Tax Administrative Specialist

Cain Watters & Associates•Frisco, TX

4d•$23 - $28•Hybrid

About The Position

Reporting to the Tax Advisors, the Tax Administrative Specialist is responsible for handling a broad range of administrative responsibilities within the tax department.

Requirements

High School diploma required (Associate's degree preferred)
Minimum of 2 years in banking or financial role, tax processing/record experience preferred
Strong written and communication skills required
Solid computer skills, including ability to work effectively and efficiently within Microsoft office required
Adobe Acrobat experience preferred
Proven ability to learn processes, procedures and computer software quickly required

Responsibilities

Direct responsibility for the inflow, outflow, and retention of information to and from our clients and other departments within our firm
Work closely with clients (internal and external) to gather information needed to complete tax returns
Download documents from our secure server and save them within our electronic filing system
Complete special projects as assigned by direct and indirect supervisors
Check the file management software periodically throughout the day for items added to his/her inbox for documenting, scanning, etc.
Update/maintain internal database with taxpayer details and tax return statuses
Internally communicate and coordinate with the other departments in the firm
Ability to multi-task and effectively perform project execution within assigned deadlines
Assist in set up of workpapers for tax filings
Assist in preparation of tax estimated payment vouchers
May help prepare tax extensions and input individual tax returns
Able to use sound judgement and problem-solving skills
Exhibit superior verbal and written communication skills
Exhibit exceptional customer service skills and responsiveness to client requests
Consistently demonstrate professional demeanor and presentation
Demonstrate ability to be flexible and adapt to an ever-changing work environment
Able to appropriately handle confidential and highly sensitive material

Benefits

Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization-paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer-paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs