Tax Administrator

Aprio

Tax Administrator supporting the Tax Operations team at a top CPA and advisory firm. Handling tax documentation, client correspondence, and operational workflows.

Posted 7/23/2026full-timePhoenix • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex administrative tasks, including scheduling, tax return preparation, and client correspondence, while utilizing advanced skills in Microsoft Excel, PowerPoint, and Word. Proficient in handling confidential information and coordinating workflow within a team environment.

Highest-signal resume keywords

5+ Years Administrative ExperienceTax Return PreparationIntermediate to Advanced ExcelClient Correspondence ManagementTechnology Savvy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationE-FilingExcel FormulasReport CreationInvoicingExpense Report PreparationProofreadingClient Engagement LettersIRS CorrespondenceWorkflow Coordination

Soft Skills

Interpersonal SkillsManaging Upwards

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft WordTax Software

Industry Keywords

Tax PracticeProfessional ServicesConfidential CorrespondenceDue Date ReportingClient Set Up

About the role

Key responsibilities & impact

Schedules and organizes complex activities such as meetings, travel, conferences and department activities for all members of the department.
Deliver tax returns, extensions and estimates in both electronic and paper format
Preparation of zero extensions in tax software
e-Filing of tax returns
Coordination of receipt of signed e-File authorizations
Preparing and proofreading correspondence to include client engagement letters and response letters to the IRS and various tax authorities
Possess a general understanding of invoicing and reporting in a professional services environment
Preparation of expense reports
Handling confidential correspondence and files and new client set up
Coordinating and managing workflow with the team
Managing due date reporting for meeting IRS/Tax authorities deadline
Management of partner prospects and leads
Reporting in various programs
Creation of reports in Microsoft Excel with the ability to format, create intermediate formulas, charts, and graphs
Support with processing of certified mail
Assist in front desk/receptionist rotation

Requirements

What you’ll need

5+ years Administrative Experience; experience in a Tax Practice is a plus
Intermediate to Advanced Excel.  More importantly, the ability to be resourceful in learning Excel features and formulas
Intermediate to Advanced Power Point and Word
Technology Savvy
Great interpersonal skills
Skilled at managing upwards

Benefits

Comp & perks

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options