Salary
💰 $115,000 - $130,000 per year
About the role
- Provide administrative support to industry leaders delivering Tax services
- Familiar with Tax Return Assemblies, E-Filing and workflow process
- Assembly of tax returns and e-filing
- Assist Partner who oversees Tax Operations with implementing new systems, software, processes and procedures and integrating new offices
- Supervise service line on-boarding and continuing staff training
- Managing service line administrative procedures and workflows
- Lead the administrative team and hold them accountable
- Ensures that all Tax data and retention policies are met
- On-boarding and training of new Tax Administrative team members
- Provide continuing training, tools, and alerts to Tax Administrative team members
- Help implement solutions to streamline and automate processes and procedures
- Assist Tax report formatting and adheres to Quality Control and other policies and procedures
- Manage changes to the users and related costs of the Tax application technology stack
- Communication on firmwide Tax Administrative items/updates/need to know information
- Assist with Professional Development initiatives including coordinating trainings and CPE for Tax team
- Upload and maintain Administrative information to Virtual Cabinet
- Update Tax intranet home page
- Participate in national and regional projects and supervise small teams within a department
- Assist with client management including onboarding and collecting necessary documents
- Assist with client billing following up on account receivables and collection efforts
- Assist Partner with other special operations projects as needed
- Supervisory responsibilities: Tax Administrative team firmwide
Requirements
- Associate’s degree (AA) or equivalent
- Five years of related experience
- 5 years of management experience or equivalent combination of education and experience
- Excellent verbal and written communication skills
- Advanced skill set with Microsoft Office, MS Sharepoint and SalesForce or similar certified records management system
- Experience with InDesign or similar desktop publishing application
- Commitment to excellence and high standards (i.e., acute attention to detail)
- Strong organizational, problem-solving, and analytical skills
- Ability to deal effectively with a diversity of individuals at all organizational levels
- Good judgment with the ability to make timely and sound decisions
- Ability to work independently and as a member of various teams and committees
- Versatility, flexibility, and a willingness to work within constantly changing priorities
- Stronger leadership skills and ability to train incoming admin team members
- Demonstrated ability to plan and organize projects
- Prior experience in a professional environment preferred
- Ability to perform several tasks concurrently
- Ability to communicate clearly and concisely, verbally and in writing, in English
- Must be able to keep client matters strictly confidential