Tax Administrator I

Essential Functions:

  • Perform general office tasks such as filing, faxing, labeling, scanning, and data entry.
  • Manage Power of Attorney (POA) documents by faxing to IRS, matching confirmations, and scanning them into the Document Management System (DMS).
  • Assist in assembling tax returns and ensuring proper sign-out processes.
  • Conduct end-of-day tasks, including organizing the workspace, cleaning, payment collections, and restocking office supplies.

Minimum Qualifications:

  • High school diploma or equivalent.
  • Strong attention to detail and ability to follow established processes.
  • Proficient computer skills, including MS Office and data entry.
  • Excellent organizational and time management abilities.
  • Effective written and verbal communication skills.

Preferred Qualifications:

  • Experience in a tax or accounting firm.
  • Knowledge of tax software and systems.
  • Familiarity with document management and scanning tools.
  • Ability to multitask and prioritize tasks effectively.
  • Strong problem-solving and critical-thinking skills.
  • Adaptability and ability to work in a fast-paced environment.

Physical Requirements:

  • The job may require extended sitting, computer/phone use with hand/wrist motion, occasional standing/walking, and verbal communication.
  • Infrequent bending, stooping, kneeling, and squatting may be needed. Lifting up to 25 lbs may be required.

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