Tax Administrator
Monarch Staffing•Radnor, PA
•Hybrid
About The Position
A wealth management firm is seeking a detail-oriented Tax Administrator to support tax reporting, payments, and coordination with external tax preparers. This role is ideal for someone with strong analytical skills who thrives in a fast-paced, collaborative environment.
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or related field required
- 2-4 years of experience in tax, accounting, or administrative support required
- Strong understanding of tax accounting principles and reporting processes
- Exceptional attention to detail with strong data reconciliation and analytical skills
- Excellent organizational and time management skills with the ability to manage multiple deadlines
- Strong written and verbal communication skills with a client-service mindset
- Proficiency in Microsoft Office Suite, especially Excel; ability to learn new systems quickly
Nice To Haves
- Experience with Thomson Reuters OneSource is a plus
Responsibilities
- Partners closely with Tax Managers, Operations, and external tax preparers to support the full tax reporting process
- Performs ongoing data reviews and reconciliations to ensure accuracy across client accounts (including cost basis, retirement transactions, and beneficiary data)
- Coordinates and processes tax payments and estimates; assists with enrollment in EFTPS
- Tracks tax filings, deadlines, and invoices from external tax preparers
- Researches and resolves open tax-related questions, providing necessary documentation to tax preparers
- Reviews and responds to IRS and other tax authority notices in collaboration with Tax Managers
- Interfaces with internal Client Service teams and external advisors (accountants, attorneys) to clarify tax information and respond to inquiries
- Supports preparation and review processes for various tax forms, including Schedule K-1, 1099, 1099-R, 5498, 5227, 990, 1042, and 1041
- Participates in special projects related to tax reporting, trusts, retirement accounts, and process improvements
- Contributes to continuous improvement efforts and shares knowledge across teams
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
