Job Description
We are seeking a highly organized and client-focused Senior Tax Administrator to join our tax technical team. This pivotal role supports client relationships across multiple internal departments and plays a key part in delivering a seamless and high-quality client experience. The ideal candidate is detail-oriented, communicative, and a tech savvy individual.
Responsibilities
- Lead on engagement management, including obtaining signatures for tax filings
- Lead on tracking and reviewing engagement letters and invoices, ensuring approval and submission
- Follow up with the team on issues noted in weekly meetings for calendar updates
- Manage some billing
- Power of Attorney’s
- Assemble returns
- Monitor Client Collaboration (ex. Return signature received)
- E-file tax extensions and tax returns
- Monitor rejections and send them to preparer to fix
- Monitor 8879 and follow up with client weekly
- Return client info
- Assist with update PM, CCH, and XCM as client changes occur or they become inactive
- Send IRS certified mail/IRS responses
- Manage and help lead moderate projects throughout the year
- Other duties as assigned
Education and Experience
- Bachelor’s degree (accounting or finance degree preferred)
- 5-8 years of relevant experience
- 2+ years of prior tax administration in public accounting is required
Skills and Abilities
- Proficiency in tax return workflow tools such as XCM
- Proficiency in DocuSign, PDF type software
- Organization and calendar management
- Flexibility and ability to adapt in fast paced and changing environment
- Mentor others and lead by example
- Support and encourage team members
- Communication and collaboration
- Attention to detail
- Prior CCH experience required
- Tech savvy
- Advanced skills in Excel
- Problem solving
- Team player
- Desire to work as a career tax administrator
Job Tags