Administrative Assistant/Tax Processor

Posted Yesterday
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Columbus, OH, USA
In-Office
Mid level
Professional Services • Software • Financial Services
The Role
Provides administrative support for tax and accounting staff, processes and assembles 1099 filings and tax returns, submits e-files, distributes client deliverables, manages sensitive records and filing systems, maintains office supplies, communicates with clients, and backs up reception. The role is full-time and in-office, with approximately 50–55 hours per week required during peak tax season.
Summary Generated by Built In
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

Questions?

Contact Hamze Ahmed, People Operations, at [email protected] with any questions about this posting.

Skills Required

  • At least three years of administrative experience
  • One year of tax processing experience
  • Knowledge of the Thomson Reuters tax/accounting software suite
  • Strong knowledge of Microsoft Office and Adobe
  • Strong written and verbal communication skills
  • Ability to handle sensitive information and maintain confidentiality
  • Ability to multitask, solve problems, and adapt to changes in the tax environment
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The Company

What We Do

Arvo connects with industry-leading CRMs, calendars, and meeting platforms used by investment banks and private equity firms.

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