Seasonal Tax Strategy Implementation Administrator

Wealthrive provides high-net-worth clients with comprehensive financial planning, tax optimization strategies, and wealth management services. We help clients implement advanced tax-saving solutions to maximize their financial outcomes. We are seeking a highly detail-oriented professional to support our team during our peak season – October to December.

This is a seasonal, part-time hourly role focused on administrative support for the implementation of tax strategies. The role is heavily focused on data entry, paperwork completion, and application processing, involving client-facing tasks such as gathering information, completing forms, and ensuring smooth execution of strategies. Work is compressed around year-end deadlines, with approximately 40 hours per week from October through December (potentially extending part time into February). This position offers the potential for additional hours, contract work, or transition to full-time opportunities if the candidate excels and succeeds in the role. The role reports directly to the company's COO, Ron Rosenfarb. Time-tracking and reporting of hours worked will be required.

Key Responsibilities:

• Assist in the execution of tax strategies by handling administrative tasks, including data entry into forms & applications, managing client portals, and collecting required documentation (e.g., accredited investor verification).

• Communicate professionally with clients via email and occasional calls to gather information, provide basic instructions, and answer straightforward questions (escalate complex inquiries to senior advisors).

• Update and manage pipelines in HubSpot, our CRM, to track strategy implementation progress, ensuring accurate and timely data entry for both Wealthrive and non-Wealthrive clients.

• Coordinate with internal teams and external providers to ensure all paperwork is completed accurately and deadlines are met.

• Maintain confidentiality and compliance with financial regulations while handling sensitive client information.

Qualifications and Skills:

• Proven experience in administrative roles, preferably in financial services, wealth management, or tax-related fields (e.g., similar to handling AUM paperwork or subscription documents).

• Exceptional attention to detail, organizational skills, and ability to manage multiple tasks in a fast-paced, deadline-driven environment - critical for heavy data-entry, paperwork, and application entry responsibilities.

• Professional communication skills, with the ability to confidently communicate in advanced English with high-net-worth clients via email and phone.

• Proficiency in tools like HubSpot (or similar CRM systems), Microsoft Office, and online portals; familiarity with financial forms and processes is a plus.

• Ability to work independently while escalating issues as needed.

• No advanced sales or tax expertise required - focus is on execution and support.

• Availability for 40 hours/week during peak season (October–December) with at least 20 hours available between 10am and 6pm Eastern Standard Time; flexibility for training in advance.

• Location: Remote, global candidates welcome (e.g., Philippines, Colombia, or other talent pools).

What We Offer:

• Competitive compensation based on experience.

• Opportunity for additional hours, contract work, or a full-time role with strong performance.

• Training on specific tax strategies and tools provided.

• Collaborative team environment focused on client success and innovation.

If you are a meticulous executor who thrives on getting tasks done efficiently, we encourage you to apply. Please submit your resume and a brief cover letter outlining your relevant experience.