Tax Administrator

Overview

The Tax Administrator supports the Tax Team to ensure timely and accurate compliance, preparation and filing of all federal, state and local tax obligations.  In addition, the Tax Administrator supports the Tax Team in other accounting and administration activities.  The role works closely with both internal teams and external parties. 

Duties and Responsibilities

• Coordinate and organize tax return information and enter information into tax preparation software
• Coordinate payment of estimated tax payments, tax return payments and extension payments by required due date, including maintenance of EFTPS bulk application
• Coordinate signatures for officers/shareholders as needed via Docusign
• Summarize information necessary to support calculations of quarterly estimated tax payments
• Administer the electronic filing of internally prepared tax returns, liaise with CCH to resolve issues related to tax preparation software and manage administrative tasks related to tax preparation software
• Prepare and coordinate responses to government authority notices as needed, including preparation of any necessary powers of attorney, and maintain mailing receipts and mail log for responses sent
• Download and organize monthly bank statements, prepare bank reconciliations, payment of taxpayer expenses as needed, and other accounting assignments as assigned
• Maintenance of Team task calendar and Team Outlook inbox to ensure timely completion of tasks
• Maintenance of refund tracker, including follow-up on any outstanding items
• Coordinate payment of Team administrative expenses and expense reports
• Shareholder support as needed
• Perform other job-related duties as assigned

Minimum Qualifications

• Bachelor’s degree plus 1 to 2 years’ experience; or an equivalent combination of education and experience
• Proficient use of MS Office programs (Excel, Word, Outlook and Teams)
• Effective written and verbal communication skills, including ability to work cross-functionally
• Strong attention to detail and accuracy, including solid organizational and time management skills
• Ability to manage multiple tasks and priorities
• Willingness to learn and expand your skills
• Ability to work independently

Preferred Qualifications

• Experience working in a tax organization (i.e. public accounting or internal tax department)
• Experience with Quickbooks and CCH Axcess
• Familiarity with preparation of individual and trust tax returns

Work Environment

• Currently hybrid schedule (3 days in office, 2 at home)
• May require extended hours during peak tax deadlines

Physical Demands

• Physical demands with activity or condition for a considerable amount of time include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or adding machine
• May require occasional lifting/lowering, pushing, carrying, or pulling up to 15lbs

This role requires regular, ongoing in‑office presence. Employees are expected to work onsite, which includes non-company locations where we conduct business, the majority of the time to support collaboration, productivity, and business operations according to the schedule set by supervisors and/or branch management."

This job description is not intended to create a contract of employment. It provides a general overview of the primary duties and responsibilities of the position but does not (and cannot practically) represent an exhaustive or comprehensive list. Duties, responsibilities, and requirements may change or be assigned at any time based on business needs, and the company reserves the right to modify this description accordingly.