Salary To $90,000.00
Our client, an established Certified Public Accountant & Tax Advisory firm is looking for an experienced Tax Administrator to join a team of highly motivated staff. The firm has a significant national focus with experience working with a diverse range of individual and entrepreneurial clients.
Position Responsibilities:
- Assemble tax returns for electronic delivery using client portals
- Scan and bookmark client documents into workpapers and organize in tax management system
- Send and collect client tax organizers and other tax return documents from portals
- Manage workflow and due dates and schedule work via project management system
- Prepare, send, track and file engagement letters
- Prepare and submit POA
- Manage administrative office duties – answer and direct phone calls, purchase supplies, maintain client database
- Provide executive assistance to Partner and Manager
- Other duties as work progresses
Requirements:
- At least 2 years of prior CPA firm experience in a mid-sized firm
- Experience with Enterprise level Tax and Accounting software
- Ability to get things done quickly, efficiently and with minimal supervision
- Excellent written and verbal communication skills with the ability to multi-task effectively
- Team player with a positive attitude