Tax Administrator

Stable Rock • New York, NY

7d • $70,000 - $90,000 • Hybrid

About The Position

Stable Rock is seeking a highly organized, detail-oriented, and proactive Tax Administrator to support the day-to-day operations of its Tax & Strategy Services department. The role coordinates tax engagements, manages client documentation, maintains filing calendars, and supports the efficient execution of tax-related administrative workflows.

Working closely with tax professionals and senior leadership, the Tax Administrator is a key point of coordination between internal teams and clients throughout the tax preparation and filing process. The position is based in either the New York City or Westchester office and is expected to be in the office 2–3 days per week.

Stable Rock is an integrated professional services platform supporting more than 500 clients, including investment and asset managers, early-stage and midsize businesses, portfolio companies, and founders. Its services include outsourced and fractional CFO services, accounting and bookkeeping, middle office and operations, regulatory and compliance, tax strategy and planning, IT, HR, insurance services, and AI-driven automation. The role offers exposure to a broad range of tax engagements and the opportunity to work with experienced tax professionals and senior leadership in a collaborative, entrepreneurial, growing organization.

Requirements

• At least 3 years of experience in an administrative, operations, or coordination role.
• Familiarity with individual and/or business tax preparation processes and related administrative workflows.
• Experience handling confidential financial and client information with discretion.
• Strong organizational skills and exceptional attention to detail, with the ability to manage multiple deadlines and competing priorities.
• Excellent written and verbal communication skills, particularly when interacting with clients and internal stakeholders.
• Proficiency in Microsoft Office, particularly Excel, Outlook, and Word.
• Ability to work independently while collaborating effectively with a team.
• A proactive, service-oriented mindset, with willingness to take ownership of responsibilities and identify opportunities for improvement.

Nice To Haves

• Administrative, operations, or coordination experience within a public accounting firm, tax practice, or professional services environment.
• Experience with tax preparation software, document management platforms, or workflow systems.

Responsibilities

• Coordinate the administrative lifecycle of individual and business tax engagements, including organizing client information, tracking deliverables, and monitoring filing deadlines.
• Manage incoming tax documentation and client records, ensuring information is accurately collected, organized, stored, and accessible.
• Assist with client communications, including document requests, engagement reminders, follow-ups, and general administrative inquiries.
• Monitor tax filing calendars and maintain tracking systems to support timely completion of returns, extensions, and other tax-related deliverables.
• Support the preparation and distribution of tax organizers, engagement letters, questionnaires, and other client-facing materials.
• Coordinate the electronic filing process by tracking submission statuses, acknowledgments, and outstanding items.
• Assist with administrative aspects of tax notices and correspondence, ensuring appropriate routing and follow-up with the tax team.
• Maintain accurate client information, engagement records, and departmental databases.
• Support workflow management and resource coordination across the tax team, helping identify outstanding items and potential bottlenecks.
• Identify opportunities to improve administrative processes, documentation practices, and departmental efficiency.

Benefits

• Medical, dental, and vision insurance coverage, with employee-only premiums paid at 100%.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• 401(k) retirement savings plan.
• Unlimited paid time off policy.
• Hybrid work flexibility.
• Eligibility for a discretionary performance bonus.

What This Job Offers

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