Associate, Tax Operations

Mariner Careers • El Segundo, CA

100d

About The Position

The Associate, Tax Operations provides critical administrative and operational support to the tax team. This role ensures smooth processing and tracking of tax deliverables within the full engagement cycle, invoicing, and electronic filing, with a strong focus on coordination, accuracy, and client service.

Requirements

• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Familiarity with basic document handling, workflow coordination, or client service.
• High school diploma or equivalent.

Nice To Haves

• 1+ years of experience in administrative, tax, or financial operations.
• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• Experience with tax workflow systems (XCM, CCH Axcess, Box, ShareFile).
• Experience supporting tax professionals or working in a financial services environment.

Responsibilities

• Gather tax documents, assemble deliverables, and maintain portals and electronic filing records.
• Communicate with clients and assist with deliverables.
• Process e-filings, manage rejections, and maintain audit documentation.
• Coordinate estimated tax payments, confirm completion, and maintain payment records as assigned.
• Draft invoices, track accounts receivable, and manage data in XCM.
• Track return flow, support backlog monitoring, and manage task status in XCM and CCH Axcess.
• Complete administrative tasks including client database management, file management, document management, and internal meeting coordination. Tasks include engagement letters, tax organizers, tax mailings, and similar.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED