Tax Administrator

Duties And Responsibilities

• Cookbook the tax return information and enter information into tax preparation software
• Coordinate payment of estimated tax payments, tax return payments and extension payments by required due date, including maintenance of EFTPS bulk application
• Signatures for officers/shareholders as needed via Docusign
• Summarize information necessary to support calculations of quarterly estimated tax payments
• Administer the electronic filing of internally prepared tax returns, liaise with CCH to resolve issues related to tax preparation software and manage administrative tasks related to tax preparation software
• Prepare and coordinate responses to government authority notices as needed, including preparation of any necessary powers of attorney, and maintain mailing receipts and mail log for responses sent
• Download and organize monthly bank statements, prepare bank reconciliations, payment of taxpayer expenses as needed, and other accounting assignments as assigned
• Maintain Team task calendar and Team Outlook inbox to ensure timely completion of tasks
• Maintain refund tracker, including follow-up on any outstanding items
• Cookbook payment of Team administrative expenses and expense reports
• Shareholder support as needed
• Perform other job-related duties as assigned

Minimum Qualifications

• Bachelor’s degree plus 1 to 2 years’ experience; or an equivalent combination of education and experience
• Proficient use of MS Office programs (Excel, Word, Outlook and Teams)
• Effective written and verbal communication skills, including ability to work cross-functionally
• Strong attention to detail and accuracy, including solid organizational and time management skills
• Able to manage multiple tasks and priorities
• Willingness to learn and expand your skills
• Able to work independently

Preferred Qualifications

• Experience working in a tax organization (i.e. public accounting or internal tax department)
• Experience with Quickbooks and CCH Axcess
• Familiarity with preparation of individual and trust tax returns

Physical Demands

• Physical demands with activity or condition for a considerable amount of time include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or adding machine
• Occasional lifting/lowering, pushing, carrying, or pulling up to 15lbs

Work Environment

• Currently hybrid schedule (3 days in office, 2 at home)
• May require extended hours during peak tax deadlines
• Physical demands with activity or condition for a considerable amount of time include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or adding machine
• Occasional lifting/lowering, pushing, carrying, or pulling up to 15lbs
• This role requires regular, ongoing in-office presence.
• Employees are expected to work onsite, which includes non-company locations where we conduct business, the majority of the time to support collaboration, productivity, and business operations according to the schedule set by supervisors and/or branch management.