Tax / Assurance Operations Administrator

Position Overview

We are seeking a highly organized and detail-oriented Tax/Assurance Operations Administrator to support the smooth and efficient functioning of our tax and assurance teams in our Latham location. This role is ideal for someone who thrives in a fast-paced environment, enjoys managing multiple priorities, and is passionate about delivering high-quality administrative support.

Key Responsibilities

• Prepare, format, and assemble financial statements and tax returns (paper and digital).
• Process and scan client tax documents into Axcess Tax; manage e-filing and delivery via Safe Send.
• Maintain client records in Axcess Client Manager and manage project workflows in Workstream.
• Upload and organize client files in Document; set up and support Portal accounts.
• Handle engagement letters and organizers; track and communicate data status.
• Support 1099 processing, mail handling, and shipping coordination (FedEx, UPS, USPS).
• Assist with client onboarding, billing arrangements, and ad hoc administrative tasks.
• Switchboard operation as backup.

Qualifications

• Minimum 3 years of experience with Microsoft Word and Excel.
• Quick learner with the ability to adapt to new technologies.
• Strong project management and organizational skills.
• Professional, friendly demeanor with the ability to handle diverse tasks in audit and tax environments.