Tax Administrator

5 days ago


Boca Raton, Florida, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full time
Job Title: Tax Processor/Administrator

We are seeking a highly skilled and organized Tax Processor/Administrator to join our team at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG in Boca Raton. The ideal candidate will possess excellent communication skills, be able to take initiative, prioritize daily tasks, and have experience in a tax accounting office to provide administrative support to our tax partners and accountants.

Key Responsibilities:
  • Support tax partners with calendar management, scheduling client meetings, and processing client deliverables.
  • Process and create tax returns, organizers, extensions, engagement letters, and correspondences.
  • Communicate with clients regarding documentation requests and answer general questions.
  • Assist with general office duties, including ordering supplies, distributing mail, answering phones, scanning, and faxing.
  • Maintain a client database and onboard new clients.
Requirements:
  • Strong communication and organizational skills.
  • Ability to multitask and exercise good judgment.
  • Travel required to the post office, grocery store, and restaurants.
  • Overtime and weekends required during peak times.
    • Proficiency in Microsoft Office suite (Word, Excel, PDF, and Outlook) is a must.
    • Basic knowledge of CCH Programs; ProSystem FX Tax, Engagement, SafeSend, Axcess, and CFS Practice Management.
    • Four plus years of administrative and tax processing experience at a public accounting firm.

GPKLEG is a dynamic and growing accounting firm, and we offer a competitive salary and benefits package to the right candidate.


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