Senior Tax Administrator Job at ABIP CPAs & Advisors, Houston, TX

a1NOTE5rVzg0c2tWbmM3VlVwN0taS3BhRWc9PQ==
  • ABIP CPAs & Advisors
  • Houston, TX

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

Similar Jobs

Psynergy Health

Certified Medical Coder Job at Psynergy Health

 ...entry, claims submission, and follow-ups Ensure that we submit clean claims to commercial, government, and managed care payers...  ...multiple specialties (e.g., primary care, specialty practices, hospital-based coding) ~ Knowledge of Medicare, Medicaid, and commercial... 

Solomon Page

Copywriter Job at Solomon Page

 ...managers to bring creative concepts to life. Write both short-form and long-form content thats smart, polished, and tailored for target audiences. Refine and tighten existing copy to make messaging more concise, witty, and memorable. Ensure brand consistency... 

Guthrie

Unit Clerk/Care Partner - ICU/CCU - Per Diem Job at Guthrie

 ...environment (empties laundry, delivers equipment, keeps patient rooms clean and safe). - Inventories and assures disposition of patients'...  ...'s condition - Complies with policies and procedures of the hospital/nursing department. - Supports the philosophy of the hospital... 

VRS Recruitment (US)

Analytical Chemist / Quality Testing (Fragrance) Job at VRS Recruitment (US)

 ...Analytical Chemist / Quality Testing (Fragrance) NY Metro Our client is a science-driven Fragrance House using analytical chemistry, AI / Machine Learning, and sensory science to develop customized products direct to consumers. We are seeking to fill multiple positions... 

Akkodis

Mechanical Design Engineer Job at Akkodis

 ...Akkodis is seeking a Mechanical Design Engineer onsite in Durham, NC. Looking for candidates with experience with Solidworks and have an engineering degree. Pay Range: $30 an hour if Bachelors Degree on a W2 contract. $32.50 an hour if Masters Degree on a W2...