CFGI

Fund Management – Tax Assistant

CFGI

full-time

Posted on:

Location Type: Hybrid

Location: Washington, DC • District of Columbia • Washington • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Lead

About the role

  • Supporting the tax notice process, including opening and scanning notices, distributing notices to different teams, maintaining the notice portal, and tracking responses.
  • Assisting with the tax return filing process, including obtaining signatures, preparing payment support, coordinating mailings, and saving down returns to internal network.
  • Supporting the legal entity management function by preparing basic IRS forms as needed (SS-4’s, 8832 Election Forms), tracking acquired and disposed assets, updating organizational charts, and completing requests that come through the Entity Lifecycle Manager (ELM).
  • Assisting with the tax refund tracking process, including saving down refund checks, provide support, update the tracker, and contact the respective tax authorities as needed.
  • Organizing and maintaining thorough records for team; uploading documents as needed to secure, internal databases.
  • Maintaining confidentiality of all sensitive and confidential issues; assisting a wide variety of projects as reasonably assigned.

Requirements

  • Bachelor’s Degree preferred, but not required.
  • Extremely detail-oriented and organized.
  • A self-starter with the ability to prioritize and see the bigger picture.
  • Strong research/data mining skills.
  • Effective written and verbal communication skills.
  • Effective time management skills and ability to meet deadlines.
  • Ability to work in a fast-paced and demanding environment.
  • High integrity and must be able to maintain confidentiality of sensitive and proprietary information.
  • Advanced PC skills and excellent Microsoft Office skills.
  • Intermediate level Excel skills.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax notice processtax return filingIRS formsdata miningrecord keepingrefund trackingorganizational chartsasset tracking
Soft Skills
detail-orientedorganizedself-startereffective communicationtime managementability to prioritizeability to meet deadlineshigh integrityconfidentiality