Senior Tax Administrator

Focus Partners Wealth • Needham, MA

5d

About The Position

The Senior Tax Administrator assists with administrative functions, including managing supplies, offsite document storage, and postage. The role supports tax-return processing and a paperless tax environment through document management, client communications, mailings, and related administrative work. This is a non-exempt position.

Requirements

• Knowledge of various tax returns.
• 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's or bachelor's degree preferred.
• Two or more years of experience preferred.

Responsibilities

• Send out client organizers.
• Perform faxing and copying as needed.
• File and scan tax documents.
• Scan client originals into the document management system.
• Use the document management system daily to support a paperless tax environment.
• Maintain Workstream and track work daily.
• Add and delete client information in the document management system.
• Use the e-file system as needed.
• 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.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(k)
• Annual cash bonus may be available

What This Job Offers

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