Tax Administrative Assistant

Focus Financial Partners•Nashville, TN

22h•$45,000 - $57,000•Onsite

About The Position

Gelfand, Rennert & Feldman is seeking a Tax Administrative Assistant to join our team of dedicated professionals. The Tax Administrative Assistant is responsible for assisting staff accountants and managers with administrative components of tax filing. This position is fully in office out of our Nashville, TN office. Additionally, this role requires the ability to work overtime hours and weekends, as needed during tax season.

Requirements

High School Diploma is required
Proficiency in Microsoft Office Suite applications, notably Excel and Word
Must possess strong attention to detail, organization, and problem-solving skills, in addition to solid interpersonal skills and other key soft skills (i.e., communication, time management, adaptability, active listening, critical-thinking, etc.)
Career ambition within tax and accounting

Nice To Haves

Bachelor's degree in finance or accounting (preferred)
Tax or accounting internship experience is a plus
Familiarity with AgilLink, GoSystems, or CCH Axcess is a plus

Responsibilities

Track, assemble, process, and file all tax engagements including but not limited to individual, corporate, and partnership tax returns and extensions; amended tax returns, quarterly estimates, and reporting foreign bank accounts
Create, maintain, and monitor tax-related projects and control lists to ensure projects proceed and are completed in a timely manner, tax filings are accepted, and deadlines are met
Coordinate with tax and account management personnel for procuring required documentation for filing tax returns and tax related payments
Provide supporting documentation for account managers to use to book payments and receivables in AgilLink
Oversee and maintain records of necessary tax documents including those pertaining to proof of successful timely filing
Assemble and coordinate all documentation necessary for requests to the e-file department
Monitor status of tax returns/extensions and notify staff and managers of rejections or other errors
Maintain awareness of return diagnostics to point out possible impediments to the filing process
Assist with scanning and filing tax documents while maintaining proper filing procedures for effective record keeping
Prepare tax returns and other correspondence for shipping via certified mail, express / priority mail, and FedEx as necessary
Monitor booking of tax AJE’s
Upload tax documents and other tax-related paperwork into electronic tax binders
Maintain knowledge and awareness of federal and multi-state due dates, forms, and filing requirements
Assist in tracking K-1’s and other tax-related documents
Draft IRS and other tax authority correspondence when requested
Assist in researching multi-state and multi-entity types filing parameters and prepare charts for filing requirements for firm employee use
Other projects and duties as assigned