Administrator, Specialty Tax Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Arrange and coordinate intricate activities such as meetings, travel, conferences, and departmental initiatives.

• Submit tax returns, extensions, and estimates in both electronic and physical formats.

• Generate zero extensions using tax software.

• E-file tax returns.

• Oversee the collection of signed e-File authorizations.

• Draft and review client engagement letters and responses to the IRS and other tax authorities.

• Manage invoicing and reporting within a professional services framework.

• Prepare expense reports.

• Handle confidential communications and files, as well as onboarding new clients.

• Coordinate and oversee workflow with the team.

• Track due dates to ensure compliance with IRS and tax authority deadlines.

• Manage prospects and leads for partner opportunities.

• Report using various software programs.

• Create Microsoft Excel reports utilizing intermediate formulas, charts, and graphs.

• Evaluate and modify operating practices to enhance efficiency.

• Serve as the department's ambassador.

• Independently manage special projects.

• Review final documents for spelling, grammar, formatting, accuracy, and clarity.

• Acquire proficiency in Aprio’s Windows-based applications.

⛳️ Requirements

• Over 5 years of administrative experience; experience in a tax practice is advantageous.

• Proficient in Intermediate to Advanced Excel, with a knack for learning features and formulas.

• Intermediate to Advanced skills in PowerPoint and Word.

• Technologically adept.

• Capable of managing relationships upwards.

• Able to analyze and refine operating practices to improve efficiency.

• Detail-oriented and comfortable working in a dynamic, time-sensitive office setting.

• Proficient in multitasking and prioritizing with strong problem-solving abilities and self-direction.

• Skilled at interacting with a diverse range of external clients and internal associates at all organization levels.

• Exceptional written and verbal communication abilities.

• Outstanding organizational skills with a commitment to timely project delivery.

• Capable of organizing and prioritizing large amounts of information and calls.

• Able to work independently and oversee special projects.

• Strong proofreading skills for spelling, grammar, and formatting, ensuring accuracy and clarity of final copies.

• Quick learner of Aprio’s Windows-based applications.

🏝️ Benefits

• Medical, Dental, and Vision Insurance available from the first day of employment.

• Flexible Spending Account and Dependent Care Account.

• 401k with Profit Sharing.

• More than 9 holidays and a discretionary time off structure.

• Parental Leave – coverage for both primary and secondary caregivers.

• Tuition Assistance Program and CPA support program with a cash incentive upon completion.

• Discretionary incentive compensation based on firm, group, and individual performance.

• Incentive compensation related to the origination of new client sales.

• Highly rated wellness program.

• Flexible work environment including remote and hybrid options.

• Competitive compensation.

• Industry-leading benefits.

• Opportunities for growth and continuous learning.

• Collaborative company culture.

• Emphasis on work/life balance.