Tax Administrator | $58K-$64K + Bonus

Coordinate tax return assembly, e-file processing, and engagement letters while managing client communications and workflow administration. Assemble tax packages for client and government filings, create workflow spreadsheets, and update client information using tax software. Track extended returns, monitor filing deadlines, and process electronic submissions with follow-up on rejections. Prepare year-end documents, coordinate meetings, and maintain electronic files within the document management system. Assist with billing, new client onboarding, and gathering documentation for tax projections. This role supports the tax department of a growing independent wealth management firm, ensuring accurate and timely client deliverables.