Tax Administrative Assistant

4 weeks ago

Cleveland, United States Western Reserve Trust Company Full time

Western Reserve Trust Company (WRTC), an Ohio chartered, non-depository bank headquartered in Cleveland, Ohio, provides professional fiduciary services for trusts and estates, and family office services to select high to ultra-high net worth individuals and families. We assist clients with managing, preserving, and transitioning their wealth from one generation to the next. Our business model is built on gaining the trust of our clients by providing them with unparalleled service and sound advice.

WRTC is looking for a Tax Administrator to work within its Family Wealth Group, which coordinates legal, tax, and financial matters for wealthy individuals and families. Specifically, the group focuses on estate and wealth planning, charitable giving, trust and estate administration, and estate, gift, and income taxation. The Tax Administrator is a full-time position at our office in downtown Cleveland, Ohio.

Responsibilities

  • Assist tax department personnel with day-to-day administrative tasks, including scheduling appointments, managing calendars, and handling correspondence.
  • Maintain organized electronic and physical filing systems for tax-related documents, including tax returns, correspondence with tax authorities, and all other relevant records.
  • Assist in data collection and entry into company databases and tax software systems accurately and efficiently.
  • Draft and proofread correspondence, reports, and other documents related to tax and financial matters, ensuring accuracy and professionalism.
  • Serve as a point of contact for clients & third-party advisors, answering inquiries, directing calls, and providing general assistance.
  • Coordinate meetings, including scheduling, preparing agendas, distributing materials, and arranging logistics.
  • Assist with the tracking and processing of family office billings.
  • Provide support during tax filing periods by organizing documents, preparing packages for submission, electronic filing, and assisting with any necessary follow-up tasks.
  • Support the tax department in maintaining compliance with relevant tax laws and regulations by assisting with documentation, recordkeeping, and other compliance-related tasks.
  • Prepare summaries, charts, projections, financial statements, and other documents using Excel, Word, PowerPoint, and other software applications.
  • Assist with special projects and initiatives within the tax department as assigned, which may involve data analysis, report preparation, or other tasks to support departmental goals.
  • Work collaboratively with other administrative staff and departments within the organization to ensure smooth workflow and effective communication.

Qualifications

  • Bachelor's degree preferred.
  • Prior experience working within an accounting, financial service, or law firm.
  • Strong organizational and time-management skills.
  • Excellent attention to detail and accuracy.
  • Ability to prioritize tasks and manage multiple assignments simultaneously.
  • Strong interpersonal communication skills.
  • Experience and proficiency working with software programs such as Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams, etc.), Salesforce-based CRM systems, tax return preparation software (GEMS, GoSystems, etc.), and Windows Explorer.

Salary and Benefits

  • Competitive salary, dependent on qualifications and experience relevant to the position.
  • Flexibility- This position is subject to seasonal cycles depending on the tax calendar and may provide the ideal candidate an opportunity for flexibility over the work week
  • Eligible for annual bonus program based on individual and Company performance.
  • Medical, dental, and vision insurance.
  • Vacation Time
  • Paid parental leave.
  • Short and long-term disability & voluntary life insurance.
  • Parking

  • Administrative Assistant

    4 weeks ago

    Cleveland, United States ThisWay Full time

    Job DescriptionJob DescriptionOur partner, a prominent firm specializing in audit, tax, consulting, and wealth management, is seeking an Administrative Assistant for their Cleveland, OH office. The firm emphasizes a workplace culture that prioritizes diversity, equity, and inclusion, ensuring all staff members have equal opportunities for...

  • Tax Senior

    3 weeks ago

    Cleveland, United States Spartan Placements, LLC Full time

    Job DescriptionJob DescriptionTax Senior Responsibilities:Assist in the preparation and filing of federal and state tax returns for individuals, partnerships, and corporations.Conduct tax research and summarize findings to support decisions on client-specific issues.Help manage client documentation and information, ensuring accuracy and...

  • Tax Senior

    1 week ago

    Cleveland, United States Spartan Placements, LLC Full time

    Job DescriptionJob DescriptionTax Senior Responsibilities:Assist in the preparation and filing of federal and state tax returns for individuals, partnerships, and corporations.Conduct tax research and summarize findings to support decisions on client-specific issues.Help manage client documentation and information, ensuring accuracy and...

  • Administrative Assistant

    2 weeks ago

    Cleveland, United States KD Consulting LLC Full time

    Work Hours: Monday-Friday 9AM-6PM Job Description: We are seeking a detail-oriented Administrative Assistant to join our team. The ideal candidate will provide administrative support and ensure efficient operation of the office. Responsibilities: * Perform clerical duties, including data entry, filing, and managing documents. * Utilize QuickBooks for...

  • Tax Senior

    2 months ago

    Cleveland, United States Cameron Craig Group Full time

    Our client was named one named one of the Best Accounting Firms to Work For by Accounting Today magazine. They offer a great culture of creativity as well asa highly competitive salary and benefits which include medical, dental, vision, disability, term life, and paid time off. They also offer a flexible work schedule and a hybrid work model. The Tax Senior...

  • Administrative Assistant

    1 week ago

    Cleveland, United States Dodd Camera Full time $30,000 - $37,500

    About Dodd Camera and the Position:Dodd Camera was founded in 1891. Still family owned after all these years, we operate 6 stores located in Cleveland, Chicago, Dayton, and Cincinnati. We are a photographic specialty dealer offering the latest in DSLR & Mirrorless camera gear, professional lighting equipment, accessories, digital lab services, and fully...

  • Administrative Assistant

    3 weeks ago

    Cleveland, United States Dodd Camera Full time $30,000 - $37,500

    About Dodd Camera and the Position:Dodd Camera was founded in 1891. Still family owned after all these years, we operate 6 stores located in Cleveland, Chicago, Dayton, and Cincinnati. We are a photographic specialty dealer offering the latest in DSLR & Mirrorless camera gear, professional lighting equipment, accessories, digital lab services, and fully...

  • Administrative Assistant

    3 weeks ago

    Cleveland, United States Northeast Ohio Neighborhood Full time

    Job DescriptionJob DescriptionGeneral DutiesThe Administrative Assistant works under the direction of the Director of Social Services to provide support in the day-to-day administration of the department by performing a wide range of administrative and office support activities. Maintanins the Departments' information system using Microsoft Office...

  • Administrative Assistant

    2 months ago

    Cleveland, United States Northeast Ohio Neighborhood Full time

    Job DescriptionJob DescriptionGeneral DutiesThe Administrative Assistant works under the direction of the Director of Social Services to provide support in the day-to-day administration of the department by performing a wide range of administrative and office support activities. Maintanins the Departments' information system using Microsoft Office...

  • Administrative Assistant

    1 week ago

    Cleveland, United States Northeast Ohio Neighborhood Full time

    Job DescriptionJob DescriptionGeneral DutiesThe Administrative Assistant works under the direction of the Director of Social Services to provide support in the day-to-day administration of the department by performing a wide range of administrative and office support activities. Maintanins the Departments' information system using Microsoft Office...

  • Administrative Assistant

    1 month ago

    Cleveland, United States Starting Point NEO Full time

    JOB SUMMARY:The Administrative Assistant will complete administrative tasks required to support service and administrative functions of Starting Point, including the following departments: Marketing and Communications, Family and Community Engagement, Strategic Initiatives, and Out-of-School Time. Reporting to the Executive Vice President, the administrative...

  • Administrative Assistant

    1 month ago

    Cleveland, United States Starting Point NEO Full time

    JOB SUMMARY:The Administrative Assistant will complete administrative tasks required to support service and administrative functions of Starting Point, including the following departments: Marketing and Communications, Family and Community Engagement, Strategic Initiatives, and Out-of-School Time. Reporting to the Executive Vice President, the administrative...

  • Administrative Assistant

    1 month ago

    Cleveland, United States Starting Point NEO Full time

    JOB SUMMARY:The Administrative Assistant will complete administrative tasks required to support service and administrative functions of Starting Point, including the following departments: Marketing and Communications, Family and Community Engagement, Strategic Initiatives, and Out-of-School Time. Reporting to the Executive Vice President, the administrative...

  • Senior Tax Analyst

    3 weeks ago

    Cleveland, United States ArcelorMittal Full time

    Cleveland-Cliffs Senior Tax Analyst Position Cleveland-Cliffs is looking for a Senior Tax Analyst to assist with the separate entity and consolidated calculations related to Cleveland-Cliffs Inc.'s ("CCI") tax return filings and interim and annual tax provisions. This position also assists with gathering support and preparing responses related to tax audit...

  • Administrative Assistant

    12 hours ago

    Cleveland, United States Yardi Systems, Inc. Full time

    Join us as an Administrative Assistant and become the go-to person that keeps our office running smoothly. Your role is essential – from welcoming visitors with a smile to setting up meetings, you’re the one who makes it all happen. As an Administrative Assistant, you will provide clerical support, including editing and preparing correspondence,...

  • Administrative Assistant

    4 weeks ago

    Cleveland, United States Volunteer Behavioral Health Full time

    Job DescriptionJob DescriptionAre you an outgoing and detail-oriented person looking for the right place to build a career? Can you provide sympathetic customer service to people dealing with tough situations? Volunteer Behavioral Health is hiring a full-time Administrative Assistant for our Cleveland, TN mental health facility.This entry-level position is...

  • Administrative Assistant

    1 week ago

    Cleveland, United States Volunteer Behavioral Health Full time

    Job DescriptionJob DescriptionAre you an outgoing and detail-oriented person looking for the right place to build a career? Can you provide sympathetic customer service to people dealing with tough situations? Volunteer Behavioral Health is hiring a full-time Administrative Assistant for our Cleveland, TN mental health facility.This entry-level position is...

  • Administrative Assistant

    2 weeks ago

    Cleveland, United States Fairstead Full time

    Job DescriptionJob DescriptionDescription:Fairstead looking for an administrative assistant to perform a variety of administrative and clerical tasks. As am administrative assistant you will be the first point of contact for the property, and you will provide administrative support for the on-site team. You will handle the flow of people through the property...

  • Senior Tax Analyst

    3 weeks ago

    Cleveland, United States AK Steel Holding Corporation Full time

    Cleveland-Cliffs is looking for a Senior Tax Analyst to assist with the separate entity and consolidated calculations related to Cleveland-Cliffs Inc.’s (“CCI”) tax return filings and interim and annual tax provisions. This position also assists with gathering support and preparing responses related to tax audit inquiries and assists with tax...

  • Tax Senior

    2 months ago

    Cleveland, United States Mangrum Career Solutions Full time

    Our client was named one named one of the Best Accounting Firms to Work For by Accounting Today magazine. They offer a great culture of creativity as well asa highly competitive salary and benefits which include medical, dental, vision, disability, term life, and paid time off. They also offer a flexible work schedule and a hybrid work model. The Tax Senior...