Tax Administrative Assistant

Administrative Role In Family Office Tax Group

Katie Weigel with Robert Half Finance and Accounting, direct hire placement of accounting and finance professionals, is recruiting to fill an administrative role supporting a sophisticated tax group in a family office. The person in this role should have tax support experience. Day to day the role includes assisting the tax team with servicing high-net worth clients including administration of compliance functions and tax compliance.

Key Responsibilities:

• Managing and maintaining the tax calendar for the tax team and assisting with workflow management
• Processing tax returns, electronically filing returns, and tracking acceptance
• Initiating all tax payments on behalf of our clients with various taxing jurisdictions and saving confirmation of payments
• Updating bookkeeping for clients' businesses including reviewing monthly bank statements and maintaining books
• Preparing various information tax returns including Form 1099-MISC, Form 1099-NEC, and Form 1098
• Proactively communicating with other tax team members on status of assignments and assistance needed
• Reviewing and organizing tax source documents for the preparation of individual, gift, fiduciary, corporation, and partnership tax returns
• Assisting with the preparation of individual tax returns as required
• Providing other support to the tax and accounting departments as needed

Technical Expertise:

• Experience in public accounting preferred with exposure to individual tax returns. Similar experience in a major bank trust accounting environment with fiduciary and individual tax responsibility
• Proficient with tax preparation software (CCH's Pro System fx preferred) and highly proficient in Excel
• Bachelor's degree in accounting or finance preferred but not required
• Accounting or similar paraprofessional experience preferred

Personal Attributes:

• Detail oriented and organized
• Skilled at identifying opportunities and solutions for problems
• Strong written and verbal communication skills
• Strong sense of accountability and time management skills
• Ability to work independently as well as in teams
• Flexibility and willingness to perform work outside of your discipline as needed to meet client demands from a small family office
• Ability to maintain strict client confidentiality and focused on providing superior client service

This is a great family office group with offices in South Reno. They offer a flexible work environment, where 37.5 hours per week is considered full time. They have phenomenal benefits, fantastic culture and a very tenured team reflective of what you would expect from a great company.