Tax Administrative Associate
Gelfand, Rennert & Feldman is seeking a Tax Administrative Associate to join their team of dedicated professionals. The role involves assisting staff and managers with administrative components of tax filing, ensuring timely processing and filing of various tax engagements.
Responsibilities
- Track, assemble, process, and file all tax engagements including but not limited to individual, corporate, and partnership tax returns and extensions; amended tax returns, quarterly estimates, and the reporting of foreign bank accounts
- Create, maintain, and monitor tax-related projects in applicable project management software and control lists to ensure projects proceed and are completed in a timely manner, tax filings are accepted, and deadlines are met
- Coordinate with Tax and Account Management personnel for the procurement of documentation required for filing of tax returns and tax related payments
- Provide supporting documentation for Account Management personnel to use to book payments and receivables in AgilLink or DF Imaging
- Oversee and maintain records of necessary tax documents including those pertaining to proof of successful timely filing
- Assemble and coordinate all documentation necessary for requests to E-File Department
- Monitor status of tax returns/extensions and keep professionals informed of rejections or other errors
- Maintain awareness of return diagnostics to point out possible impediments to the filing process
- Maintain proper filing procedures for effective record keeping
- Prepare tax returns and other correspondence for shipping via Certified mail, Express / Priority Mail, and FedEx as necessary
- Monitor booking of tax AJE’s
- Upload tax documents and other tax-related paperwork in the electronic tax binders
- Maintain knowledge and awareness of federal and multi-state due dates, forms, and filing requirements
- Train new hires on the policies and procedures of the tax department
- Assist in tracking of K-1’s and other tax-related documents
- Draft IRS and other tax authority correspondence when requested
- Assist with scanning and filing of tax documents
- Assist in researching multi-state and multi-entity types filing parameters and prepare charts for filing requirements for use by the Staff and Managers of the firm
- Runs reports regarding e-filing rejects and notifies staff/managers to determine how the matter will be rectified
- Other projects and duties as assigned
Skills
- High School Diploma is required
- Must be incredibly detail oriented and possess strong organizational skills
- Proficiency in Microsoft Office Suite, especially Excel and Word
- Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
- Capability to learn new systems and process information quickly
- Bachelor's degree is preferred
- Familiarity with Agilink, GoSystems, or CCH tax software is a plus
Benefits
- An annual bonus
- A comprehensive benefits package
Company Overview
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