Tax Manager – Not-for-Profit
Baker Tilly US
Associate, Tax Operations
Mariner
full-time
Posted on:
Location Type: Hybrid
Location: El Segundo • California • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- The Associate, Tax Operations provides critical administrative and operational support to the tax team.
- Gather tax documents, assemble deliverables, and maintain portals and electronic filing records.
- Communicate with clients and assist with deliverables.
- Process e-filings, manage rejections, and maintain audit documentation.
- Coordinate estimated tax payments, confirm completion, and maintain payment records as assigned.
- Draft invoices, track accounts receivable, and manage data in XCM.
- Track return flow, support backlog monitoring, and manage task status in XCM and CCH Axcess.
- Complete administrative tasks including client database management, file management, document management, and internal meeting coordination (engagement letters, tax organizers, tax mailings).
Requirements
- Proficiency with Microsoft Office (Word, Excel, Outlook).
- Familiarity with basic document handling, workflow coordination, or client service.
- High school diploma or equivalent.
- 1+ years of experience in administrative, tax, or financial operations.
- Bachelor’s degree in Accounting, Finance, Business, or a related field.
- Experience with tax workflow systems (XCM, CCH Axcess, Box, ShareFile).
- Experience supporting tax professionals or working in a financial services environment.
- Meticulous attention to detail and data accuracy; owns quality of work.
- Manages time and deadlines independently; requires minimal oversight.
- Clear, professional communicator—written and verbal; proactively seeks and shares information.
- Customer-focused, maintains confidentiality, and follows through reliably.
- Learns new technology quickly and adapts to changing systems and workflows.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax document handlinge-filing processinginvoice draftingaccounts receivable trackingdata managementworkflow coordinationadministrative supporttax operationsattention to detailtime management
Soft skills
communicationcustomer focusconfidentialityreliabilityadaptabilityproactive information sharingindependent workmeticulousnessorganizational skillsteam support
