Tax Administrator

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

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