Tax Operations Administrator
New
J
JobgetherTax services
Based in the United StatesFull-TimeMiddle
Salary70,000 - 80,000 USD per year
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Job Details
- Experience
- At least three years of experience in tax operations administration
- Required Skills
- SalesforceMicrosoft Excel
Requirements
- Have at least three years of experience in tax operations administration.
- Hold a high school diploma or equivalent; an associate degree is preferred and a bachelor's degree is strongly preferred.
- Have intermediate-level experience with Microsoft Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document.
- Understand tax-related workflows, document management, client coordination, and administrative processes.
- Maintain accuracy and diligence when managing client records, tax documentation, workflow statuses, invoices, and filing-related tasks.
- Prioritize competing responsibilities, manage multiple projects, and consistently meet deadlines.
- Communicate professionally with clients, tax advisors, financial advisors, and internal stakeholders.
- Work independently in a fully remote environment while maintaining communication, accountability, and collaboration.
- Use approved AI and digital tools, validate their outputs, and protect confidential information.
- Be available to work extended hours during peak tax seasons.
Responsibilities
- Communicate with clients about tax procedures, engagement letters, organizers, required documents, and outstanding information.
- Coordinate with financial advisors to provide tax professionals with complete client documentation and status updates.
- Set up and maintain client, advisor, service, pricing, and operational information in tax systems.
- Upload, organize, verify, and manage client data and documents throughout the tax preparation workflow.
- Prepare, distribute, track, and obtain signed engagement letters and completed tax organizers.
- Coordinate Form 8879 submissions and electronic filing, update workflow statuses, and monitor regulatory notices and service requests.
- Resolve documentation and process issues, and track completion of assigned tasks.
- Support tax operations procedures and systems, identify improvement opportunities, and validate outputs from approved AI and digital tools.
- Prepare operational reports, generate and send client invoices, coordinate chargebacks, and maintain accurate records.
- Schedule appointments with tax advisors and support team activities, knowledge sharing, and productivity.
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