Tax Administrator

5 days ago


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

We are seeking a highly skilled Tax Administrator to join our team at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG in Boca Raton. As a Tax Administrator, you will play a critical role in supporting our tax partners and accountants in providing exceptional client service.

Responsibilities:
  • Support tax partners with calendar management, scheduling client meetings, and preparing 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.
  • Proficiency in Microsoft Office suite (Word, Excel, PDF, and Outlook).
  • 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.

We offer a dynamic work environment and opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for tax administration, we encourage you to apply.


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