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Tax Operations Specialist: Client-Driven & Detail-Focused
Job in
Rockville, Montgomery County, Maryland, 20849, USA
Listed on 2026-08-03
Listing for:
AlphaCore Wealth Advisory LLC
Full Time
position Listed on 2026-08-03
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Accounting
Office Administrator/ Coordinator
Job Description & How to Apply Below
Alpha Core Wealth Advisory LLC is seeking a Tax Operations Administrator to support the administrative and client service functions of the tax department. You will coordinate client documentation, data entry, and engagement administration while ensuring accurate records and smooth workflow.
In this role you will manage tax return filing, client communications, and compliance with procedures. The successful candidate is highly organized, tech-savvy, and committed to excellent client service in a
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