Tax Administrator

Summary

The Tax Administrator will support the Tax Seniors and the Tax Manager to produce tax return documents that comply with tax laws and regulations; consult with clients to create financial plans to assist them in meeting desired financial goals.

• Responsible for general tax preparation ability (software input, basic returns & projections)
• Review compiled financial statements and propose meaningful adjustments
• Work with the Client Service team on clients’ day‑to‑day needs (refinance applications, etc.)
• Address various accounting and tax related tasks and proposing resolutions to issues
• Independently prepare and complete various cash management and investment reports
• Review the work prepared by staff accountants
• Involved in the firm’s training and continuing education
• Involved in various aspects of the firm’s work to gain knowledge in new areas
• Adapt working style to achieve target hours on assigned tasks (raise unexpected issues on a timely basis, identify alternatives to save time on tasks, etc.)
• Manage all delegated work from Tax Staff and Seniors
• Maintain knowledge regarding tax laws, tax software & technology and accounting standards

• Advanced knowledge of and experience in tax concepts: complex returns (multi‑state, elections, etc.), complex tax matters, IRS exams
• Strong oral and written communication skills
• Strong time management skills with the ability to handle several projects/clients simultaneously
• Detail oriented
• Proficiency with MS Office products, including Outlook, Word, Excel and Power Point
• Experience with CCH Access, CCH Intelliconnect, PDF Flyer or XCM preferred
• Dedicated work ethic with a commitment to client service excellence
• Experience working in a team environment

• 3‑5 years of experience in Tax support or related industry
• Strong accounting knowledge
• Tax background

We’re proud to offer a competitive salary, PTO & paid holidays and 401(k) with match and more.