We are a boutique accounting firm in Woodland Hills, CA. We serve clients more effectively by providing an atmosphere of growth and excellence, up-to-date professional information, and staff continuity. In turn, that allows us to look consistently beyond mere numbers and help clients identify and exploit business opportunities. This position requires a local candidate to work in the office 2-3 days per week and the remainder from home.
Tax Administrator Job Description
1. Tax Administration:
a. E‐Filing operations maintenance
i. Releasing E‐file forms and extensions during tax season as well as off‐season
ii. Generating reports to accurately maintain released database as well as pending tax returns that are ready to
be released
iii. Managing e‐signature through the database (Axcess Tax Program/Workflow)
b. Create, manage, and distribute tax engagement letters
c. Create, manage, and distribute tax organizers (paper, PDF, and My1040Data).
d. Oversee roll over of tax returns in tax software
e. Assist with tax configuration/defaults
f. Assist in scanning tax return documents
g. Xpitax Outsource liaison ‐ formatting workpapers and sending/receiving tax projects to/from Outsource.
h. 1099's, business licenses, and property taxes ‐ coordinating and filing
2. CCH Axcess Administration:
a. Manage client database in CCH including oversee client set‐ups and client updates.
b. Workflow project administration
i. Create and Manage due date and projects in Workflow
ii. Roll over due date projects in Workflow
c. Document administration
i. Empty out document trash can
ii. Update "years" folders in Document
iii. Update settings in Document as needed
d. Portal administration
i. Creating portals
ii. Portal troubleshooting with clients.
iii. Adding additional portal users for clients
iv. Process tax documents uploaded to portal and Share Safe.
e. Oversee client requests as it relates to portal management, organizer management, client database updates, client
document requests, etc.
3. Technology:
a. Work with technology partner in managing the following
i. 3rd party software providers (Cetrom, CCH, etc.) as well as technology related vendors
ii. Assist in managing tickets with Cetrom
iii. Oversee execution and implementation of technology resources including purchasing, training, and application
A. Collaborating with the technology committee to find solutions to on‐going technical issues and
research new software to stay innovative in information management.
iv. Maintain computer and any tech hardware needs
4. Ad Hoc tasks and projects as needed by leadership