Tax Administrator

Tax Administrator

Job Responsibilities

• Affiliate with the Tax Accountant in maintaining internal tax policies, procedures, and fiduciary tax compliance processes.
• Process, file, and initiate payments for trust returns, extensions, and estimated tax payments.
• Download, extract, and save tax documents and returns to client folders; organize estimated payment vouchers.
• Obtain signatures for e-file authorization forms, engagement letters, and powers of attorney.
• Prepare and file FBARs and Form 56’s.
• Maintain and track tax compliance spreadsheet.
• Provide CPAs with signed e-file forms, engagement letters, and payment confirmations.
• Add and update new account and CPA information in client databases.
• Enroll new non-grantor trusts into EFTPS and e-filing systems.
• Process payments and distribute grantor letters and tax documents to grantors of 1099 accounts.
• Maintain certified mail slips and return receipt cards for compliance documentation.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred, equivalent direct related fiduciary tax administration experience will be considered.
• At least 5 years of experience in fiduciary tax administration, trust administration, tax compliance coordination, or related trust operations.
• Experience coordinating tax compliance activities, including the collection and organization of tax source documents, tax return processing, estimated tax payments, tax notices, and related compliance documentation.
• Working knowledge of fiduciary income tax returns, beneficiary K-1s, trust taxation and fiduciary tax compliance processes.
• Experience with Ultra High Net Worth (UHNW) clients preferred.
• History of demonstrated ability to perform under strict deadlines.
• Strong verbal and written communication skills, organizational and analytical skills.
• Proficiency in Microsoft Outlook, Word, Excel, PowerPoint.
• Ability to work independently on tasks and projects.