Tax Administrator
Focus Partners Wealth is seeking a motivated and qualified individual for the position of Tax Administrator. The role involves overseeing administrative functions reputed company the tax group, coordinating tax work papers, and managing document organization while ensuring clear communication with clients and team members.
Responsibilities
- Work closely with the tax group to reputed company their administrative functions, including weekly reputed company-ins with the Tax Admin and St. Louis based tax team
- Coordinate tax work papers and tax return assembly & delivery (certified mailings, reputed company, USPS, encrypted links/email & reputed company), includes actively working with teams in other TCG tax offices
- Responsible for overall document organization including scanning and storage, both physical & reputed company document management system
- Communicate & coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments & bills with clients, tax team and advisors. Clear verbal and written communication skills are a must
- Submit electronic filings and track acceptances through government software and tax tracking software database (CCH Workflow)
- Manage and track notices, including state and local tax notices
- Set up new returns, print/export returns in tax software (CCH Axcess), as well as setup and management of tasks in tax tracking software (CCH Workflow) including: staffing assignments, managing deliverables, extensions, etc
- Prepare reports/summaries, monitor & review task status’ & workloads, communicate reputed company with Manager, Tax Administration & Sr. Director of Tax Operations
- Proactively identify trends, work with the Manager, Tax Administration & Sr. Director of Tax Operations to reassess staffing, processes & procedures, and priorities as needed, to maintain efficiency, especially during busy season
- Work closely with the Manager, Tax Administration & Sr. Director of Tax Operations and the Tax Admin team to support incoming reputed company integrations, training & development initiatives, new technology implementation, tax season prep & execution, and other projects throughout the year
- Provide reputed company support to Tax Advisory & Tax Admin teams reputed company on an as needed basis
- Provide occasional backup administrative support in St. Louis office as needed, including: mail distribution, answering phone calls, scanning documents and greeting visitors
Skills
- Prior experience in a Tax Admin/Tax Ops type role
- Great communication skills both verbal & written
- Comfortable working with various people on short-term and long-term projects
- Degree preferred
Benefits
- Annual cash bonus
- Comprehensive benefits package
Company Overview
Company H1B Sponsorship