Tax Administrator

• Enter and update client information across various systems with a focus on accuracy and completeness
• Review financial and tax documents to ensure compliance and completeness before processing
• Organize, scan, and securely store client-related documents while assembling and preparing tax returns for client delivery
• Retrieve client data to assist associates with research and issue resolution
• Conduct quality checks to ensure compliance with organizational and state guidelines, and verify data consistency with prior year tax returns
• Research and address client inquiries related to tax filings or account management
• Support wealth advisors in preparing electronic client communications and documentation
• Maintain efficient document management practices for both physical and electronic records

• Proven experience in administrative support or a similar role
• Strong skills in data entry with attention to accuracy and detail
• Proficiency in document management and organization
• Ability to review and analyze information to ensure compliance
• Familiarity with tax preparation processes is preferred
• Excellent communication skills for client interactions and team collaboration
• Competency in using office software and systems
• Ability to manage multiple tasks effectively in a fast-paced environment

Familiarity with tax preparation processes

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan