Senior Tax Administrator

## Senior Tax Administrator Apply:
Fully Onsite:
Needham, Massachusetts:
Full time:
Posted Yesterday:
JR100600
** Job Description

Summary:

** Assists with all administrative functions, including but not limited to supplies, offsite document storage and postage. Knowledge of various tax returns.
*
* Job Description:

**** Primary Responsibilities*
* * Send out Client Organizers
* Faxing/Copying as Needed
* Filing/Scanning of Tax Documents
* Scanning of Client Originals into Document/Scan
* Daily use of Document for creating Paperless Tax Environment
* Daily maintenance of Workstream/tracking of work
* Adding/deleting of client information to Document
* Use of E-file system as necessary
* Mailing out Client Correspondence and Tax Returns
* Use of Pro System as needed for Extensions/Estimates/Efile Release
* Contacting clients as needed for information
* Use of Fed-Ex/Messenger Websites for mailings  
** Qualifications*
* * Knowledge of MS Office Suite, Pro System fx Suite, CCH Document and Workstream
* Prior experience in similar role
* Organizational skills a must
* High school diploma required. Associates/Bachelor's preferred
* 2+ years' experience preferred  This position is a non-exempt position. The annualized base pay range for this role is expected to be between $75,000-$85,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package.

Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.  Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.

Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services.

To learn more about Focus, visit  or follow the company on Linked In.