Tax Operations Administrator

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

📋 Description

• Interact with clients to clarify tax operations processes, secure signed Engagement Letters, and respond to inquiries.

• Collaborate with clients and Financial Advisory Teams to gather tax documentation for Tax Advisors.

• Follow up on outstanding tax documentation and keep clients and Financial Advisors informed about work progress.

• Input client, financial advisor, tax advisor, services, pricing, and other relevant information into tax operations systems and tax software.

• Enter, upload, transfer, and verify client data and documentation.

• Dispatch, monitor, and ensure the completion of Engagement Letters and tax organizers.

• Oversee the receipt, storage, return, scanning, and ingestion of client tax documents.

• Collect 1099s and other tax-related forms.

• Manage 8879 submissions and electronically file tax returns.

• Update workflow statuses and prepare organizers and tax returns for clients and Tax Advisors.

• Address missing-document and process concerns raised by Tax Advisors.

• Monitor regulatory notices and requests for planning, projection, and consulting services.

• Assist in defining, measuring, and enhancing tax operations processes and systems.

• Generate both predefined and ad hoc reports.

• Create and send client invoices, manage chargebacks, and coordinate with the Accounting department.

• Maintain accurate records for tax operations and clients.

• Schedule client meetings and organize team activities and offsite events.

• Cultivate relationships with Tax Advisors, Financial Advisors, and clients.

• Work collaboratively with team members and engage in meetings, activities, and offsite events.

• Utilize approved AI and digital tools to enhance efficiency and service quality while ensuring accuracy, privacy, and alignment with business goals.

• Identify and escalate inaccurate information, knowledge gaps, and issues with digital tools.

⛳️ Requirements

• High school diploma or equivalent.

• At least 3 years of experience in tax operations administration.

• Capability to effectively manage multiple tasks or projects simultaneously.

• Strong verbal and written communication abilities.

• Intermediate proficiency in Microsoft Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document.

• Collaborative mindset with a strong team orientation.

• Positive, solution-focused attitude.

• Ability to remain calm and focused under pressure.

• Highly organized and detail-oriented.

• Strong process orientation and drive for results and excellence.

• Willingness to work extended hours during peak tax seasons.

• Proficient in using AI and digital tools.

🏝️ Benefits

• Training and professional development opportunities.

• Medical, dental, and vision coverage for full-time employees and their families.

• Health Savings Account (HSA) with employer contributions.

• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

• Life and AD&D insurance options – both employer-paid and voluntary.

• Short-term and long-term disability and workers' compensation – employer-paid.

• 401k plan with matching contributions and profit sharing.

• Wellness programs and resources.

• Optional benefits, including pet insurance.

• 18 days of paid time off (PTO), accrued annually; 25 PTO days after 4 years of service.

• 12 paid holidays each year.

• Paid parental leave and paid caregiver leave.

• Reimbursement for tuition, licensing, and other credentials upon meeting service requirements.