Tax Administrator

1 week ago


Minneapolis, Minnesota, United States Carlson Capital Management Full time
Job Summary

Carlson Capital Management (CCM) is a leading provider of comprehensive wealth management services to individuals and families. As a Tax Administrator, you will play a crucial role in supporting the Tax Team and ensuring a seamless experience for clients utilizing our tax return services.

Key Responsibilities:

  • Manage incoming mail and client communications related to tax services, ensuring timely and accurate processing.
  • Answer and direct phone calls from tax clients, providing exceptional service and support.
  • Organize and maintain client tax files, ensuring accuracy and completeness, and adhering to strict confidentiality standards.
  • Process tax documents and filings using firm's software platforms, ensuring compliance with regulatory requirements.
  • Handle invoice payments and assist with client meeting preparations, ensuring seamless coordination.
  • Support project work and perform other administrative duties as required, demonstrating flexibility and adaptability.

Requirements:

  • Prior experience in a tax practice or financial services industry preferred.
  • Strong organizational and problem-solving skills, with attention to detail and proficiency with software applications.
  • Excellent written and verbal communication abilities, with ability to multitask and adapt to changing priorities.

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