JOB DESCRIPTION
Position Summary
The Tax Support Administrator plays a critical role in ensuring efficient administrative operations of the Tax Department. This position supports the tax team by scanning client documents, assembling tax returns, processing electronic filings and extensions, maintaining client records, and assisting with internal workflow management.
This is a great opportunity for someone detail-oriented, and process-driven who is seeking a stable administrative role with future potential to grow into tax operations. The ideal candidate is highly dependable, tech-comfortable, strong attention to detail, and thrives in a fast-paced, deadline-driven environment. The hourly rate range is $28.87- $32.69 per hour plus competitive health benefits and 401k plan.
Essential Functions
- Receive and scan incoming tax source documents (e.g., 1099’s, W-2s, K-1s, client organizers) to ensure timely access for preparation.
- Assemble and process finalized tax returns for delivery to clients (electronic and/or paper).
- E-file tax returns and extensions to tax authorities (e.g., IRS, state agencies).
- Track e-file acknowledgements and ensure successful transmission of filings.
- Manage the intake and logging of signed e-file authorizations and client correspondence.
- Monitor and support timely processing of extensions, estimates, and amended returns.
- Organize and maintain client folders (physical and digital).
- Update client information in internal systems.
- General support of client and departmental deadlines.
- Assemble client tax organizers & engagement letters
- Oversees XCM set-up and New Client set-up
- Other special projects/tasks as required.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time or without notice.
Work Environment
This job operates in a professional office environment and includes heavier workload during tax busy seasons (February-April and August-October).
Position Type
This is a full-time position. Hours should comply with business hours and schedule approved by management. Any hours worked over 40 hours per week will be paid at 1.5 the standard rate. Evening and weekend work may be required as job duties demand.
