Administrative Assistant/Tax Processor

OhioX; Columbus (OH); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Health Savings Account (HSA)

Job summary

Arvo Advisors in Columbus, OH is seeking an Administrative Assistant/Tax Processor to support staff with administrative duties and to finalize prepared tax returns. This is a full-time, in-office, non-exempt role with overtime during peak tax seasons.

You will process 1099 filings, tax returns, and e-file with authorities, mail documents, manage filing systems, and communicate with clients while handling sensitive information with confidentiality and professionalism.

Qualifications

• Three+ years of administrative experience.
• Tax processing experience preferred.
• Experience with Thomson Reuters software preferred.
• Strong skills in Microsoft Office and Adobe.

Responsibilities

• Process and assemble 1099 filings, tax returns, and e-file with authorities.
• Mail hard copies and send electronic deliverables.
• Scan, copy, organize, and distribute sensitive documents.
• Respond to and correspond with clients promptly.
• Maintain electronic and physical filing systems.
• Oversee supply inventories by checking stock and anticipating needs.
• Provide support to team members when needed.
• Act as a backup to the receptionist when needed.

Skills

Communication skills

Attention to detail

Problem-solving

Confidentiality

Tools

Thomson Reuters

Microsoft Office

Adobe

Job description

Administrative Assistant/Tax Processor

Arvo Advisors | Columbus, OH | Full-Time, Non-Exempt (Hourly)

At Arvo Advisors, our team of tax and accounting experts combines deep industry experience with modern tech to level the playing field for growing businesses. We deliver clean financials, proactive tax strategy, credit optimization, and year-round compliance support, eliminating tax stress so clients can focus on growth. We value proven expertise, professional credentials, and a collaborative spirit as we continue to expand our team.

Position Summary

We are seeking a full-time, highly organized, and detail-oriented individual to support our firm's staff with all administrative aspects of their client work; this individual will also process the final product of prepared tax returns. The right candidate will demonstrate strong problem-solving skills, the ability to multi-task, and the ability to quickly adapt to the ever-changing tax world. This is a great opportunity to acquire knowledge in a field that provides professional longevity, and to become an asset by helping our office run smoothly.

Key Responsibilities

• Work closely with our team to ensure a quality product is delivered to clients, including effectively processing and assembling 1099 filings, tax returns, and e-filing returns with taxing authorities

• Mail hard copies of tax returns and financial statements, and send electronic deliverables

• Carry out administrative duties such as scanning, copying, organizing, and properly distributing sensitive documents

• Reply to and correspond with clients in a timely manner

• Maintain electronic and physical filing systems

• Oversee supply inventories by checking stock and anticipating supply needs

• Provide support to the team members when needed

• Act as a backup to the receptionist when needed

Qualifications

• At least three years of administrative experience

• One year of tax processing experience preferred, but not required

• Knowledge of the Thomson Reuters tax/accounting software suite preferred

• Strong knowledge of Microsoft Office and Adobe

Skills & Competencies

• Strong written and verbal communication skills

• Innovative thinking with a view toward change management

• Proactive, with a desire to create a positive experience for others

• Ability to work with sensitive information and maintain confidentiality

Work Environment & Schedule

• Full-time, hourly, non-exempt, in-office position based in Columbus, OH

• Overtime is required to meet tax deadlines, approximately 50-55 hrs/week from March 1 through April 15

• Observes the firm's holiday schedule

Compensation & Benefits

• Competitive pay based on experience

• 25 paid days off per year (accrued for hourly employees), usable for either sick leave or PTO

• 12 paid holidays & paid firm holidays

• Comprehensive health, dental, and vision insurance, with employer and employee contributions

• 401(k) retirement plan with company match

• Health Savings Account (HSA) option

• Strong professional training and development

• Commitment to work/life balance