Senior Tax Administrator

CI Financial•Miami, FL

6d•Onsite

About The Position

The Senior Tax Administrator supports the operational, administrative, and technology functions of Corient’s tax practice. The role coordinates tax-return workflows, client onboarding and service administration, tax return delivery and filing, technology support, financial tracking, document management, and process improvement. The position works across clients, advisors, tax preparation and review teams, vendors, and internal stakeholders in a fast-paced professional services environment. It requires strong organization and communication, an understanding of tax administration processes, and the ability to manage multiple priorities. The position is onsite four days per week and may involve prolonged sitting and computer use, as well as lifting up to 15 pounds.

Requirements

At least 3 years of experience in tax administration, public accounting, operations, or related administrative support roles.
Experience with tax software platforms; CCH Axcess, SafeSend, and TaxCaddy are preferred.
Strong organizational, project management, and multitasking skills.
Excellent attention to detail and accuracy.
Strong analytical and problem-solving abilities.
Excellent written and verbal communication skills.
Ability to work independently and collaborate effectively across teams.
Proficiency in Microsoft Office Suite, particularly Excel, Outlook, and Word.
Must be at least 18 years old.
Must have unrestricted U.S. work authorization; Corient states that it hires U.S. citizens or permanent residents for U.S. opportunities, subject to stated exceptions, and requires proof of work authorization.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

Bachelor’s degree in Accounting, Finance, Business Administration, Management Information Systems (MIS), or a related field is preferred.

Responsibilities

Coordinate client tax return onboarding, processing, delivery, and filing.
Track tax returns through preparation, review, delivery, and filing to ensure deadlines are met.
Assist with e-filing and resolve administrative filing issues.
Manage new-client onboarding, including setup of client records and folders and collection of required documentation.
Keep client information, agreements, and records complete and current; respond to client inquiries and document interactions and transactions.
Liaise among clients, advisors, and internal teams as needed.
Provide first-level support for staff using CCH Axcess, SafeSend, TaxCaddy, and related tax technology platforms.
Assist clients with account access and SafeSend or TaxCaddy troubleshooting.
Coordinate with vendors and technology partners to resolve software and workflow issues; support software administration and process improvements.
Coordinate workflow across tax preparation and review teams; monitor dashboards, project status, and deadlines; identify bottlenecks and recommend improvements.
Assist with drafting, documenting, and updating operational procedures and best practices, and support firm-wide projects and operational initiatives.
Maintain fee quote requests and track fees from initiation through approval.
Support quarterly and annual billing processes and related administrative functions with network offices.
Prepare reports and analyses to support management decision-making.
Organize electronic and physical client records; ensure documents are properly stored, secure, and accessible.
Maintain confidentiality and security of sensitive client and firm information; assist with scanning, mailing, document retention, and file management.
Manage scheduling, email communications, return delivery, and day-to-day administrative functions.
Coordinate communications with clients, vendors, and internal stakeholders and support departmental and firm initiatives as assigned.