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Financial Services Admin Assistant - Tax Season Support

Freelanceshop

Job Summary CVS Health is seeking a detail-oriented and highly organized Financial Services Administrative Assistant – Tax Season Support to join our finance operations team during the peak tax period. This role plays a critical part in supporting tax, accounting, and financial services teams by ensuring accurate documentation, timely processing, and smooth administrative operations. The ideal candidate is reliable, analytical, and comfortable working in a fast‑paced, deadline‑driven environment, with a strong commitment to confidentiality and accuracy. Key Responsibilities Provide administrative support to the financial services and tax teams during the tax season. Assist in preparing, organizing, and maintaining financial and tax‑related documentation. Support data entry, reconciliation, and validation of financial records. Coordinate with internal departments and external vendors to collect required financial information. Schedule meetings, manage calendars, and track deadlines related to tax filings and audits. Handle confidential financial information in compliance with company policies and regulatory requirements. Respond to internal queries related to documentation, invoices, and financial reports. Assist with filing, scanning, and digital record management to ensure audit readiness. Required Skills and Qualifications Bachelors degree in Finance, Accounting, Business Administration, or a related field (or equivalent experience). Strong proficiency in Microsoft Office applications, particularly Excel and Word. Excellent organizational and time‑management skills. High level of accuracy and attention to detail. Strong written and verbal communication skills. Ability to work independently as well as collaboratively within a team. Basic understanding of financial statements, invoices, and tax‑related documentation. Experience 1–3 years of experience in an administrative, finance, accounting, or clerical support role preferred. Prior experience supporting finance or tax teams during peak periods is an advantage. Experience working in a corporate or shared services environment is a plus. Working Hours Full‑time, seasonal role aligned with tax season requirements. Standard business hours, Monday to Friday, with flexibility for extended hours during peak periods as needed. Hybrid or remote work options may be available based on business needs and location. Knowledge, Skills, and Abilities Working knowledge of basic accounting and financial processes. Ability to manage multiple tasks and meet strict deadlines under pressure. Strong problem‑solving and analytical skills. Commitment to maintaining confidentiality and data security. Adaptability to changing priorities in a fast‑paced environment. Benefits Competitive compensation for the tax season support period. Opportunity to gain hands‑on experience with a leading healthcare and financial services organization. Professional development and exposure to corporate finance and tax operations. Supportive, inclusive, and collaborative work culture. Potential for future opportunities within CVS Health based on performance and business needs. #J-18808-Ljbffr

Vacancy posted 10 hours ago
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