Tax Processor

Job Description

Job Description

Position Overview

The Tax Processor is an operations advocate plays a critical role in supporting tax professionals and wealth advisors with tasks focusing on data entry, document management, and research. This role will support tax preparation processes by ensuring accurate and timely handling of tax documents and related information, and will be responsible for assembling, reviewing, and processing tax returns. This role will support wealth advisors in electronic client communications and documentation preparation. This position requires attention to detail, organizational skills, and the ability to work collaboratively within a team environment.

Key Responsibilities

• Data Entry & Client Information Updates : Input and update client information across multiple systems with a focus on accuracy and completeness.
• Document Review : Assist in reviewing financial and tax documents to ensure all information is complete and in compliance with firm policies and regulations before processing or filing.
• Document Management : Handle the organization, copying, scanning, and filing of client-related documents, ensuring they are stored securely and are easy to retrieve when needed. Assemble and prepare tax returns for delivery to clients. Organize and maintain electronic and physical documents. Ensure all client data and supporting documentation are complete and accurate before processing.
• Information Retrieval : Retrieve client information as requested by client-facing associates to assist with research or issue resolution.
• Quality Assurance : Perform checks to ensure compliance with SEC, IRS, and / or state guidelines. Cross-reference data from prior year returns to ensure consistency.
• Issue Research : Support the team by researching client issues or questions related to financial services, tax filings, or account management, and provide necessary information for resolution.
• Miscellaneous Administrative Tasks : Assist with various back-office tasks such as processing transactions, filing paperwork, distributing bulk client emails, and ensuring that all necessary operational duties are completed efficiently. Prepare engagement letters and other required forms for client signatures. Manage and track filing deadlines to ensure timely submission.

Qualifications

Your Well-Being Matters

In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being :

Work Environment