Tax Operations Administrator

Wealth Enhancement Group

2d•$70,000 - $80,000•Remote

About The Position

The Tax Operations Administrator at Wealth Enhancement Tax & Consulting Services (WETCS) helps implement, execute, and optimize operational processes that support WETCS clients, tax advisors, financial advisors, and internal departments. The role contributes to client, financial advisor, and tax advisor satisfaction through accurate, high-quality work and professional, responsive, and respectful interactions. This is a remote position. The administrator supports client and financial advisory team engagement; tax systems data setup and management; tax operations workflow management; process improvement; reporting, invoicing, and record keeping; and general administrative and team support. The role also uses approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment. Long hours may be required during peak tax seasons.

Requirements

High school diploma or equivalent.
At least 3 years of tax operations administration experience.
Ability to manage multiple tasks or projects simultaneously.
Strong verbal and written communication skills.
Intermediate-level experience with Microsoft Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document.
Strong team orientation and collaborative approach.
Positive, solution-focused attitude.
Ability to remain calm and focused under pressure.
Highly organized and diligent, with strong process and detail orientation.
Drive for results and excellence.
Willingness to work long hours during peak tax seasons.
Proficiency using AI and digital tools.

Nice To Haves

Associate degree preferred.
Bachelor’s degree strongly preferred.

Responsibilities

Engage with clients to explain tax operations processes, obtain signed Engagement Letters, and respond to questions about tax organizers, required documents, and tax operations.
Coordinate with clients and Financial Advisory Teams to ensure tax documentation required for new client referrals is available to Tax Advisors.
Follow up with clients to obtain missing tax documentation and reduce operational tasks for Tax Advisors.
Coordinate with Financial Advisors to share clients’ tax-relevant financial information and related documents with Tax Advisors.
Keep clients and Financial Advisors informed about work status as needed and help resolve tax operations issues.
Set up client, financial advisor, tax advisor, services, pricing, and other required information in tax operations systems or tax software.
Enter or upload client data and documents, transfer documents to appropriate storage locations, and review systems data for accuracy.
Send, track, and ensure signing of Engagement Letters.
Prepare, send, track, and ensure completion of tax organizers.
Manage receipt, storage, and return of client tax documents; process and scan or ingest documents into tax software.
Identify and follow up on missing documents; gather 1099s and other tax-related forms.
Manage 8879 submissions and e-file tax returns.
Update workflow statuses in tax operations systems or software.
Prepare organizers, tax returns, and other materials for clients and Tax Advisors.
Resolve Tax Advisor issues involving missing documents and processes.
Track regulatory notices and requests for planning, projections, and consulting services.
Assist in defining and implementing tax operations processes, measuring their effectiveness and efficiency, and identifying process and systems improvements.
Provide predefined and ad hoc tax operations reporting.
Create and send client invoices, manage chargebacks, and coordinate with Accounting.
Keep tax operations and client records up to date.
Schedule client appointments with Tax Advisors and assist with organizing team activities and offsites.
Build and maintain positive working relationships with Tax Advisors, Financial Advisors, and clients.
Collaborate with team members to improve team effectiveness, productivity, and satisfaction; share expertise and assist colleagues as appropriate.
Participate in team meetings, activities, and offsites and contribute to a positive team culture.
Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency; validate outputs for accuracy, privacy, and business alignment.
Identify and escalate inaccurate information, knowledge gaps, or issues related to digital tools.

Benefits

Training and professional development.
Medical, dental, and vision coverage for eligible full-time employees and their families.
Health Savings Account with employer contribution and Flexible Spending Accounts for medical, dependent, and transit expenses.
Employer-paid and voluntary life and AD&D insurance.
Employer-paid short-term and long-term disability and workers’ compensation.
401(k) with match and profit sharing.
Wellness programs and resources.
Voluntary benefits, including pet insurance.
18 days of paid time off accrued annually, increasing to 25 days after four years of service.
12 paid holidays each year, including 10 predetermined days and 2 floating days.
Paid parental leave and paid caregiver leave; caregiver leave is available after six months of tenure.
Reimbursement for tuition, licensing, and other credentials after meeting service requirements.