What are the responsibilities and job description for the Tax Administrator position at focuspartners?
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Administrator.
Primary responsibilities:
- Work closely with the tax group to oversee their administrative functions, including weekly check-ins with the Tax Admin and St. Louis based tax team.
- Coordinate tax work papers and tax return assembly & delivery (certified mailings, FedEx, USPS, encrypted links/email & DocuSign), includes actively working with teams in other TCG tax offices.
- Responsible for overall document organization including scanning and storage, both physical & within document management system.
- Communicate & coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments & bills with clients, tax team and advisors. Clear verbal and written communication skills are a must.
- Submit electronic filings and track acceptances through government software and tax tracking software database (CCH Workflow).
- Manage and track notices, including state and local tax notices.
- Set up new returns, print/export returns in tax software (CCH Axcess), as well as setup and management of tasks in tax tracking software (CCH Workflow) including: staffing assignments, managing deliverables, extensions, etc.
- Prepare reports/summaries, monitor & review task status’ & workloads, communicate progress with Manager, Tax Administration & Sr. Director of Tax Operations.
- Proactively identify trends, work with the Manager, Tax Administration & Sr. Director of Tax Operations to reassess staffing, processes & procedures, and priorities as needed, to maintain efficiency, especially during busy season.
- Work closely with the Manager, Tax Administration & Sr. Director of Tax Operations and the Tax Admin team to support incoming merger integrations, training & development initiatives, new technology implementation, tax season prep & execution, and other projects throughout the year.
- Provide ad hoc support to Tax Advisory & Tax Admin teams nationwide on an as needed basis.
- Provide occasional backup administrative support in St. Louis office as needed, including: mail distribution, answering phone calls, scanning documents and greeting visitors.
* (in person January-April & September-October, w/ option to grow into a hybrid (2-3 days in office/week) role May-August & November-December.