Seasonal Tax Operations Administrator
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Seasonal Tax Operations Administrator ensuring effective operations for Wealth Enhancement’s in-house tax services organization. Engaging with clients, managing tax documentation, and optimizing processes.
Responsibilities:
- Engage with clients to clarify tax operations processes, get Engagement Letters signed, and address client inquiries about tax organizers, required documents, and tax operations.
- Work with clients and Financial Advisory Teams to ensure tax documentation required by Tax Advisors to process new client referrals is available when needed.
- Follow-up with clients to get missing tax documentation and ensure Tax Advisors do not have to engage in operational tasks.
- Work with Financial Advisors to ensure clients’ tax-relevant financial information and related documents are shared with Tax Advisors.
- Ensure clients and Financial Advisors are updated on work status, as needed.
- Help resolve any client and Financial Advisor issues with tax operations.
- Set up client, financial advisor, tax advisor, services, pricing, and other required information in tax operations systems and/or tax software.
- Enter / upload client data and documents into systems.
- Transfer client documents, as needed, to the appropriate systems storage locations.
- Review and ensure accuracy of all tax operations systems data.
- Send, track, and ensure signing of Engagement Letters.
- Prepare, send, track, and ensure completion of tax organizers.
- Manage receipt, storage and return of client tax documents.
- Process and scan/ingest client documents into tax software.
- Identify missing documents and follow up to get them.
- Gather 1099s and other tax-related forms.
- Manage 8879s submissions and eFile tax returns.
- Manage / update workflow statuses in tax operations systems / software.
- Prepare organizers, tax returns, etc. for clients and Tax Advisors.
- Resolve issues raised by Tax Advisors regarding missing documents and process.
- Track regulatory notices, planning / projections / consulting services requests, etc.
- Assist in defining and implementing tax operations processes.
- Assist with measuring tax operations effectiveness and efficiency.
- Help identify areas for continuing process and systems optimization.
- Provide pre-defined and ad hoc reporting on tax operations.
- Create and send client invoices, manage chargebacks, and coordinate with Accounting.
- Ensure tax operations and client records are kept up to date.
- Set up client appointments with Tax Advisors.
- Assist in organizing team activities.
- Build and maintain good relationships with Tax Advisors, Financial Advisors, and clients.
- Collaborate with team members to improve team effectiveness, productivity, & satisfaction.
- Share expertise and assist team members as appropriate.
- Participate in team meetings, activities and offsites.
- Contribute to maintaining a positive and fun team culture.
Requirements:
- Associate degree preferred
- Bachelor’s degree strongly preferred
- Minimum of 3 years of tax operations administration experience
- Ability to effectively manage multiple tasks or projects simultaneously
- Strong verbal and written communication skills
- Intermediate-level experience using Microsoft Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document Collaborative
- Positive solution-focused attitude
- Calm and focused under pressure
- Highly organized and diligent
- Strong process and detail orientation
- Drive for results and excellence
- Some travel to a remote office may be required
- Must be willing to work long hours during peak tax seasons
Benefits:
- Training and professional development
- 401k – with match and profit sharing
- Wellness programs and resources
- Worker's compensation – employer paid
Similar Jobs
Senior Tax – International
Tax Senior assisting partners and managers on international tax compliance and consulting for a Top 100 accounting firm. Requires bachelor's degree and 2+ years of relevant experience.
US Seasonal Tax Manager
Tax Manager specializing in tax compliance for high-net-worth private clients in the US. Managing tax planning and complex returns remotely for a diverse portfolio of clients.
Senior Manager, Tax – Indirect
Seasonal Tax Manager reviewing state income tax returns for EY. Requires CPA license and 4+ years of relevant experience.
Seasonal Tax Indirect Manager
Seasonal Tax Manager for EY reviewing state income tax returns and notices. Work remotely with supportive colleagues and opportunities for skill enhancement.
Tax Manager – Real Estate Tax Technical Reviewer
Tax Manager ensuring high-quality reviews of real estate tax returns for a virtual CPA firm. Engaging in mentoring and technical guidance for team members while managing client relationships.
Coordenadora de Tributos
Pessoa Coordenadora de Tributos liderando a área fiscal do Efí Bank com foco em excelência operacional e visão estratégica. Atuando na evolução dos processos e implantação da Reforma Tributária.
Tax Manager
Manager, Tax managing daily global tax compliance and audits for Talkdesk. Collaborating with accounting for accurate tax reporting and enhancements for scalability.
Tax Preparer
Tax Preparer ensuring accuracy in AI-generated tax drafts for individuals and businesses. Leveraging advanced tools to streamline workflows in a startup environment.
Tax Manager
Tax Manager at Nysonian overseeing tax compliance and reporting, collaborating with finance and legal teams. Focused on risk identification and strategic tax planning with a dynamic global brand.
Tax Analyst
Tax Analyst responsible for managing tax compliance and reporting across U.S. and Canadian jurisdictions. Collaborating with Finance leadership at Nysonian for scalable tax processes.
Tax Manager
Tax Manager leading day-to-day tax operations at Redesign Group, focusing on scalable tax processes and compliance management.
Senior Tax Associate, Real Estate
Real Estate Senior Tax Associate at a virtual CPA firm completing tax return reviews and mentoring staff. Engaging with real estate investors and improving industry standards in accounting.
Tax Trainee
Tax Trainee at Cooper Parry helping teams understand clients' needs and ensure compliance. Assisting with tax returns and staying updated on legislation changes.
Tax Consultant, CPA
Tax Consultant managing tax preparation and strategy services for LLCs and S Corporations. Working with clients to deliver comprehensive financial insights while helping women business owners grow their businesses.
Tax Reporter
Tax Reporter at Law360 covering federal, international and state & local tax news. Responsible for producing news stories and briefs, covering hearings, and assisting with news searches.
Technical Tax Partner
Technical Tax Partner at Reid Accountants + Advisors providing tax planning and advisory for UHNW individuals. Lead intricate U.S. and international tax matters with deep technical expertise.
Principal CPA, Director of Tax
Principal CPA managing client relationships and providing tax recommendations. Leading a team while ensuring compliance and maximizing financial opportunities.
Excess and Surplus Tax Filing Specialist
E&S Tax Filing Specialist at RecruitGo responsible for preparing surplus lines tax filings. Ensuring compliance and accuracy while managing multiple deadlines in a fully remote role within the Philippines.
Vice President, Tax
Vice President of Tax overseeing global tax strategy, planning, compliance, and operations for Sprinklr. Collaborating with leadership to align tax strategy with long-term goals in a SaaS environment.
Senior Technical Manager – Tax, Trusts
Technical Manager providing regulatory and technical support to intermediaries at M&G. Leading training initiatives and ensuring compliance with planning and financial legislation while collaborating with marketing teams.