Tax Administrative Associate
About The Position
Gelfand, Rennert & Feldman is seeking a Tax Administrative Associate to join our team of dedicated professionals. The Tax Administrative Assistant is responsible for assisting Staff and Managers with administrative components of tax filing. Gelfand, Rennert & Feldman provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. Additionally this role will require you to work weekends during peak seasonal deadlines. This position is based out of both Encino, CA and Century City, CA.
Requirements
- High School Diploma is required
- Must be incredibly detail oriented and possess strong organizational skills
- Proficiency in Microsoft Office Suite, especially Excel and Word
- Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
- Capability to learn new systems and process information quickly
Nice To Haves
- Bachelor's degree is preferred
- Familiarity with Agilink, GoSystems, or CCH tax software 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 the reporting of foreign bank accounts
- Create, maintain, and monitor tax-related projects in applicable project management software 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 the procurement of documentation required for filing of tax returns and tax related payments
- Provide supporting documentation for Account Management personnel to use to book payments and receivables in Agilink or DF Imaging
- 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 E-File Department
- Monitor status of tax returns/extensions and keep professionals informed of rejections or other errors
- Maintain awareness of return diagnostics to point out possible impediments to the filing process
- Maintain 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 in the electronic tax binders
- Maintain knowledge and awareness of federal and multi-state due dates, forms, and filing requirements
- Train new hires on the policies and procedures of the tax department
- Assist in tracking of K-1’s and other tax-related documents
- Draft IRS and other tax authority correspondence when requested
- Assist with scanning and filing of tax documents
- Assist in researching multi-state and multi-entity types filing parameters and prepare charts for filing requirements for use by the Staff and Managers of the firm
- Runs reports regarding e-filing rejects and notifies staff/managers to determine how the matter will be rectified
- Other projects and duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
