Tax Concierge​/Administrative Assistant

Location: Parsippany

Tax Concierge/Administrative Assistant

• Hours: Monday - Friday, 8:30 am
  -5:00 pm
• Pay Rate: $45,000-$50,000/annually
• Location: Parsippany, NJ
• Experience: 2+ years

We are excited to share a new opportunity! Pride Staff Financial is working with a multi-office accounting practice to find a Tax Concierge / Administrative Specialist. This temporary-to-hire position is a great career opportunity for the right person. This position is available immediately.

SUMMARY:

Our highly organized and detail-oriented Tax Concierge plays a key role in supporting the Professional Staff by assembling tax documents, coordinating the receipt of necessary documents, and managing e-filing processes, and maintaining accurate databases. This position requires effective communication with clients and internal team members to ensure the timely and accurate submission of tax filings and the collection of any missing information.

Key Responsibilities:
Tax Document Management:

• Assemble, organize, and send tax-related documents to clients including tax returns and supporting paperwork.

E-filing:

• Manage the E-filing process by preparing, submitting, and tracking the status of E-filed tax returns and extensions. Follow up with clients for signed 8879 e-Filing authorization forms to ensure timely processing. Recording DCNs to complete client workflows.

Client Communication:

• Contact clients to request missing tax documents providing clear instructions and deadlines.
• Manage inquiries and ensure clients are informed throughout the tax process.

Accounts Receivable:

• Process and track client invoices, ensuring accuracy and timely payments.
• Call clients for the payment status of past due invoices.
• Application of client payments in both PM and  as they come in.
• Assisting clients to obtain their ACH/CC information and entering it into

Database Management:

• Maintain and update databases with accurate client information, tax forms to be filed, and filing statuses. Ensure data integrity and confidentiality.

Document Management:

• Download and save client-provided tax documents from various platforms.
• Scan and securely store client tax documents in the firm's document management system.
• Maintain organized and up-to-date electronic and physical records of tax documents and client communications.

Follow-Up on Missing Information:

• Proactively monitor pending documents and take appropriate action to secure necessary items. Escalate issues to senior tax professionals when needed.

Engagement Management:

• Draft and send engagement letters to clients.
• Onboarding of new clients, in all systems, upon receipt of a signed engagement letter and an Onboarding form.
• Creation of XCM workflows as needed for Professional Staff.

General Administrative Support:

• Provide general administrative support to the Professional Staff,
• assisting with scheduling, filing, and other tasks as required.

Interested in this position? Please apply directly or call our office at .

Join Us.

Pride Staff wants you to Succeed! We have dedicated consultants that provide employment market insights and resources! We offer the support you need along the way. Over the years, we have helped tens of thousands of people find outstanding career growth opportunities. At Pride Staff, we truly value people, and we are dedicated to getting to know you and advocating on your behalf with our network of employers from across the country.

Our Recruiters will help guide you with career tools and resources.

Compensation / Pay Rate (Up to): $45,000.00 - $50,000.00 Per Year