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

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