08/13/2024
Tax Administrator / Processor – CPA Firm
Full and/or Part-time position with flexible hours.
Fernandes & Charest, P.C. is a certified public accounting firm located in Southeastern Massachusetts that is seeking a Tax Administrator / Processor to support our teams and clients. We provide a culture that values work/life balance, competitive compensation, comprehensive benefits, and flexible schedules. The firm offers family friendly flex hours in addition to paid time off.
Duties and responsibilities include:
• Scan client tax forms to software
• Maintain and track workflow and due dates for numerous tax projects annually to ensure timely completion
• Organize client tax documents to include Corporate, Individual, Gift and Estate tax documents, for assembly into tax packages
• Organize and update relevant client data using database applications
• Maintain and track client estimated tax vouchers and payments
• Coordinate client signatures, assembly and filing of tax returns and related filings
• Process and mail year-end tax documents to clients, including tax engagement letters and tax organizers
• Create and update annual tax department calendar, tracking YE and FYE filing requirements
• Arrange and participate in tax department meetings and organize department project activities
Administrative support tasks when there is capacity and need:
• Administrative support at the executive level for our firm’s Partners and Managers, including calendars, scheduling meetings and conference calls, and correspondence
• Telephone support, answering and directing all incoming calls
• Reception support, meeting and greeting visitors, vendors, couriers, and clients
• Administrative tasks such as typing, filing, faxing, copying and mail distribution
Qualifications:
• Prior experience in a tax department in an administrative capacity, preferred
• Highly organized, multi-tasker
• Excellent verbal and written communication skills
• Excellent personal social skills in a busy, deadline driven office
• History of reliability in the performance of administrative support functions
• Software skills: Microsoft Office Suite, CCH Tax and Prosystems Tax Suite
Other benefits include: 401(k) match, annual bonus, medical, and dental insurance.
Interested candidates should email their resume and cover letter to [email protected]