Tax Administrator (California)

The Tax Administrator provides administrative support to the Tax Department, including assembly of tax return packages, e-file processing and tax engagement letters. This position requires the ability to work with minimal oversight and complete detailed projects in a timely manner. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.

Duties and Responsibilities

• Assemble tax return packages for client/government filings, including e-filings

• Create applicable spreadsheet information for our tax software management

• Manage, organize and update relevant data using database applications like Sure Prep, Tax Caddy, and Ultra Tax

• Maintain and track the extended returns and mark returns completed and roll them to next year's due date

• Tax engagement letter preparation and tracking

• E-File processing and rejection follow ups

• Process and mail year-end tax documents to clients, including tax engagement letters, and tax organizers

• Arrange and participate in meetings, conferences and project team activities

• File all correspondence in document management system, Egnyte

• Organize and order all tax department forms, periodicals and related supplies

• Assist the Director with billing and invoices

• Perform general clerical duties to include but not limited to copying, scanning, mailing and filing

• Manage new client onboarding into tax software

• Direct clients to online electronic payment options for federal and state tax payments

• Assist with gathering tax documents for tax projections and tax returns

• Other duties as assigned

Qualifications

Working knowledge of tax preparation; preferably 2+ years of experience in a tax practice

• Proficient with Windows and Microsoft Office

• Experience with tax software preferred, but not required

• Excellent written and oral communication skills

• Extremely detail oriented, exceptional follow through, reliable

• Ability to maintain positive attitude, self-motivated, ethically sound judgement

• Excellent client relations and communication skills

• Strong interpersonal skills, ability to work well with all levels of the firm

• Ability to work independently and exercise discretion without direct and immediate supervision