Based in Reston, Virginia, we are a national financial planning and investment advisory firm serving high net worth individuals, endowments, and Fortune 500 corporate sponsored financial planning clients. We are looking for a full-time Tax Administrator to become part of our team. This is an in-office position with the possibility of a hybrid schedule during the off-season.
Primary Responsibilities include:
- Serve as first point of contact for planners and clients as to status of tax returns.
- Lead the annual tax engagement letter and tax organizer process.
- Scan and organize the information provided by clients for tax preparation
- Develop proficiency in electronic delivery platforms including but not limited to CCH Axcess, SafeSend Suite, DocuSign, Microsoft Dynamics and Sharefile.
- Lead the E-filing process for all tax returns and extensions.
- Assemble and process any required paper filings.
- Assist with tax billing.
- Maintain complete firm copies of all tax filings and correspondence with tax authorities.
- Update and maintain log of all IRS and State tax notices.
- Set up new users and manage old users/clients in CCH Axcess and CRM.
- Rollover tax returns and tax workpapers annually.
- Assist with development of financial planning workpapers, templates and deliverables in Excel and Adobe Acrobat.
- Maintain financial planning and tax electronic libraries.
- Coordinate and schedule financial planning and tax training and seminars.
Key Qualifications:
- High proficiency with Outlook, Adobe Acrobat, Word, and Excel required.
- Associate or bachelor’s degree strongly preferred.
- Ability to handle multiple administrative responsibilities without direct supervision.
- Familiarity with CCH Axcess /CCH Prosystems fx or other tax software and/or tax forms and filings is a plus.
- Accustomed to working in a digital environment.
- Excellent proofreading, grammar, organizational skills, and attention to detail, with a constant drive for efficiency.
- Adept at completing multiple tasks and adjusting priorities in a time-constrained environment to meet deadlines.
- Understands and maintains the confidentiality of all information.
- Team player.
- Excellent written and verbal communication skills.
This person will work as part of a team whose goal is to provide our clients with tax, financial planning and investment solutions based on their individual needs.
We offer excellent benefits, 401(k) plan, a competitive salary and a great work environment. Please send your resume to rpylypko@masoncompanies.com.
