Tax Administrative Assistant
5 days ago
The Private Wealth Management Tax Administrative Assistant plays a vital role in the tax compliance process. As a key member of the Tax Department, you will provide administrative and clerical support to ensure seamless tax compliance.
Key Responsibilities- Maintain and update tax databases to track client information, deadlines, and filings.
- Process electronic tax returns with precision, ensuring accurate tracking and collation of finalized returns and mailings to clients.
- Oversee yearly archiving of client tax returns and documents.
- Conduct tax research and analysis, provide billing support, and perform general administrative functions.
- Serve as a point of contact for workflow and workloads between staff and in-charges.
- Effective time management and organization skills.
- Experience utilizing CRM Tax software, such as Salesforce (preferred) and/or CCH Access.
- Excellent computer skills, including Adobe, Excel, Word, and Outlook, with a willingness to learn new programs.
- Ability to multitask and prioritize tasks efficiently.
- Prior experience supporting CPA/Tax environments and general knowledge of tax processes is preferred.
Citizens offers a competitive salary range of $42.86 per hour, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.
Our paid time off policy exceeds local and state jurisdiction requirements in the United States.
For an overview of our benefits, visit our website.
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Tax Administrative Assistant
4 weeks ago
Tarrytown, New York, United States Citizens Full timeJob SummaryThe Private Wealth Management Tax Administrative Assistant plays a vital role in the tax compliance process. As a PWM Tax Administrative Assistant, you will provide administrative and clerical support to the Tax Department, ensuring seamless execution of tax-related tasks.Key ResponsibilitiesMaintain and update tax databases, tracking client...
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Tarrytown, New York, United States Citizens Full timeJob SummaryThe Private Wealth Management Tax Administrative Assistant plays a vital role in the tax compliance process. As a PWM Tax Administrative Assistant, you will provide administrative and clerical support to the Tax Department, ensuring seamless execution of tax-related tasks.Key ResponsibilitiesMaintain and update tax databases, tracking clients,...
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Tarrytown, New York, United States Citizens Full timeJob SummaryCitizens is seeking a highly organized and detail-oriented Private Wealth Management Tax Administrative Assistant to provide administrative and clerical support to the Tax Department. As a key member of the team, you will play a critical role in maintaining the status of all tax returns, delegating work from tax advisors to tax staff, and ensuring...
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Private Wealth Management Tax Assistant
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Tarrytown, New York, United States Citizens Full timeJob SummaryThe Private Wealth Management Tax Administrative Assistant plays a vital role in the tax compliance process. As a PWM Tax Administrative Assistant, you will provide administrative and clerical support to the Tax Department, ensuring seamless workflow and efficient operations.Key ResponsibilitiesMaintain and update tax databases, tracking clients,...
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Private Wealth Management Tax Assistant
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Tarrytown, New York, United States Citizens Full timeJob SummaryCitizens is seeking a highly organized and detail-oriented Private Wealth Management Tax Administrative Assistant to provide administrative and clerical support to the Tax Department. As a key member of the team, you will play a critical role in maintaining the tax database, processing electronic filings, and overseeing the archiving of client tax...
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