What are the responsibilities and job description for the Tax Administrator position at Goldstein Advisors?
About Us:
Goldstein Advisors is a client-centric, Registered Investment Advisor dedicated to empowering our clients and team members to live with confidence, clarity, and peace of mind. We pride ourselves on building trusted, long-term relationships with our clients, delivering tailored solutions with integrity, transparency, and a commitment to their financial well-being.
Job Summary:
We are seeking a detail-oriented and analytical Tax Administrator to join our team. This mid-level level role will manage the internal and external operations for our client tax practice, ensuring a smooth and positive experience for our firm’s clients. The role will require extensive judgement as you oversee the entire process from start to finish.
Key Responsibilities:
- Manage the process for preparation, review, and timely filing of tax documents (e.g., Forms 1099, , W-2s, K-1s) for clients and the firm.
- Act as the primary point of contact for clients’ tax inquiries, coordinate the gathering and verifying financial data to ensure accurate tax reporting, while exercising discretion in handling sensitive client information.
- Evaluate and refine tax administration procedures, using analytical procedures to identify inefficiencies and implement technology or workflow solutions to streamline operations.
- Coordinate the billing process for all tax revenue, ensuring timely invoicing and cash flow for the firm.
- Exercise significant judgement to ensure compliance with IRS and SEC regulations with respect to the preparation and filing of client tax returns.
Qualifications:
- Required: High School Diploma. A Bachelor’s Degree or higher is a plus.
- 2-4 years in related role at an RIA or public accounting firm.
- Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships.
- Strong analytical skills.
- Ability to work independently and collaboratively in a team-oriented environment.
- Commitment to fiduciary responsibility, ethical conduct, and client-first principles.
Why Join Us?
- Opportunity to make a meaningful impact on clients’ lives through personalized financial planning.
- Collaborative, supportive team environment with a focus on professional growth and development.
- Competitive salary, performance-based bonuses, and comprehensive benefits package (health, dental, vision, 401(k), etc.).
- A desire to work in-person with a phenomenal team of like-minded individuals.
- Access to cutting-edge tools, resources, and ongoing training to enhance your expertise.