Tax Administrator

Primary Responsibilities

• Coordinating and managing tax documentation (e.g., W2s, K1s, 1099s) as they relate to the preparation of primarily trust income tax returns.
• Maintaining internal project management infrastructure, including internal files such as engagement letters, client signature pages, and invoices, as well as workflow tracking and management tools.
• Collaborating with Whittier Trust’s client advisors & external vendors to proactively request and provide documentation, monitor account profiles, and deliverable timelines.
• Preparation of reports for data analysis using Excel and internal applications.
• In addition, this role may require managing relevant documents and forms related to retirement accounts.
• Facilitating and processing tax payments through the web portals of various tax authorities, as well as electronic and paper filing of completed tax returns.
• Assisting with special projects and additional tasks when necessary.

Desired Skills & Experience

• Minimum of 3 years of relevant experience, preferably within the front office of a small to mid-sized public accounting firm.
• Experienced and knowledgeable in all forms of tax source documentation.
• Reliable and meticulous attention to detail.
• Highly organized with good time management skills.
• Effective verbal and written communication skills.
• Ability to manage and prioritize complex projects with occasional conflicting deadlines.
• Collaborative team player with strong interpersonal skills.
• High integrity with a diligent work ethic.
• Commitment to continuous learning and improvement.
• Excellent computer skills with knowledge and experience in Microsoft Office Suite, including Word, Excel, and Outlook, as well as CCH Axcess Tax.
• Familiarity with SharePoint is a plus.

Pay

Compensation: A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match. Base salary range $55,000 - $70,000 annually.