Tax Admin
Tax AlchemyIrvine, CA, US8 days ago
Job type
- Full-time
Job description1-2 years of experience in tax, accounting, financial advisory and / or professional services Bachelor's degree in business, finance, accounting, or a related field Excellent written and verbal communication skills Superior organizational skills and meticulous attention to detail Strong critical thinking skills with a strategic problem solving mindset Proactive self-starter who thrives in a collaborative and demanding work environment Medical, dental, vision, and life insurance Paid vacation and sick time Paid holidays 401(k) with match Work from home Teambuilding events
Job Description
Job Description
Description
We are seeking a highly organized, diligent, and detail-organized Tax Admin to support the tax advisory and tax preparation departments of a fast-growing tax firm. The Tax Admin will provide administrative support and manage client relationships.
The ideal candidate is tech-savvy, has tax planning and / or preparation experience, and is interested in contributing to a high-performance team.
Key Responsibilities
- Communicate with clients to collect and organize all necessary documentation for tax planning and tax preparation purposes
- Create legal entities on behalf of clients
- Update CRM platforms with client specific notes
- Prepare T-formation charts and progress reports
- Coordinate with customer support team in auditing client Slack channels
- Support tax advisory pod by tracking calls and meetings
- Contribute to company Knowledge Base for client FAQS and company Best Practices
Skills, Knowledge and Expertise
Benefits
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Admin • Irvine, CA, US