Tax Administrator

Who we are:

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

We are seeking an organized, detail-oriented, and service-minded professional to join Sequoia Tax Services as a Tax Administrator. In this role, you will provide broad administrative support to our Tax team and serve as a first point of contact for tax clients, helping to deliver a warm, accurate, and timely client experience. The Tax Administrator is a member of Sequoia Tax Services that includes 2 other Tax Administrators located across Sequoia's footprint.

Responsibilities

• Serving as a first point of contact for tax clients by answering, screening, and routing incoming calls promptly, and resolving client questions directly when possible.
• Sending, receiving, and logging incoming and outgoing mail and client documents.
• Organizing and maintaining client tax files in paper and digital form, making sure each file contains the most recent forms, organizers, and reports.
• Scanning and logging tax organizers and client documents, as well as tracking return status changes in the firm’s tax software.
• Processing tax organizers, returns, and filings through mail and electronic platforms.
• Processing invoice payments and routing them for deposit.
• Preparing materials for client meetings, potentially including paperwork, signature packets, and other items as requested.
• Keeping client data accurate and up to date across tax software, document management, and CRM systems.
• Protecting confidential client and taxpayer information in line with firm data security and privacy standards.
• Prioritizing and managing a high volume of time-sensitive tasks during peak season.
• Supporting project work and completing other administrative duties as assigned.

Required Skills/Experience

• Minimum 2 years of experience in an administrative, office support, or client service role.
• Professional, friendly phone presence and excellent verbal and written communication skills.
• Ability to handle confidential and sensitive information with discretion.
• Ability to work extended hours during tax season as needed.
• Strong PC skills, including proficiency in Microsoft Office Suite and Outlook.

Preferred Skills/Experience

• Prior experience supporting a tax practice, CPA firm, or accounting team, especially through a full tax season.
• Familiarity with tax preparation and workflow software, e.g., UltraTax, SurePrep, SafeSend.
• Experience with e-file processes and document management systems
• Background in financial services and familiarity with CRMs such as Salesforce.
• Associate’s or Bachelor’s degree in business, accounting, or a related field.

Competencies

• Exceptional attention to detail and accuracy, especially with client data and filings.
• Strong organizational skills and the ability to manage competing deadlines in a seasonal, high-volume environment.
• Warm, client-first approach on the phone and in person.
• Strong follow-through and a commitment to seeing tasks through to completion.
• An adaptable, proactive mindset and the initiative to anticipate the needs of clients and the Tax team.

Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time. Unfortunately, we are not able to provide sponsorship.

EEO Statement:
At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:
Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed.

Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.