Tax Operations Administrator

📋 Description

• Client and Financial Advisor Coordination: Communicate with clients to explain tax operations
• Tax Systems and Data Management: Set up and maintain accurate client, financial advisor, tax
• Tax Workflow Administration: Manage the tax operations workflow from document collection through
• Tax Filing and Compliance Support: Coordinate Form 8879 submissions and electronic filing of tax
• Process Improvement and Digital Enablement: Support the development, implementation, and
• Reporting, Invoicing, and Record Keeping: Prepare standard and ad hoc operational reports, generate

🎯 Requirements

• Education: A high school diploma or equivalent is required. An associate degree is preferred, and a
• Relevant Experience: At least three years of experience in tax operations administration, with an
• Technical Proficiency: Intermediate-level experience with Microsoft Excel, Adobe Acrobat, DocuSign
• Organization and Attention to Detail: Strong process orientation, accuracy, and diligence when
• Communication and Client Service: Excellent written and verbal communication skills, with the
• Collaboration and Problem-Solving: A strong team-oriented mindset, positive and solution-focused

🎁 Benefits

• Competitive Compensation: Expected starting base salary of $70,000–$80,000 per year, with
• Remote Flexibility: Full-time remote work, offering the convenience of working from home.
• Health and Wellness: Medical, dental, and vision insurance for eligible employees and their
• Retirement and Financial Security: 401(k) retirement plan with employer matching and profit-sharing
• Insurance Protection: Employer-paid life and accidental death and dismemberment (AD&D)
• Paid Time Off: 18 days of accrued paid time off annually, increasing to 25 days after four years of