virtual vocationsNew York, NY
Tax Operations Administrator
Tax Operations Administrator
Tax Operations Administrator
virtual vocationsNew York, NY
yesterday
Tax PreparersTax Examiners and Collectors, and Revenue AgentsSecretaries and Administrative Assistants, Except Legal, Medical, and Executive
Apply for this role (opens in a new tab)To support the operations of a growing tax services organization, the full-time remote Tax Operations Administrator will manage client engagement, oversee tax systems data setup, and optimize workflow management to enhance client and advisor satisfaction.
Key responsibilities:
Engage with clients and financial advisory teams to clarify tax operations processes and ensure necessary documentation is available
Manage the workflow of tax operations, including the tracking and signing of Engagement Letters and processing client tax documents
Assist in defining and implementing process improvements within tax operations to enhance efficiency and effectivenessRequired qualificationsHigh school diploma or equivalent; Bachelor's degree strongly preferred
Minimum of 3 years of tax operations administration experience
Intermediate-level experience with Microsoft Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document
Ability to manage multiple tasks or projects simultaneously
Proficient in using AI and digital tools for operational efficiency
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
yesterday