Senior Tax Administrator

Focus Financial Partners•Needham, MA

8d•$75,000 - $85,000

About The Position

The Senior Tax Administrator assists with administrative functions, including supplies, offsite document storage, and postage, and applies knowledge of various tax returns. The role supports a paperless tax environment and day-to-day tax document and workflow administration. This is a non-exempt position. The listed annualized base pay range is $75,000–$85,000; actual compensation may vary based on experience, subject matter expertise, work location, and skill set. Additional compensation may include an annual cash bonus and a benefits package. The job title may change based on the selected candidate’s experience and education.

Requirements

Knowledge of the MS Office Suite, ProSystem fx Suite, CCH Document, and Workstream.
Prior experience in a similar role.
Strong organizational skills.
High school diploma required.

Nice To Haves

Associate or bachelor’s degree preferred.
Two or more years of experience preferred.

Responsibilities

Send out client organizers.
Fax and copy documents as needed.
File and scan tax documents.
Scan client originals into Document/Scan.
Use Document daily to create a paperless tax environment.
Maintain Workstream and track work daily.
Add and delete client information in Document.
Use the e-file system as necessary.
Mail client correspondence and tax returns.
Use ProSystem as needed for extensions, estimates, and e-file release.
Contact clients as needed to obtain information.
Use FedEx and messenger websites for mailings.
Assist with administrative functions, including supplies, offsite document storage, and postage.