavvy with experience in Drake software a plus
Willingness to pitch in wherever needed a truejack of all trades
Teamoriented mindset no task is too small and collaboration is key
Prior experience in tax financial services or administrative support preferred
Why Join
Youll be part of a small but mighty team that values precision flexibility and a good sense of humor. They offer a supportive environment with opportunities to learn and grow within the firm.
Employment Type
Full Time
