Tax & Accounting Administrator
About us
Mayfield Financial Services (MFS) is a well-established and growing Wealth Management firm in Mayfield Heights, Ohio. Our current Team of fourteen Team Members is made up of accountants (CPA’s), financial advisors (CFP’s), an Investment Manager (CFA), a debt specialist and a health insurance/Medicare specialist. Our philosophy is different from other firms in that we take a team and integrated approach to developing comprehensive financial solutions utilizing the combined expertise of our Team Members. Our professionals work closely with one another because we believe that “There is no expertise without collaboration.”
Job Description
Mayfield Financial Services is seeking a highly organized, detail-oriented Tax & Accounting
Administrator to support our tax and accounting team. The ideal candidate thrives on keeping
processes organized, managing deadlines, coordinating workflow, and ensuring work is completed
accurately and efficiently.
Responsibilities
- Schedule, track, and organize tax preparation workflows to ensure timely completion of
returns - Prepare and file sales tax returns
- Process and distribute 1099s
- Download and organize NFS 1099 reports
- Prepare BWC returns and regulatory filings
- Manage electronic tax filing processes
- Package completed tax returns for client delivery
- Maintain folders and records within Z Drive and RTI
- Administer Soraban software and related workflows
- Support lending workflows and documentation
- Perform general bookkeeping functions
- Provide administrative support to accountants and tax preparers
Qualifications
- Highly organized with strong attention to detail
- Comfortable managing multiple deadlines and keeping projects on track
- Strong computer skills, including Microsoft Office (Excel, Word, and Outlook)
- Professional verbal and written communication skills
- Ability to learn new software and processes quickly
- Dependable, self-motivated, and willing to take initiative
- Strong problem-solving and organizational abilities
- Prior office, customer service, administrative, bookkeeping, or accounting experience is a
plus, but not required
What We're Looking For
The successful candidate is someone who:
- Loves organizing information, workflows, and processes
- Enjoys creating order and efficiency in a busy environment
- Takes ownership of tasks and follows through
- Is meticulous with details and documentation
- Can effectively prioritize multiple competing responsibilities
- Works well independently while supporting a team
Benefits
- Competitive pay based on experience
- Professional, team-oriented work environment
- Opportunities for growth and development
If you are interested in learning more and joining our team, please send your resume to vince@mayfield1.com.
Thank you for your interest in MFS!