Tax Administrator

Tax Administrator

Chortek LLP | Waukesha, WI
Full-Time | Onsite/Hybrid

Chortek is seeking a detail-oriented, client-focused
Tax Administrator
to support our growing Tax team. This role plays a vital part in delivering an exceptional client experience by coordinating tax return preparation activities, collecting client information, maintaining tax records, and supporting tax professionals throughout the tax engagement process.

If you enjoy organization, communicating with clients, managing multiple priorities, and helping teams operate efficiently, we’d love to meet you.

• Communicate with clients to collect tax documents and information required for tax return preparation.
• Track receipt of client documents and ensure all required information is obtained timely.
• Respond to client questions and provide professional, high-quality customer service.
• Enter, review, and maintain client and tax-related data.
• Proofread documents and verify data accuracy.
• Scan, organize, and maintain electronic client workpaper files.
• Support tax professionals by coordinating administrative aspects of tax engagements.

• Manage shared departmental email inboxes.
• Prioritize and route client requests appropriately.
• End of engagement assembly and transmittal of final tax returns.
• Help develop and improve email routing rules and workflow processes.
• Create, review, test, and update process documentation and work instructions.
• Support continuous improvement and standardization of tax processes.

• Assist with onboarding new Tax clients.
• Customize onboarding checklists based on client needs.
• Assign tasks, monitor deadlines, and track project progress.
• Coordinate communication between clients and internal team members.
• Schedule onboarding meetings and follow-up activities.

• Monitor and update Hub Spot CRM records.
• Assist with proposals, engagement letters, and other client-facing documents.
• Support administrative aspects of business development activities.

• Assist with onboarding new employees within the Tax business unit.
• Provide administrative support to other service lines as needed.
• Participate in special projects and other duties as assigned.

• Associate’s or Bachelor’s degree in Business, Accounting, Management, or a related field preferred.
• Minimum of 5 years of administrative, tax, accounting, or related professional experience.
• Basic accounting knowledge and familiarity with financial documents.
• Strong data entry, data verification, and document management skills.

• Exceptional attention to detail and accuracy.
• Strong organizational and time management skills.
• Excellent verbal and written communication skills.
• Ability to work independently and manage multiple deadlines.
• Critical thinking and problem-solving abilities.
• Customer service mindset with a professional and positive approach.
• Proficiency in Microsoft Office applications.

• CCH Axcess Tax
• Safesend
• Case Ware
• CRM systems (Hub Spot preferred)
• Karbon
• Office technology including scanners, copiers, printers, and other business tools

At Chortek, we believe great client service starts with great people. We foster a collaborative environment where team members are encouraged to learn, grow, and contribute ideas that improve how we serve clients and work together.

Join a team where your attention to detail, organizational skills, and client service focus will make a meaningful impact every day.

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