Focus Partners Wealth is seeking a motivated and qualified individual for the position of Tax Administrator. The role involves overseeing administrative functions within the tax group, coordinating tax work papers, and managing document organization and communication with clients and tax teams.
Responsibilities
- Work closely with the tax group to oversee their administrative functions, including weekly check-ins with the Tax Admin and St. Louis based tax team
- Coordinate tax work papers and tax return assembly & delivery (certified mailings, FedEx, USPS, encrypted links/email & DocuSign), includes actively working with teams in other TCG tax offices
- Responsible for overall document organization including scanning and storage, both physical & within document management system
- Communicate & coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments & bills with clients, tax team and advisors. Clear verbal and written communication skills are a must
- Submit electronic filings and track acceptances through government software and tax tracking software database (CCH Workflow)
- Manage and track notices, including state and local tax notices
- Set up new returns, print/export returns in tax software (CCH Axcess), as well as setup and management of tasks in tax tracking software (CCH Workflow) including: staffing assignments, managing deliverables, extensions, etc
- Prepare reports/summaries, monitor & review task status’ & workloads, communicate progress with Manager, Tax Administration & Sr. Director of Tax Operations
- Proactively identify trends, work with the Manager, Tax Administration & Sr. Director of Tax Operations to reassess staffing, processes & procedures, and priorities as needed, to maintain efficiency, especially during busy season
- Work closely with the Manager, Tax Administration & Sr. Director of Tax Operations and the Tax Admin team to support incoming merger integrations, training & development initiatives, new technology implementation, tax season prep & execution, and other projects throughout the year
- Provide ad hoc support to Tax Advisory & Tax Admin teams nationwide on an as needed basis
- Provide occasional backup administrative support in St. Louis office as needed, including: mail distribution, answering phone calls, scanning documents and greeting visitors
Skills
- Prior experience in a Tax Admin/Tax Ops type role
- Great communication skills both verbal & written
- Comfortable working with various people on short-term and long-term projects
- Degree preferred
Benefits
- Annual cash bonus
- Comprehensive benefits package
Company Overview
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth. It was founded in 2006, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is http://focusfinancialpartners.com.