Tax Administrator
Gerber Kawasaki Wealth Management•Santa Monica, CA
•Onsite
About The Position
Gerber Kawasaki is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We are seeking a Tax Admin / Junior Tax Associate to support our Tax and Accounting department. This is a unique opportunity for an experienced candidate who is comfortable handling tax return preparation and administrative responsibilities in a fast-paced, collaborative environment. The ideal candidate will bring hands-on tax experience, strong attention to detail, and the ability to work independently.
Requirements
- Minimum 3 years of relevant tax preparation experience (required)
- Experience preparing individual tax returns (business returns a plus)
- Experience with tax software (Lacerte, ProSeries, UltraTax, or similar preferred)
- Advanced proficiency in Microsoft Office and web-based systems
- Excellent time management skills and ability to prioritize work
- Strong attention to detail and accuracy
- Demonstrated sense of urgency, reliability, and accountability
- Strong verbal and written communication skills
- Ability to work both independently and within a team in a fast-paced environment
Nice To Haves
- business returns a plus
- Lacerte, ProSeries, UltraTax, or similar preferred
Responsibilities
- Prepare and assist with individual and business tax returns
- Organize and manage tax documents and client information
- Assist with tax return filing and e-file processes
- Deliver excellent client communication, proactively following up on missing information, documentation, and tax-related inquiries
- Maintain tax workflow and tracking systems
- Provide general administrative support to the Tax & Accounting team
- Support tax planning and client initiatives
- Other duties as assigned
Benefits
- promote from within
- potential for expanded responsibilities
- Equal Opportunity Employer
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
