Seasonal Tax Strategy Implementation Administrator

Company Overview:

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.

Position Summary:

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.