Tax Administrative Assistant

About the role

Gelfand, Rennert & Feldman is seeking a Tax Administrative Assistant to join our team of dedicated professionals. The Tax Administrative Assistant is responsible for assisting staff accountants and managers with administrative components of tax filing. This position is fully in office out of our Nashville, TN office. Additionally, this role requires the ability to work overtime hours and weekends, as needed during tax season.

Primary Responsibilities

• Track, assemble, process, and file all tax engagements including but not limited to individual, corporate, and partnership tax returns and extensions; amended tax returns, quarterly estimates, and reporting foreign bank accounts
• Create, maintain, and monitor tax-related projects and control lists to ensure projects proceed and are completed in a timely manner, tax filings are accepted, and deadlines are met
• Cook up with tax and account management personnel for procuring required documentation for filing tax returns and tax related payments
• Provide supporting documentation for account managers to use to book payments and receivables in AgilLink
• Oversee and maintain records of necessary tax documents including those pertaining to proof of successful timely filing
• Assemble and coordinate all documentation necessary for requests to the e-file department
• Maintain awareness of return diagnostics to point out possible impediments to the filing process
• Absorb tax returns and other correspondence for shipping via certified mail, express / priority mail, and FedEx as necessary
• Monitor booking of tax AJE’s
• Upload tax documents and other tax-related paperwork into electronic tax binders
• Maintain knowledge and awareness of federal and multi-state due dates, forms, and filing requirements
• Absorb K-1’s and other tax-related documents
• Draft IRS and other tax authority correspondence when requested
• Assist in researching multi-state and multi-entity types filing parameters and prepare charts for filing requirements for firm employee use
• Other projects and duties as assigned

Qualifications

• A High School Diploma is required
• A Bachelor's degree in finance or accounting is preferred
• Tax or accounting internship experience is a plus
• Proficiency in Microsoft Office Suite applications, notably Excel and Word
• Familiarity with AgilLink, GoSystems, or CCH Axcess is a plus
• Career ambition within tax and accounting
• Strong attention to detail, organization, and problem-solving skills, in addition to solid interpersonal skills and other key soft skills (i.e., communication, time management, adaptability, active listening, critical-thinking, etc.)

Pay

The annualized base pay range for this role is expected to be between $45,000 - $57,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.

Schedule

This is a non-exempt, overtime eligible position.

Benefits

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Equal Opportunity Employer

Focus Financial Partners is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.