Tax Admin
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
- 1-2 years of experience in tax preparation, accounting, and/or financial advisory
- 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
- Benefits
- Medical, dental, vision, and life insurance
- Paid vacation and sick time
- Paid holidays
- 401(k) with match
- Work from home
- Teambuilding events
About Tax Alchemy
Tax Alchemy is a premier tax strategy firm specializing in helping business owners and real estate investors significantly reduce their tax burdens. With tax-saving strategies tailored to each client, Tax Alchemy ensures entrepreneurs and high-income individuals are in full control of their financial growth.
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