Financial Services Admin Assistant - Tax Season

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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.