Tax Administrator

About Gerber Kawasaki

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.

Salary

$65K+, DOE

Schedule & Location

This role is 100% in office 5 days/week, 8am-5pm.

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

Minimum Qualifications

• 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

Compensation & Schedule

• Salary: $65–$70K (DOE)
• Schedule: Full-Time, 8 am-5 pm
• After successful completion of the 90-day probationary period, one remote workday may be available

Equal Opportunity Employer

At Gerber Kawasaki, we strive to build diverse teams that reflect the clients we want to empower and educate. We are committed to being an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability, or protected veteran status, or any other legally protected basis, in accordance with applicable laws.