Tax Operations Administrator

Job Summary

To support the operations of a growing tax services organization, the full-time remote Tax Operations Administrator will manage client engagement, oversee tax systems data setup, and optimize workflow management to enhance client and advisor satisfaction.

Key responsibilities

• Engage with clients and financial advisory teams to clarify tax operations processes and ensure necessary documentation is available
• Manage the workflow of tax operations, including the tracking and signing of Engagement Letters and processing client tax documents
• Assist in defining and implementing process improvements within tax operations to enhance efficiency and effectiveness

Required qualifications

• High school diploma or equivalent; Bachelor's degree strongly preferred
• Minimum of 3 years of tax operations administration experience
• Intermediate-level experience with Microsoft Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document
• Ability to manage multiple tasks or projects simultaneously
• Proficient in using AI and digital tools for operational efficiency