Tax Administrator

Job Description

Job Description

Job Description

We are looking for a professional and enthusiastic person who enjoys the challenge of handling multiple tasks and responsibilities. This person must be organized, detail-oriented, intrepid, analytical, and able to prioritize tasks, plus be able to work independently as well as part of a team. Responsibilities include setting up new clients in our system, tracking client documents received and disseminating documents to the tax team, preparing and filing extensions, restoring QuickBooks files, and other tasks that assist the tax staff in gathering the items necessary to prepare returns. This position will be the main contact point for tax clients in the tax department, so excellent communication skills are a must.

Key Responsibilities :

Client Onboarding & Data Management

• Set up new clients in the firm’s tax system and maintain accurate, up-to-date client records.
• Track and organize client documents, ensuring timely receipt and proper dissemination to the tax preparation team.
• Manage digital and physical filing systems to maintain confidentiality and compliance standards.

Tax Department Support

Client Communication & Relationship Management

Administrative & Project Coordination

Financial Systems & Reporting

Process Improvement & Collaboration

Qualifications & Requirements

Position can be part time to full time.