Tax Administrator

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The Tax Administrator reports to the Chief of Staff of the Tax and the position’s primary role will be to provide direct support to the department. The Tax Administrator will be responsible for tax return processing, administrative functions, and record management.

Company Information:

Premier strategic financial and advisory firm serving high net worth individuals and families, corporations, non-profits and foundations.

Job Description:


• Assist Chief of Staff on tracking and following up with managers on deliverables of high priority projects
• Manage SharePoint Calendar and Tax Site, including electronic document scanning and archiving
• Assisting Federal team with processing and mailing Federal and State Returns, including extensions, and estimated payments
• Assisting with the preparation of tax forms
• Assist team on record retention implementation
• Manage scheduling of interns and analysts
• Word processing – assisting on memos
• Power Point processing – assisting on presentations
• Processing tax payments and maintaining tax payment schedules
• Invoice retrieval for income tax return analysis

Requirements / Qualifications:

• Bachelor’s degree required
• Minimum of 4 years tax administration experience, including tax seasons
• Requires overtime (evening and weekends) during spring and fall tax busy seasons
• Knowledge of tax return collation in compliance with various U.S. jurisdictions
• Exhibits superior verbal and written communication skills
• Exhibits attention to detail skills
• Consistently demonstrates professional demeanor and presentation
• Display high energy approach and pro-active mindset
• Sound judgment and problem-solving ability
• Exhibits exceptional customer service skills and responsiveness
• Ability to multi-task and effectively perform project execution within assigned deadlines
• Demonstrated ability to be flexible and adapt to an ever-changing work environment
• Able to appropriately handle confidential and highly sensitive material
We’d love to see:
• Computer proficient MS Office (ProSystem and/or CorpTax a plus)

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