Tax-Dedicated Administrative Assistant

About the Firm

ReVi Financial Services is a full-service CPA firm based in Indianapolis, IN, rooted in both expertise and values, serving the accounting, tax, and consulting needs of businesses, individuals, and nonprofits. Our name, derived from "revive," reflects our mission: to work closely with each client to understand their goals and help them thrive and reach their maximum potential. At ReVi, faith and commitment go hand in hand, fueling results that ripple throughout the community, and our culture celebrates expression, humility, and compassion, creating an environment where both clients and team members thrive. Our seasoned leadership brings deep experience across managerial accounting, CFO services, process improvement, and tax strategy, and has guided ReVi in serving a diverse client base across industries, generating over $70 million in combined revenue.

Job Description

The Tax-Dedicated Administrative Assistant provides direct administrative and operational support to the Tax Manager and the firm’s tax team, keeping tax engagements moving smoothly from client onboarding through filing. This role is the organizational backbone of the tax function—maintaining the tax calendar, keeping client files complete, ensuring communications are timely, and tracking deadlines so nothing slips. Rather than preparing or reviewing returns, the Tax-Dedicated Administrative Assistant handles the coordination, documentation, and client-facing logistics that allow the Tax Manager and staff to focus on technical work. Success in this role requires exceptional organization, clear communication, and a proactive approach to anticipating the needs of the tax team and its clients.

General Responsibilities

● Provide day-to-day administrative support to the Tax Manager and tax team.

● Maintain and organize client files, engagement records, and tax documentation, ensuring everything is complete and accurate.

● Track deadlines and manage the firm’s tax ca...