Tax Administrator
CurrentResponsible for providing various administrative tasks including, but not limited to:*Tax Return Assembly - Individual, Business, Fiduciary, Gift Tax*Daily, professional interaction with Clients*Provide Staff and Client support for use of electronic delivery systems, and electronic document gathering systems*Provide a high level of technical proofreading and document analysis*Provide exceptional attention to detail*Provide monthly Client billing, confidential payment processing, and professional Client follow-up on outstanding account balances*Prepare Client Engagement Letters, and subsequent tracking and indexing of such documents*Support a Team of 10+ Tax Professionals with varying tasks in a deadline driven environment*Provide excellent verbal and written communication to Clients and Tax Professionals*Daily use of Accounting and Software Programs such as Practice, GoFileRoom, SurePrep, UltraTax, TaxCaddy, SafeSend Returns, SafeSend Signatures, and various Microsoft Office Products including Word, Excel, Outlook, and Calendar*Create consistency and organization through a diverse organizational skill set*Provide support in the encouragement of team bonding and team building activities*Demonstrate a desire to serve others daily and be accountable under pressure*Manage Administrative Review process of Client Workflows prior to Electronic Tax Return Filing*Submit Tax Returns for Electronic Filing, subsequently track Returns through Taxing Authority acceptance, and notifying Tax Preparation Team of any rejected Returns*Assist with Due Date Analysis reporting to ensure timely electronic filing of Tax Returns.
