Tax Collator

About the role

A professional services firm in New Jersey is looking to fill an immediate need by adding a new Tax Collator to their team. This in-office role supports a fast-paced tax team by organizing client materials, managing administrative tasks, and helping ensure timely presentation-ready document preparation.

Shift

Day shift

Schedule

Monday-Friday

Hours

Standard business hours; occasional evenings and Saturday hours as needed

Setting

In-office

Responsibilities

• Rollover client data from one year to the next
• Process correspondence for tax staff
• Auxiliary preparation of engagement letters
• Answer phones, scan and fax documents, and coordinate conference and Zoom calls
• Provide administrative support to a tax partner, including mail sorting, office supply ordering, and related office tasks

Qualifications

• Proficiency with Microsoft Office products, including Word, Excel, PDF, and Outlook
• Strong administrative, communication, and organizational skills
• Professional acumen and a team-oriented, can-do attitude
• Ability to work in a high-volume, fast-paced environment with strong attention to detail
• Ability to commit to the duration of the assignment

Desired Skills

• Previous experience supporting a tax-specific team
• Familiarity with CCH Access or XCM software
• Experience with other tax software
• Exposure to public accounting environments