This is not a hybrid opportunity.

Location: Avon, OH (On-site)
Industry: Wealth Management
Employment Type: Full-Time

About the Role:
Our client is seeking a detail-oriented and dependable Tax Data Entry & Operations Support team member to join our growing wealth management firm. This is a behind-the-scenes 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 the Drake 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 back-office support as needed

What They're Looking For:

• Exceptional attention to detail – accuracy is everything in this role

• Bachelor's degree in related field is desired.
• Comfortable working with financial and personal data

• Tech-savvy, with experience in Drake software a plus

• Willingness to pitch in wherever needed – a true jack of all trades

• Team-oriented mindset – no task is too small, and collaboration is key

• Prior experience in tax, financial services, or administrative support preferred
   

Why Join?
You’ll 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.