Tax Administrative Associate

High School Diploma is required

Bachelor's degree is preferred

Must be incredibly detail oriented and possess strong organizational skills

Proficiency in Microsoft Office Suite, especially Excel and Word

Familiarity with Agilink, GoSystems, or CCH tax software is a plus

Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)

Track, assemble, process, and file all tax engagements including but not limited to individual, corporate, and partnership tax returns and extensions; amended tax returns, quarterly estimates, and the reporting of foreign bank accounts

Create, maintain, and monitor tax-related projects in applicable project management software and control lists to ensure projects proceed and are completed in a timely manner, tax filings are accepted, and deadlines are met

Coordinate with Tax and Account Management personnel for the procurement of documentation required for filing of tax returns and tax related payments

Provide supporting documentation for Account Management personnel to use to book payments and receivables in Agilink or DF Imaging

Oversee and maintain records of necessary tax documents including those pertaining to proof of successful timely filing

Assemble and coordinate all documentation necessary for requests to E-File Department