Administrator, Specialty Tax Operations

Work with a Top 20 CPA and advisory firm that brings together proven expertise, deep understanding, and strategic foresight for fast-growing industries. Aprio has 40 U.S. office locations, international offices, and more than 3,200 team members speaking 60+ languages globally. Join Aprio's Specialty Tax team to help clients maximize their opportunities in a progressive, fast-growing firm.

About the role

This position provides high-level administrative support for the Tax Team. The role is vitally important to the success of day-to-day operations and organization of the department. The ideal candidate is resourceful, an excellent problem solver, and very organized, with the ability to multi-task while maintaining complex schedules. Independent judgment is required to plan, prioritize, and organize a diversified workload.

Responsibilities

• Schedules and organizes complex activities such as meetings, travel, conferences, and department activities for all members of the department.
• Deliver tax returns, extensions, and estimates in both electronic and paper format.
• Preparation of zero extensions in tax software.
• E-filing of tax returns.
• Coordination of receipt of signed e-file authorizations.
• Preparing and proofreading correspondence, including client engagement letters and response letters to the IRS and various tax authorities.
• Possess a general understanding of invoicing and reporting in a professional services environment.
• Preparation of expense reports.
• Handling confidential correspondence and files, and new client set-up.
• Coordinating and managing workflow with the team.
• Managing due date reporting for meeting IRS/tax authorities deadlines.
• Management of partner prospects and leads.
• Reporting in various programs.
• Creation of reports in Microsoft Excel with the ability to format, create intermediate formulas, charts, and graphs.
• Acts as the ambassador of the department.
• Ability to work independently and act as project manager on special projects.
• Proofreads for spelling, grammar, and formatting, making appropriate changes; responsible for accuracy and clarity of final copy.
• Ability to learn quickly and become proficient with Aprio's Windows-based applications.

Requirements

• 5+ years of administrative experience; experience in a tax practice is a plus.
• Intermediate to advanced Excel skills; ability to be resourceful in learning Excel features and formulas.
• Intermediate to advanced PowerPoint and Word skills.
• Technology-savvy with great interpersonal skills.
• Skilled at managing upwards.
• Ability to analyze and revise operating practices to improve efficiency.
• Detail-oriented and comfortable working in a fast-paced, time-sensitive office environment.
• Proficiency in multi-tasking and prioritizing using strong problem-solving skills and the ability to self-direct.
• Aptitude for working with a diverse group of important external clients as well as internal associates at all levels of the organization.
• Exceptional written and verbal communication skills.
• Superior organization skills and dedication to completing projects in a timely manner.
• Organizes and prioritizes large volumes of information and calls.

Pay

$31.25 - $43.27 an hour.

Benefits

• Medical, dental, and vision insurance on the first day of employment.
• Flexible Spending Account and Dependent Care Account.
• 401k with profit sharing.
• 9+ holidays and discretionary time off structure.
• Parental leave – coverage for both primary and secondary caregivers.
• Tuition Assistance Program and CPA support program with cash incentive upon completion.
• Discretionary incentive compensation based on firm, group, and individual performance.
• Incentive compensation related to origination of new client sales.
• Top-rated wellness program.
• Flexible working environment including remote and hybrid options.

Why work here

• Work with an industry leader in a high-growth firm passionate about what’s next.
• An awesome culture guided by thirty-one fundamental behaviors ensuring exceptional team-member and client experiences (the Aprio Way).
• Collaborate with a high-energy, passionate, caring, and ambitious team of professionals.
• Entrepreneurship: freedom to innovate and bring ideas to help grow the firm.
• Growth opportunities in an environment that fosters continuous learning and advancement.
• Competitive compensation, industry-leading benefits, and a flexible work environment for work/life balance.