06/10/2026
Administrative Assistant / Office Manager
Company: Pro31 Tax Services, LLC
Location: 160 W. Market St., Orrville, OH 44667
Employment Type: Full-Time (January–April) | Part-Time (May–December)
About the Role
Pro31 Tax Services is seeking an organized, personable, and detail-oriented Administrative Assistant / Office Manager to join our team. This position serves as the first point of contact for our clients and plays a critical role in maintaining smooth daily office operations.
As the client concierge, you will help create a welcoming and professional experience while supporting tax preparation, payroll services, client communications, and administrative functions. The ideal candidate thrives in a fast-paced environment, enjoys working with people, and can effectively manage multiple responsibilities.
Key Responsibilities
• Manage day-to-day client interactions, including scheduling appointments and collecting information needed for tax return preparation.
• Prepare client mailings and correspondence.
• Perform basic data entry within tax preparation software.
• Assemble completed tax returns and manage client portals.
• Process payroll for payroll-service clients.
• Prepare and file payroll-related forms and reports.
• Generate client invoices and record payments received.
• Prepare bank deposits and maintain accurate records.
• Work closely with our in-office Financial Advisor by:
o Managing schedules and appointments.
o Preparing basic client paperwork.
o Handling client communications and follow-up.
Qualifications
Required Skills & Experience
• Strong interpersonal and customer service skills.
• Excellent organizational and time-management abilities.
• Ability to multitask and prioritize responsibilities effectively.
• Strong computer skills, including proficiency in Microsoft Word and Excel.
• Flexible and adaptable in a fast-paced environment.
• Self-motivated with a willingness to learn and take on a variety of tasks.
Preferred Qualifications
• Experience with QuickBooks (training available).
• Payroll processing experience (training available).
• Familiarity with financial services, retirement plans, or investment-related administrative work.
Benefits
• Paid vacation.
• Paid holidays.
• Retirement plan with company matching after one year of employment.
• Flexible off-season scheduling.
• Competitive hourly compensation based on skills and experience.
About Pro31 Tax Services, LLC
Pro31 Tax Services is a small, women-owned business specializing in tax preparation and tax planning services. We work closely with a financial advisor to provide clients with comprehensive tax and investment planning solutions.
Our mission is to deliver friendly, efficient, and accurate service at a reasonable price. We offer a relaxed, family-oriented workplace that values teamwork, innovation, and continuous improvement. Every team member is encouraged to contribute ideas that enhance our office operations and client experience.
How to Apply
Please apply in person at our office:
Pro31 Tax Services, LLC
160 W. Market St.
Orrville, OH 44667
Or apply by email at [email protected]
Applicants should include:
• A current resume
• Two professional references
We look forward to meeting you!
