Tax Administrative Associate

Cummins Worldwide • Clearwater, FL

2d • Onsite

About The Position

Cummins Worldwide is a full-service company providing integrated solutions in Accounting, Human Resources, Tax and Legacy Planning, and Wealth Management through one experienced team. With decades of expertise and a commitment to complete visibility, we help individuals, families, and businesses simplify complex financial and operational needs without the hassle of coordinating multiple firms. Our mission is to provide exceptional client service through accuracy, integrity, collaboration, and continuous improvement. We're looking for a highly organized, proactive, and detail-oriented Tax Administrative Associate to become the right hand to our Director of Tax Strategy. This is far more than a traditional tax preparation role. You'll serve as the organizational hub of the Tax Department by coordinating schedules, tracking projects, gathering client information, performing tax research, assisting with tax preparation, and ensuring nothing falls through the cracks. The ideal candidate enjoys creating order from chaos, takes initiative without being asked, follows through relentlessly, deadline driven, and isn't afraid to pick up the phone to obtain missing information. If you're someone who enjoys being indispensable to a fast-moving team while continuing to grow your tax knowledge, we'd love to meet you.

Requirements

• Minimum of two to three tax seasons preparing income tax returns
• Strong administrative and organizational skills
• Excellent written and verbal communication
• Experience preparing Forms 1040, 1120S, 1065, 1120 and 1041
• Experience with IRS correspondence

Responsibilities

• Manage the Director of Tax Strategy's calendar and schedule meetings
• Coordinate client appointments and follow-up calls
• Draft professional emails and client correspondence
• Contact clients to obtain missing tax documents and information
• Track tax return status and filing deadlines
• Prepare and input data entry for individual, business, sales tax, and other tax returns
• Conduct tax research on straightforward tax questions

Benefits

• Competitive weekly pay (paid every Friday)
• Long-term career growth opportunities
• Mentorship from experienced tax professionals
• Exposure to advanced tax planning, IRS representation, trusts, and advisory services
• A collaborative team committed to continuous learning
• The opportunity to help build and shape a growing Tax Department from the ground up

What This Job Offers

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