Tax Administrative Assistant

LMW Financial • Studio City, CA

4d • Onsite

About The Position

The Tax Administrator is responsible for providing administrative support to the Tax Department. The role involves managing various tasks related to tax document processing, client communication and internal procedures. LMW Financial specializes in providing top notch accounting, bookkeeping and custom designed business management solutions to fit every client’s needs. LMW Financial is located in Encino, CA and their clientele ranges throughout Northern and Southern California and Nevada. Founded in 2014 by Lee Weinstein, MBT, LMW Financial is a young and thriving firm that offers a diverse selection of accounting and business management services. Our Mission Here at LMW Financial, our mission is to provide financial freedom and assurance to our clients. We take on our client's financial & tax burdens and manage them in a professional manner. Our financial advice has lead all of our clients to financial security, happiness and ease.

Requirements

• Ability to work independently and handle sensitive information confidentially
• Microsoft Office Suite required (Excel, Word, Outlook, etc)
• Strong interpersonal skills to collaborate with the team
• Must be detail oriented
• Comfortable working in a fast-paced, deadline driven environment, particularly during tax season.

Responsibilities

• Assembly, processing & delivery of tax documents (paper & efle)
• Organize, scan, and process tax -related paperwork efficiently
• Send Tax Summary to clients
• Manage status of tax finalization progress
• Assist the billing department with collection of tax preparation invoices
• Manage the scan & autoflow process for client documents used by tax preparers
• Manage the mail for incoming client tax documents
• Manage office calendar
• Send client engagement letters
• Send Client Tax Authorization forms via DocuSign
• Manage responses from clients regarding tax filing, tax status and ensuring timely and effective communication
• Field all client communication regarding signing process & other tax related questions as needed
• Manage Admin email, files received via client portal, signed documents, tax rejections, acceptance and assist tax team with extensions.
• Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals
• Provide support to the CEO
• Serve as backup to the Front Desk Administrator and Billing Manager as needed

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed